Signed Engagement Letter (PDF)
Signed Engagement Letter (DOC)
Use the engagement letter in BGL 360 audit reports, or this if you prefer.
Signed Representation Letter (PDF)
Signed Representation Letter (DOC)
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.
SuperStream Rollover Declaration
Use your own superstream rollover declaration, or this if you prefer.
