SMSF Professionals - BlueCrest Accounting Solutions

Need reliable SMSF support without the overhead?Is your SMSF workflow slowing down your client delivery?”What if your outsourced SMSF team felt like your own?

SMSF Services

At BlueCrest, we specialise in SMSF support for accounting firms and financial planners who value precision, compliance, and quiet reliability. Whether you’re outsourcing routine administration or complex reporting, our SMSF Services are designed to integrate seamlessly into your workflow—so you can deliver consistent, audit-ready outcomes without the operational burden.

From day-to-day administration to year end accounts finalisation, we handle every detail with care. Our team works as an invisible extension of yours, ensuring your clients’ SMSFs are managed with clarity, compliance, and confidence.

Our SMSF Services

SMSF Accountants

Dedicated SMSF specialists who understand the nuances of trustee obligations, reporting standards, and audit preparation.

Accounting Software Set-up

Initial configuration of SMSF entities in your preferred platform—tailored to your chart of accounts and reporting needs.

Bank Reconciliations

Accurate reconciliation of SMSF bank accounts to ensure every transaction is matched and verified.

Finalisation of Accounts

Year-end adjustments, member balances, and financial statements prepared for review and audit.

Customised Workpapers

Firm-branded, audit-ready workpapers aligned with your review process and compliance standards.

Customised Reporting

Tailored financial reports for trustees, planners, or auditors—delivered in your preferred format.

Trustee Minutes and Resolutions

Preparation of compliant trustee documentation for key decisions, rollovers, and year-end processes.

SuperStream Rollovers and Requests

Processing of rollovers and release authorities via SuperStream, with full documentation and follow-up.

SMSF Tax Returns

Preparation and lodgement of SMSF annual returns, including member statements and supporting schedules.

Business Activity Statements (BAS)

Quarterly BAS preparation for SMSFs registered for GST, with full reconciliation and lodgement support.

Transfer Balance Account Reports (TBAR)

Timely reporting of pension commencements, commutations, and other events under TBAR requirements.

Assistance with Winding Up

Support with SMSF wind-up including final accounts, member payments, documentation, and ATO lodgement.

Quietly Empowering Your SMSF Workflow

With BlueCrest, SMSF outsourcing isn’t just about ticking boxes—it’s about trust, consistency, and deep compliance expertise. We help you deliver high-quality outcomes without the noise, delays, or rework. Whether you’re an accounting firm or a financial planner, we’ll tailor our support to your systems, your clients, and your standards.

Let’s simplify SMSF—together.