Are generic workpapers failing to capture granular SMSF financial details?Is manual documentation creating inefficiencies during reviews?Need a comprehensive, review-ready report package that supports every line item?

Customised SMSF Workpapers Precision Documentation with Your Brand Front and Centre

Q: What platforms do you support for customised workpapers?

We work within your Class or BGL360 environment, ensuring seamless integration and compatibility with your existing SMSF workflows.

Q: Can I apply my firm’s branding to the reports?

Yes. All workpapers are white-labelled with your logo and brand elements for consistent client presentation.

Q: How detailed are the cross-references?

Each financial statement line item is matched to its supporting documentation, creating a fully traceable audit trail.

Q: Will this help reduce audit turnaround time?

Absolutely. Our integrated evidence matrix consolidates all documentation, reducing auditor queries and speeding up reviews.

Q: Can you support high-volume SMSF firms?

Yes. Our process is scalable and designed to support firms managing dozens or hundreds of SMSFs.

In the world of SMSF compliance, documentation isn’t just paperwork—it’s proof. At BlueCrest Accounting Solutions, we deliver customised workpapers that transform your SMSF financial statements into a fully cross-referenced, audit-ready evidence matrix. Every report is meticulously compiled, white-labelled with your firm’s branding, and engineered for seamless review.

Whether you’re preparing for audit, finalising accounts, or building a scalable documentation process, our workpapers give you the clarity, consistency, and confidence to move forward. Built using Class or BGL360, our packages integrate supporting documents, cross-reference every line item, and present your brand with polish and professionalism.

What’s Included in Our Customised Workpapers

PDF-Referenced Report Compilation - Every financial statement line item backed by supporting documentation.
Cross-Referencing & Audit Trail - Detailed links between transactions, balances, and source evidence.
Auxiliary Reports Integration - Investment reports, contribution summaries, pension schedules, and more.
White Labelling - Your firm’s logo and branding applied across all documentation.
ATO-Aligned Templates - Built to meet current SMSF compliance standards.
Technology-Enabled Delivery - Compatible with Class, BGL360, and your preferred review workflow.

Results You Can Count On

With every figure backed by evidence and every page branded to your standards, our customised workpapers help you deliver audit-ready documentation that builds trust, reduces review time, and elevates your firm’s professional image.

Accelerated Audit Reviews

Consolidated documentation reduces auditor queries and turnaround time.

Granular Precision

Every figure is backed by evidence—no gaps, no guesswork.

Compliance Confidence

Built to ATO standards, ready for trustee and auditor scrutiny.

Brand Elevation

White-labelled reports reinforce your professionalism and client trust.

Scalable Support

Whether you manage 10 funds or 100, our documentation adapts to your volume and workflow.

Elevate Your SMSF Documentation Standards

At BlueCrest, we believe SMSF professionals deserve documentation that’s as precise and polished as their advice. Our customised workpapers are more than just support files—they’re strategic assets that streamline audits, reinforce compliance, and showcase your brand.

With every report cross-referenced, every detail documented, and every page branded, you’ll be ready for review, ready for growth, and ready to lead.