AFSL-authorised general-advice research designed for SMSF trustees, accountants and auditors.

See exactly what your clients receive when they request an Outlook Report on a share or ETF they hold.
Every report follows our 6-Pillar Framework and includes full AFSL disclosures, metadata, and version control.

⭐ Professional. Compliant. Easy to Understand.

Our reports are purpose-built for:

SMSF investment strategy reviews (SIS Reg 4.09)
annual audit documentation
general risk assessment
holding vs trimming vs monitoring decisions

They provide reasoning, not recommendations — keeping everything compliant for accountants and trustees.

⭐ Report Preview

White-labeled branding (your accounting firm name)
Ticker and asset name
“Prepared by Aurea — Authorised Representative of Finchley & Kent (AFSL 555169)”
Issue date, version number, analyst initials

Each Outlook Report includes:

Liquidity & Tradability
Valuation Upside & Mispricing
Catalysts on the horizon
Management alignment & credibility
Structual tailwinds & theme fit
Market sentiment & Price analysis

This format gives trustees clear, structured reasoning for audit defensibility.

Download the Full Sample Report

Use this to:

show partners/directors inside your firm
demonstrate value to your SMSF clients
see the full depth of analysis
review our compliance structure

Why Accountants Use These Reports

✔ Helps SMSF trustees document decisions
✔ Supports investment strategy reviews
✔ Reduces audit friction
✔ Adds value without providing advice
✔ Creates a new revenue stream
✔ Strengthens client relationships

Our reports bridge the gap between what trustees expect…
and what accountants can legally provide.

Become a Partner Accountant

Offer AFSL-authorised investment documentation to your SMSF clients — without providing personal advice.