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:
Posted on Google Lauren PTrustindex verifies that the original source of the review is Google. Couldn’t recommend enough. Stephen was great, knowledgeable and super efficient. Georgia was so lovely with great customer service. Very fairly priced and efficient. Will definitely be returning and recommending to all family and friends!Posted on Google Talisa ThieringTrustindex verifies that the original source of the review is Google. So easy to book in, very friendly and helpful and prompt with email replies. Highly recommend!Posted on Google Karin WhiteleyTrustindex verifies that the original source of the review is Google. Fantastic as always with getting my return and they go above and beyond in helping us with getting our tax returnPosted on Google Nannaphat KhongmanTrustindex verifies that the original source of the review is Google. Great servicePosted on Google David ThomasTrustindex verifies that the original source of the review is Google. Very helpful and understands military taxPosted on Google Craig ForsterTrustindex verifies that the original source of the review is Google. Very happy with the advice I have been given and looking forward to starting the journey with the professional teamShowing only 4-5 star reviews