SMSF Outsourcing & Offshoring
SMSF Services Built for Accounting Firms — Not Trustees
BlueCrest is your dedicated back-office SMSF team. We handle the compliance work — setup, accounting, audit support, and administration — while your firm focuses on clients, growth, and billable advisory.
3
4
AU
BGL360 · Class Super · Mclowd
ABN & ASIC Registered
ATO-Compliant Workpapers
Dedicated Accounts Manager
Scalable for Peak Periods
What We Do
Outsource Your SMSF Workload. Keep Your Client Relationships.
Running SMSF work in-house is expensive. Hiring qualified SMSF accountants is competitive. Peak periods — 30 June rollovers, audit season, lodgement deadlines — stretch even well-resourced practices thin.
That’s exactly why accounting firms and financial planner practices across Australia partner with BlueCrest for SMSF outsourcing. We operate as your white-labelled back office — trained on the same platforms, aligned to the same ATO standards, and working to your firm’s turnaround expectations.
SMSF files prepared to review-ready standard — your team lodges
Works across BGL360, Class Super, and Mclowd
Fixed per-fund pricing — no hidden overheads
Scalable capacity for small firms and large practices alike
Dedicated accounts manager on every engagement
SMSF Software We Work With
BGL 360
Class Super
Mclowd
SuperMate
Our SMSF Services
Every Stage of the SMSF Lifecycle, Covered
From onboarding a new fund through to annual compliance — our outsourced SMSF team handles the full workflow so your firm doesn’t have to.
SMSF Setup & Software Configuration
We configure BGL360, Class Super, and Mclowd from scratch — entering ABN, TFN, trustee and member details, opening balances, and prior-year investment parcels so your data file is audit-ready from day one.
BGL360 Setup
Class Super Config
Mclowd Onboarding
Opening Balances
SMSF Accounting & Financial Reporting
End-to-end outsourced SMSF accounting covering bank reconciliations, investment matching, annual financial statements, member statements, SMSF tax return preparation, and customised reporting packages.
Financial Statements
SMSF Tax Return Prep
Member Statements
Reconciliations
SMSF Audit Support & Workpaper Preparation
We prepare audit-ready workpapers, compliance checklists, and electronically referenced documentation — so your auditor receives a clean, organised pack and can focus on review rather than document gathering.
Audit Workpapers
Compliance Checklists
Audit Pack Prep
ATO Correspondence
SMSF Administration & Compliance Monitoring
Ongoing fund administration including contribution tracking, pension calculations, TBAR reporting, member communications, and regulatory lodgement support — keeping trustees compliant and your firm on schedule.
Contribution Tracking
Pension Calculations
TBAR Reporting
Reconciliations
Our Process
How SMSF Outsourcing with BlueCrest Works
A simple, structured workflow — designed around how your firm already operates, not the other way around.
Onboarding Call
We understand your fund portfolio, software preferences, turnaround expectations, and quality standards.
Secure Document Handoff
You share fund documents via your preferred secure channel — we set up files and begin processing immediately.
Preparation & QA
Your dedicated accounts manager oversees all SMSF work — reviewing accuracy and ATO compliance before delivery.
Your Firm Reviews & Lodges
We deliver review-ready files. Your team checks, signs off, and lodges — full control stays with you, always.
Why Firms Choose to Outsource SMSF
The Business Case for SMSF Offshoring
Firms that outsource their SMSF processing don’t just save money — they gain the capacity to grow.
Significant Cost Reduction
Eliminate full-time salary overheads, recruitment costs, and peak-period contractor fees with fixed, per-fund outsourcing pricing.
Scale Without Hiring
Take on more SMSF clients without adding permanent headcount. Our offshore team scales with your portfolio — up or down.
Faster Turnaround Times
Dedicated offshore processing capacity means SMSF files move faster — especially during lodgement season when your local team is under pressure.
Focus on Advisory Work
Free your senior staff from routine compliance processing. Let them spend time on the higher-value advisory conversations that strengthen client loyalty.
ATO-Compliant Output
Every SMSF file is prepared to ATO standards with structured workpapers, accurate reconciliations, and proper documentation — ready for your review.
White-Labelled, Invisible to Clients
BlueCrest works quietly behind the scenes. Your firm's name is on everything. Your client relationships remain 100% yours.
Our Happy Clients!
“The onboarding process was smooth, and their communication is excellent. We feel confident knowing our clients’ data is handled securely and professionally for all preparation tasks.”
Boutique Accounting Practice
The bookkeeping support has been a game-changer. Our records are more accurate than ever, and the time saved is invaluable for focusing on growing my business and achieving our key goals.
Small Business (Services)
“Tax season used to be very stressful due to capacity issues. Outsourcing preparation work to BlueCrest allowed our senior team to focus on review and client advice. Highly recommend.”