SMSF Tax Return Services – Maitland NSW
SMSF Tax Support You Can Trust
If you manage a Self-Managed Super Fund (SMSF), it’s essential to ensure your annual tax return and compliance obligations are handled with precision.
At Bottrell Accountants, Tax Agents & Financial Planners, we assist Maitland SMSF trustees with accurate, timely and ATO-compliant SMSF tax return preparation and lodgement.
We support new and experienced trustees, retirees, and SMSF investors with everything from annual compliance to independent audit coordination.
Why Choose Bottrell for Your SMSF Tax Return?
Local SMSF Experts Based in East Maitland
We provide face-to-face service and ongoing support for Maitland trustees.
SMSF Compliance Specialists
We understand the rules – and help you avoid penalties and breaches.
Integrated SMSF Services
Tax, accounting, audit, pension commencement and CGT management.
Fixed-Fee SMSF Packages
No hidden costs. Clear pricing for tax return + audit.
Support for All Fund Types
Single-member, couple, property funds, accumulation & pension phase.
What’s Included in Our SMSF Tax Service
- Annual SMSF Financial Statements
- SMSF Annual Return preparation & ATO lodgement
- Member statements (accumulation & pension)
- Asset revaluations (shares, property, crypto, cash)
- Contribution and pension compliance checks
- CGT event tracking
- Coordination of independent SMSF audit
- Trustee minutes, compliance docs, and recordkeeping support
Who We Help
Our SMSF tax services are ideal for:
- Individuals nearing or in retirement
- Investors managing shares, property, or crypto within their SMSF
- Trustees managing pension-phase payments
- Funds with LRBA (Limited Recourse Borrowing Arrangements)
- New trustees needing guidance on compliance & ATO rules
- SMSFs requiring catch-up or amended returns
SMSF Investment Types We Support
We assist SMSFs with:
- ASX-listed shares & ETFs
- Managed funds
- Residential & commercial property (including LRBA setups)
- Cryptocurrency & digital assets
- Term deposits & cash accounts
- Collectables (art, wine, etc. — subject to SMSF rules)
We ensure all investments meet ATO and SIS Act compliance requirements and are correctly reported in your SMSF return.
Recent ATO Focus Areas 2022/25 Updates
- Annual audit is compulsory: We coordinate with independent auditors
- New TBAR obligations: Ensure pensions and rollovers are correctly reported
- ATO focus on crypto: SMSFs must properly value and document crypto assets
- Asset valuation standards: All investments must be reported at market value
- Member compliance: Ensure contribution caps, pension minimums, and segregation rules are followed
What You'll Need to Provide
To complete your SMSF tax return, we’ll request:
- Last year’s SMSF return (if new to us)
- Bank statements for the fund’s accounts
- Broker portfolio or share trading reports
- Property rental summaries (if applicable)
- Valuation reports (property, collectables, etc.)
- Crypto transaction summaries (if relevant)
- Member contribution and pension withdrawal data
- Trust deed, investment strategy, & trustee meeting minutes
Our Maitland Office
– Visit Us
Bottrell Accountants, Tax Agents & Financial Planners – Maitland:
- Office: 93 Lawes St, East Maitland, NSW, 2323
- Phone: 0249336888
- Email: maitland@bottrellaccounting.com.a
- Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
Where To Find Us
Client Testimonials
Related Services in Maitland
Related Links
- Online Tax Returns
- Business Tax Returns
- Bookkeeping Services
- Business Establishment
- SMSF Accounting
- SMSF Audit
- Tradies & Builder Services
Book Now
Book Your SMSF Tax Return Appointment
Ensure your SMSF return is accurate, compliant and audit-ready. Work with our trusted SMSF accountants in East Maitland today.
