Are you struggling with a setting up the accounts in complex SMSF software?Is manual data entry compromising your efficiency and compliance?Worried that incomplete configuration might impact your client’s superfund reporting?

SMSF Accounting Software Setup! Right Tools. Right Start.

Q: What does SMSF software setup involve?

SMSF software setup includes configuring fund details, member accounts, opening balances, chart of accounts, and activating bank and broker feeds. It ensures your SMSF file is audit-ready and aligned with ATO standards.

Q: Which SMSF platforms do you support?

We work across ClassSuper, BGL360, Mclowd, and other leading SMSF platforms. Our setup process is tailored to your chart of accounts, reporting preferences, and compliance needs.

Q: Can you migrate data from another SMSF platform?

Yes. We handle full data migration between platforms, including investment parcels, member balances, and historical transactions — ensuring continuity and audit alignment.

Q: Is SMSF software setup part of a broader outsourcing workflow?

Yes. Setup is often the first step in our SMSF support workflow, which includes SMSF bookkeeping, finalisation, audit workpapers and tax prep. — all delivered as a seamless extension of your team.

Q: How do you ensure compliance during setup?

Our SMSF specialists follow ATO guidelines and audit protocols at every step. From trustee documentation to SuperStream configuration, we ensure your setup meets regulatory and reporting standards.

Setting up SMSF accounting software shouldn’t slow down your onboarding process. At BlueCrest, we configure ClassSuper, BGL360, and Mclowd from scratch — so your files are audit-ready from day one.

We take care of entering all the key fund details like ABN, TFN, addresses, setting-up trustee and member accounts, to loading opening balances and capturing prior year investment parcels from scratch.

In a way, we take care of everything that is needed to ensure that your data file is ready for preparing the annual accounts.

Essentials for SMSF Software Setup

Fund Data Entry - ABN, TFN, addresses, and other essential fund details entered with precision.
Trustee & Member Account Setup - Creation of individual accounts with correct roles and balances.
Opening Balances & Historical Data - Loading prior-year investment parcels and member balances for continuity.
Chart of Accounts Configuration - Customised setup aligned with your reporting preferences and compliance needs
Bank & Broker Feed Activation - Integration support for automated data feeds and transaction syncing.
Software-Specific Optimisation - Tailored setup for Class, BGL360, or Mclowd—ensuring compatibility and audit readiness.

Why Firms Outsource SMSF Setup to BlueCrest?

At BlueCrest, we don’t just enter data — we engineer your SMSF file for long-term clarity. Every ledger, parcel and member balance is mapped with precision, so your team can focus on advisory, not admin.

Accurate, Compliant Configuration

Every detail is captured correctly, reducing future adjustments and audit risks.

Operational Efficiency

Faster onboarding and reduced manual effort free up your team for higher-value tasks.

Trustee & Auditor Confidence

Clean setup builds trust and ensures smooth downstream reporting.

Scalable Support

Whether you manage one fund or hundreds, our process adapts to your volume and platform.

Future-Ready Files

Your SMSF software is configured to support seamless processing for years to come.

Start Smart with SMSF Setup

At BlueCrest, we understand that a well-configured SMSF file isn’t just a technical requirement—it’s the launchpad for every future report, audit, and trustee conversation. Our accounting software setup service ensures your Class, BGL360, or Mclowd environment is built with precision, compliance, and scalability in mind.

From opening balances to feed activation, we handle the details so your team can focus on delivering strategic advice and building client trust. Whether you’re onboarding one fund or migrating a portfolio, we help you start strong—with clean data, compliant structure, and future-ready workflows.