Downloads

Signed Engagement Letter
Use the engagement letter in BGL 360 audit reports, or this if you prefer.


Signed Representation Letter
Use the representation letter in BGL 360 audit reports, or this if you prefer.


Investment Strategy
Please prepare an investment strategy, the attached is a sample (the Investment Strategy in BGL360/Reports may also assist)


Member Application
Use your own member application, or this if you prefer.


Trustee Declaration
This may also be downloaded from the ATO.


Market Value Declaration
For investments that have no other valuation.