Are your SMSF reports generic and lacking your brand identity?Do you need professional reports generated directly from SMSF systems?Worried that standard reporting may not clearly reflect your quality standards?

Customised SMSF Reporting Branded Clarity for Confident Conversations

Q: What SMSF platforms do you support for customised reporting?

We work within your Class or BGL360 environment, extracting reports directly from your setup for seamless formatting and delivery.

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

Yes. All reports are white-labelled with your logo, color palette, and visual identity to ensure consistency across client communications.

Q: Are the reports compliant with ATO standards?

Absolutely. We format all outputs to meet current SMSF reporting and audit requirements, including trustee summaries and financial statements.

Q: What types of reports can you customise?

We support trustee minutes and resolutions, investment performance reports, contribution schedules, pension reports, member balances, and more—tailored to your needs.

Q: How quickly can I receive the customised reports?

Turnaround depends on volume, but most reports are delivered within 3–5 business days once data is received and scoped.

In SMSF practice, how you present data is just as important as the data itself. At BlueCrest Accounting Solutions, we help SMSF professionals transform raw software outputs into polished, white-labelled reports that reinforce your brand and simplify client communication.

Our customised reporting service extracts core SMSF data from platforms like Class and BGL360, formats it into clean, navigable PDFs, and applies your firm’s logo and visual identity. Whether you’re preparing trustee summaries, audit-ready financials, or investment performance reports, we ensure every document is compliant, consistent, and client-friendly.

This isn’t just formatting—it’s strategic presentation that supports advisory conversations, builds trust, and elevates your professional image.

What’s Included in Our SMSF Reporting Package

Core Data Extraction - Pulling financial statements, member balances, contributions, pensions, and investment reports directly from Class or BGL360.
Professional PDF Formatting - Reports are converted into clean, bookmarked PDFs with consistent layout and visual hierarchy for easy review.
White Labelling - Your firm’s logo and branding applied across all documentation to reinforce your identity and client trust.
ATO-Compliant Structuring - Reports formatted to meet current SMSF regulatory standards, ensuring audit readiness and trustee clarity.
Review-Ready Delivery - Final outputs packaged for seamless sharing with trustees, auditors, or internal teams—ready for review or lodgement.

Results You Can Count On

Our customised reporting service delivers more than just polished documents—it delivers strategic value

Branded Presentation

Every report reflects your firm’s professionalism, helping you stand out in trustee and auditor interactions.

Faster Review Cycles

Clean formatting and logical structure reduce confusion and speed up client and auditor reviews.

Improved Client Experience

Trustee-friendly layouts make complex SMSF data easier to understand and act upon.

Compliance Confidence

Reports are aligned with ATO standards and formatted to support audit readiness.

Scalable Support

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

Customised SMSF Reports That Speak Your Brand

At BlueCrest, we believe every SMSF report should reflect the quality of the firm behind it. Our customised reporting service helps you deliver documentation that’s not only accurate and compliant—but also polished, branded, and client-ready.

With every report tailored to your workflow and visual identity, you’ll spend less time formatting and more time advising. Let us handle the presentation so you can focus on the conversation.