Bottrell Accountants, Financial Planners & Tax Agents

East Maitland Accountants & Financial Advisors, Newcastle Accountants & Financial Advisors

Superannuation Services

smsf-self-managed-super. Newcastle Accountant

SMSF administration

The Team can help you with the administration of your SMSF. We can complete your annual regulatory reporting obligations and manage your SMSF records. We can provide advice in relation to:

  • Contributions
  • Retirement projections
  • Retirement income streams
  • Lump sum withdrawals
  • Transition to retirement income streams
  • Lump sum withdrawals
  • Transition-to-retirement income streams
  • Receiving death benefits
  • Re-contribution strategies
  • Limited recourse borrowing arrangements
  • Direct property transfers into an SMSF
  • Development investment range strategies
  • Insurance needs
  • Basic deposit products

For more information contact us

Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services. Australian Financial Service License: No 246638.

You should consider seeking independent legal, financial, taxation or other advice to check how the website information relates to your unique circumstances.