SMSF Specialist Accountants – Newcastle, NSW

Complete SMSF Solutions with Specialist Support

Managing your own super fund gives you flexibility and control — but also responsibility.

At Bottrell Accountants Newcastle, we’re SMSF specialists offering end-to-end services for trustees across:

SMSF Setup
SMSF Accounting & Bookkeeping
Annual Tax Returns
Ongoing Administration
Compliance Strategy
Trustee Support & Guidance

📌 We take the complexity out of managing your fund — so you can focus on building wealth for retirement.

Full-Service SMSF
Expertise in One Place

We provide complete in-house SMSF support including:

✅ SMSF Setup

ABN, TFN, and Super Fund Registration
Trust deed preparation (with legal support)
Corporate trustee setup (optional)
Fund bank account & software integration
Member applications & initial investment support

✅ SMSF Accounting

Annual financial statements
Investment income & capital gains reconciliation
Member balances & pension tracking
End-of-year workpapers for audit

✅ SMSF Tax

Annual SMSF tax return preparation & lodgement
CGT calculation on property, shares & crypto
Pension phase tax exemptions
Contributions caps & tax impact

✅ SMSF Bookkeeping

Monthly/quarterly bookkeeping
Data entry, reconciliations & reporting
Support for all major software (BGL, Class, Xero)
Document management & storage

✅ SMSF Administration

Trustee meeting minutes & resolutions
Investment strategy reviews
Compliance alerts & deadline tracking
Coordination with your SMSF auditor

✅ SMSF Strategy & Ongoing Support

Pre-retirement planning
Pension commencement & drawdown strategies
Contribution planning (before EOFY)
Structure reviews for asset protection & tax optimisation
Support during ATO reviews or audits

📌 All under one roof — no outsourcing, no confusion, just expert local support.

Who We Work With

✔️ First-time SMSF trustees
✔️ High-income professionals planning for retirement
✔️ Trustees with complex assets (property, shares, crypto)
✔️ Individuals needing structure, setup and long-term support
✔️ SMSFs using external advisers or operating independently
✔️ Families managing multi-member funds
✔️ Newcastle & regional NSW investors

Investment Types We Support

Our team handles SMSFs with:

ASX shares, ETFs, and international stocks
Residential and commercial property
Cryptocurrency (CoinSpot, Binance, wallets)
Managed funds, wrap platforms & term deposits
Collectables (ATO-compliant only)
LRBAs (Limited Recourse Borrowing Arrangements)

📌 We ensure accurate valuation, reporting, and compliance across all investment types.

Why Choose Bottrell?

✔ Newcastle-based team – real people, not a call centre
✔ Chartered Accountants, CPAs & Registered Tax Agents
✔ 20+ years of SMSF and superannuation experience
✔ Fixed-fee packages for transparency
✔ In-house SMSF tax, accounting & admin
✔ Coordination with your adviser or we can act independently
✔ Dedicated SMSF point of contact — no repeating yourself

📌 We’re the SMSF specialists that other firms call when they need help.

Newcastle Office Contact

📍 Bottrell Accountants – Newcastle Office
45 Hunter St, Newcastle, NSW, 2300
📞 Phone: (02) 4003 4808
📧 Email: newcastle@bottrellaccounting.com.au
🔗 Contact the Newcastle Team
🕒 Office Hours:
Mon–Fri: 7:30am–5:30pm
Saturday: 9:00am–2:00pm