Accounting Software Set-up - BlueCrest Accounting Solutions

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?

Streamline Your SMSF Software Set-up

Integrate our specialised SMSF software set-up service into your SMSF offering. We manage the entire configuration process—from entering essential details such as the fund’s ABN, TFN, addresses, trustee and member accounts, to loading opening balances and recording prior year investment parcels—ensuring your client’s superfund is fully configured and review-ready with all information in line with ATO regulations.

Supplementary Services Tailored to You

Entering essential SMSF data including fund ABN, TFN, and addresses
Creation of trustee and member accounts
Loading opening balances
Recording prior year investment parcels
Setting up the chart of accounts and complete system configuration
Data migration and integration support
Bank and broker feeds activation and support
Utilisation of industry-leading software: BGL360, ClassSuper, and Mclowd

Results You Can Count On

Accurate, compliant SMSF configurations—expertly set up with leading platforms to streamline operations, reduce manual effort, and build trustee confidence.

Accuracy & Compliance

Our meticulous data entry and system configuration ensure that every required detail is captured precisely, delivering a superfund configuration that is review-ready and fully compliant with ATO regulations.

Operational Efficiency

By outsourcing your SMSF software set-up, you reduce manual effort and accelerate the implementation process—freeing your internal resources to focus on providing strategic SMSF advisory services.

Enhanced Trustee Confidence

Utilising leading technologies such as BGL360, ClassSuper, and Mclowd guarantees a robust, review-ready system configuration that instills confidence among SMSF trustees and meets all regulatory requirements.

Conclusion

Partner with Us for a Fully Configured Superfund

Partner with us to ensure that your client’s superfund is fully configured with all necessary information incorporated as required by ATO regulations.

This service is an integral part of the comprehensive SMSF solutions you offer, enabling your practice to deliver review-ready systems and accurate reporting, so you can focus on strategic SMSF advisory and client engagement!