Managing a Self-Managed Super Fund (SMSF) means you’re in control of your super — but that also means you need to meet strict ATO, compliance and reporting rules.
At Bottrell Accountants & SMSF Advisors, we are SMSF specialists — not generalists. Our Maitland-based team provides dedicated support to SMSF trustees at every stage:
Fund setup
Ongoing accounting & compliance
Tax advice & planning
Property & crypto investment tracking
Year-end lodgement & audit coordination
📌 Whether you’re in accumulation, pension, or transition-to-retirement — we’re your SMSF accounting partner.
SMSF accounting is highly regulated and must meet SIS Act and ATO requirements.
As SMSF specialist accountants, we:
✅ Understand complex SMSF tax laws & strategies
✅ Maintain accurate member balances, contributions & pensions
✅ Provide correct documentation for audit & tax lodgement
✅ Guide trustees through property, shares, crypto & rollover rules
✅ Use leading SMSF software (BGL, Class)
✅ Work closely with your financial planner (if you have one)
📌 The wrong advice can cost you your fund’s compliance — or worse. You need SMSF-specific expertise.
✅ SMSF setup & registration (including corporate trustee if needed)
✅ Annual SMSF accounting & tax returns
✅ Member contribution tracking & reporting
✅ Pension phase & minimum drawdown monitoring
✅ Property & asset reconciliation (incl. LRBA loans)
✅ SMSF audit coordination with independent auditors
✅ SMSF crypto accounting (wallet & staking support)
✅ ATO compliance advice & letters
✅ Fund wind-ups & rollovers
✔ Residential & commercial property (with or without LRBA)
✔ ASX shares, ETFs, managed funds
✔ Cryptocurrency (BTC, ETH, staking, DeFi, etc.)
✔ Term deposits & savings accounts
✔ Insurance policies
✔ Mixed portfolios (property + crypto + shares)
📌 We provide full bookkeeping, reporting & tax support across all asset types.
✔ Based locally in Maitland — in-person or virtual support
✔ Chartered Accountants, Tax Agents & SMSF Specialists
✔ Work with both DIY trustees & advised clients
✔ No outsourcing — all work handled in-house
✔ Fixed-fee options available
✔ Support for simple & complex SMSFs
✔ SMSF audit and admin under one roof
We’re not just accountants. We’re your long-term SMSF partners.
We help:
Laurence Farrell2025-01-17Trustindex verifies that the original source of the review is Google. Georgia thorton Myers was a great help with what ever I asked of her nothing was any troubled. great Personally lovely and easy to talk to Peggy Farrell2025-01-17Trustindex verifies that the original source of the review is Google. Georgia was fantastic she did my business tax !! Amazing job fantastic customer service ❤️❤️❤️👌👌👌My tax was lodged with fast turnaround!! I highly recommend recommend Bottrell Accountants!! Very fair pricing !! I will be back again this year !! ✅✅✅✅✅ thank you Georgia.I look forward to dealing with you in the future for my business tax! ⭐️⭐️⭐️⭐️⭐️ DEB SWIFT2025-01-14Trustindex verifies that the original source of the review is Google. Wouldn't use any other Amazing at what they do Gregory Bonett2024-12-12Trustindex verifies that the original source of the review is Google. Bottrell Accountants and Financial Planners, always friendly and efficient service. I have been using them for my taxation and financial needs for 9 years now. Laurelle Conway2024-12-12Trustindex verifies that the original source of the review is Google. From my first encounter to the last with Bottrell Accountants had been nothing short of excellent! Emily Morley2024-12-11Trustindex verifies that the original source of the review is Google. Great service Deborah White2024-12-05Trustindex verifies that the original source of the review is Google. I always receive the best service from the staff and they know all the right information to get the best results for me. Jess H2024-12-02Trustindex verifies that the original source of the review is Google. Bottrell have been an asset in assisting me to manage and grow my small business. Highly recommended. Mark Thomas2024-10-30Trustindex verifies that the original source of the review is Google. Steve's a wonderful guy, always so pleasant, knows his stuff, makes you feel welcome and part of the family.