Are you struggling to maintain complete and compliant trustee records?Is manual minute-taking affecting the quality of your documentation?Worried that your trustee resolutions aren’t audit-friendly?

Trustee Minutes & Resolutions Formal Documentation That Strengthens SMSF Governance

Q: What types of trustee resolutions can you prepare?

We support resolutions for pension commencements, investment strategy updates, rollovers, benefit payments, trustee changes, and more—tailored to your fund’s needs.

Q: Are the documents compliant with ATO regulations?

Yes. All minutes and resolutions are reviewed against current SMSF guidelines to ensure audit readiness and regulatory compliance.

Q: Can you help with catch-up documentation for prior years?

Absolutely. We assist firms with retrospective documentation to ensure historical decisions are properly recorded and defensible.

Q: How are the documents delivered and stored?

Finalised documents are provided in PDF format, organised for secure archiving and easy retrieval during audits or trustee reviews.

Q: How quickly can you prepare trustee minutes and resolutions?

Turnaround depends on fund complexity, but most documentation is completed within 2–3 business days once details are confirmed.

In SMSF administration, every trustee decision matters—and every decision must be documented with clarity, compliance, and care. At BlueCrest Accounting Solutions, we help SMSF professionals formalise trustee actions through meticulously drafted minutes and resolutions that meet ATO standards and withstand audit scrutiny.

Our service ensures that every meeting, motion, and fund-related decision is recorded in a structured, review-ready format. Whether you’re finalising year-end accounts, initiating pension payments, or updating investment strategies, our documentation reinforces transparency, supports audit readiness, and protects trustees from future disputes or regulatory gaps.

We don’t just write documents—we build a governance framework that reflects your professionalism and safeguards your SMSF.

What You Get with Our Trustee Documentation Service

Formal Trustee Meeting Minutes - Detailed records of trustee discussions, decisions, and attendance—structured for clarity and compliance.
Customised Trustee Resolutions - Tailored resolutions for key actions such as benefit payments, investment changes, rollovers, and more.
ATO Compliance Review - Every document is validated against current SMSF regulatory standards to ensure audit readiness.
Audit Trail Structuring - Supporting documentation is linked to each resolution, creating a clear evidence path for external review.
Secure Archiving & Record Management - Finalised documents are delivered in PDF format and organised for long-term storage and retrieval.

What You Can Expect

Our trustee minutes and resolutions service delivers formal, compliant, and review-ready records that reinforce governance, reduce audit exposure, and build long-term confidence in your SMSF operations.

Review-Ready Governance Records

Every minute and resolution is formatted for trustee review and auditor verification.

Reduced Audit Risk

Clear, compliant documentation helps prevent audit delays and regulatory penalties.

Improved Trustee Confidence

Trustees gain peace of mind knowing their decisions are properly recorded and defensible.

Time-Saving Templates

We streamline recurring documentation tasks with reusable, branded templates.

Scalable Support

Whether you manage one fund or fifty, our process adapts to your volume and workflow.

Documentation That Keeps Your SMSF Audit-Ready

At BlueCrest, we believe that strong documentation is the backbone of SMSF governance. Our trustee minutes and resolutions service helps firms formalise decisions with clarity, consistency, and compliance—so trustees can act with confidence and auditors can review with ease.

Whether you’re finalising accounts, initiating pensions, or updating investment strategies, our documentation ensures every action is defensible, every record is review-ready, and every fund is protected. Let us help you build a governance framework that reflects your professionalism and supports long-term SMSF success.