SMSF Tax Return Services – Newcastle, NSW
Need Help with Your SMSF Tax Return?
If you have a Self-Managed Super Fund (SMSF), the ATO requires you to lodge an annual tax return — correctly and on time.
At Bottrell Accountants Newcastle, we handle the preparation, review, and electronic lodgement of your SMSF tax return, ensuring compliance with:
- ATO tax obligations
- SIS Act & superannuation legislation
- Member balances & investment rules
- Audit and recordkeeping requirements
📌 Whether your fund is in accumulation, pension, or transition phase — we tailor the return to your unique situation.
What’s Included in Our SMSF Tax Return Service
✅ Preparation of SMSF Annual Return (SAR)
✅ Fund income & expense reconciliation
✅ Member balances & contribution tracking
✅ Tax calculation (incl. exempt income for pensions)
✅ Lodgement via Registered Tax Agent
✅ Liaison with your SMSF auditor (if required)
✅ Review of fund compliance for tax purposes
✅ Capital gains tax tracking (property, shares, crypto)
✅ Losses, franking credits & carried forward deductions
✅ Document storage & ATO correspondence handling
✅ Fund income & expense reconciliation
✅ Member balances & contribution tracking
✅ Tax calculation (incl. exempt income for pensions)
✅ Lodgement via Registered Tax Agent
✅ Liaison with your SMSF auditor (if required)
✅ Review of fund compliance for tax purposes
✅ Capital gains tax tracking (property, shares, crypto)
✅ Losses, franking credits & carried forward deductions
✅ Document storage & ATO correspondence handling
📌 We work alongside your auditor or can refer you to trusted external SMSF auditors.
Investment Types We Handle
Our SMSF tax team is experienced with:
- Shares & ETFs (ASX / international)
- Cryptocurrency (CoinSpot, Binance, etc.)
- Residential & commercial property
- Term deposits, savings, and fixed interest
- Managed funds & wrap platforms
- Collectables (ATO-compliant only)
- Limited Recourse Borrowing Arrangements (LRBAs)
Every investment type has specific tax rules — and we get it right.
Who We Help
✔️ SMSF trustees in Newcastle & surrounding suburbs
✔️ Funds in accumulation or pension phase
✔️ Funds with multiple members or complex contributions
✔️ New SMSF trustees lodging their first return
✔️ Individuals managing SMSFs with property, crypto or shares
✔️ Trustees with lapsed lodgements or ATO follow-ups
Why Choose Bottrell for SMSF Tax?
✔ Registered Tax Agents & Chartered Accountants
✔ 20+ years helping trustees lodge accurately
✔ Based locally in Newcastle — face-to-face or virtual
✔ Fixed-fee tax return options
✔ We work with your financial adviser (or independently)
✔ We speak your language — no confusing jargon
✔ Support for late lodgements or multiple-year catch-ups
✔ 20+ years helping trustees lodge accurately
✔ Based locally in Newcastle — face-to-face or virtual
✔ Fixed-fee tax return options
✔ We work with your financial adviser (or independently)
✔ We speak your language — no confusing jargon
✔ Support for late lodgements or multiple-year catch-ups
📌 We’re here to help you stay compliant, tax-effective and audit-ready.
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
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