Are routine SMSF administrative tasks overwhelming your clients?Is maintaining accurate records a continuous challenge?Worried about ongoing compliance in SMSF management?

Day-to-Day SMSF Admin
Routine Tasks, Professionally Managed

Q: What platforms do you support for SMSF administration?

We work within Class and BGL360, ensuring seamless integration with your firm’s existing workflows.

Q: Can you help with catch-up bookkeeping?

Yes. We offer catch-up services to bring your SMSF records up to date before transitioning to ongoing support.

Q: How often do you update fund records?

We offer flexible update cycles—daily, weekly, or monthly—based on your firm’s preferences and fund activity.

Q: Is your service compliant with ATO regulations?

Absolutely. Our workflows are built around current SMSF compliance standards and reviewed regularly.

Q: Do you communicate directly with trustees?

We support trustee communication by drafting and sequencing messages, but direct contact is managed by your practice unless otherwise arranged.

Daily SMSF administration is the backbone of compliance—but for most practices, it’s also a drain on time, accuracy, and strategic focus. At BlueCrest Accounting Solutions, we take the pressure off by managing routine tasks with precision, consistency, and review-ready documentation.

From data entry and record keeping to compliance monitoring and trustee communication, our service ensures your SMSF files stay clean, current, and audit-ready.

Whether you’re onboarding new funds or maintaining a growing portfolio, we help you scale operations without sacrificing quality.

What’s Included in Our Day-to-Day SMSF Admin Service

Ongoing Record Keeping & Data Entry - Daily updates to member balances, transactions, and fund activity within Class or BGL360.
Regulatory Compliance Monitoring - Alerts and checks to ensure your funds stay aligned with ATO requirements.
Document Management & Archiving - Secure storage and indexing of trustee minutes, resolutions, and correspondence.
Routine Financial Reporting - Preparation of interim reports for trustee review and advisor planning.
Trustee Communication Support - Drafting and sequencing of routine messages, reminders, and updates.

Routine Admin That Builds Strategic Capacity

We deliver accurate, compliant, and review-ready SMSF administration that frees your team to focus on growth, advisory, and client relationships.

Operational Clarity

Your client's records are always up to date, reducing confusion and improving decision-making.

Reduced Internal Workload

Free your team from repetitive tasks and redirect focus to strategic advisory.

Consistent Compliance

Our workflows are built around ATO standards, helping you avoid penalties and audit delays.

Process Transparency

Every update is documented, timestamped, and ready for review.

Tailored Support for Your Workflow

Whether you prefer weekly updates or monthly summaries, we adapt to your rhythm.

Elevate Your SMSF Operations

At BlueCrest, we believe that daily SMSF administration should be seamless, scalable, and stress-free. Our service helps firms maintain clean records, meet compliance obligations, and deliver consistent value to trustees—without the burden of manual processing.

Whether you’re managing five funds or fifty, we help you stay ahead of deadlines, audits, and client expectations.

Let us handle the day-to-day so you can focus on what matters most.