How Aurea Reports Work
A simple, compliant workflow built for accountants and SMSF trustees.
⭐ Step 1 — The Trustee Requests an Outlook Report
Your SMSF client asks for an analysis of a share or ETF they already hold.
(Example: “Can you get me an outlook on BHP?”)
This ensures:
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It is sell-side style (client-initiated)
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No personal advice is provided
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No recommendation is pushed onto the client
Only responding to the client's request.
⭐ Step 2 — You Forward the Request to Aurea
You send the request via:
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Your partner email
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Your partner portal (coming soon)
We receive:
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The ticker
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The company/ETF
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Your firm’s name (for white-labeling)
This keeps the workflow clean and compliant.
⭐ Step 3 — We Build the Report Using the 6-Pillar Framework
Our analysts produce a 6-Pillar Outlook Report including:
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Liquidity & Tradability
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Valuation upside & Mispricing
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Catalysts on the horizon
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Management alignment & Credibility
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Structual tail winds & Theme fit
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Market sentiment & Price analysis
Each report contains:
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AFSL details
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General advice disclaimer
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Metadata
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Version number
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Issued date
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White-labeled accountant branding (“Prepared for ___”)
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“Produced by Aurea — Authorised Representative of Finchley & Kent (AFSL 555169)”
This ensures compliance and clarity.
⭐ Step 4 — You Deliver the Report to Your SMSF Client
You send the finished PDF to your client.
This maintains:
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Your relationship with them
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Your position as their trusted adviser
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Your control over client communication
Because the report is general advice, you remain fully compliant.
⭐ Step 5 — The Trustee Uses the Report for Decision-Making
The report provides:
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General reasoning
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Risk profiles
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Scenario outcomes
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What to watch
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Investment context
Clients may choose to:
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Hold
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Sell
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Reduce position
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Monitor levels
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Make no changes at all
Your firm does not tell them what to do. The report supports their independent decision-making.
⭐ Step 6 — The Report Goes Into Their SMSF Audit File
At year-end, the trustee can include these reports in:
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Annual investment strategy reviews
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SIS Reg 4.09 documentation
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Auditor files
This provides:
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Clear investment reasoning
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Documented reviews
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Defensible justification
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Evidence of oversight
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Compliance support
Auditors love this. ATO reviews become smoother. You reduce audit headaches.