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Make sure your business is covered.
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Don't miss out of on what you're eligible for.
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Plan for the future.
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Resources

Staff and clients can improve their entrepreneurial experiences through these innovative business and private wealth tools.
As a technically strong company - we aim to keep building on them and educating around them.

Categories

Forms

Form
Web
Investor Checklist
Form
Web
Client Feedback (2019)
Form
Web
Client Feedback (2018)
Form
Document
Employee Pulse Survey
Form
Document
Order Form (Rent Abatement Template Letters)
Form
Web
AIA Health
View all forms

Guides

Guide
eBook
A BlueRock Guide to Employee Share Schemes
Guide
eBook
BlueRock Capability Statement
Guide
Document
Private Wealth Financial Services Guide
Guide
Document
BlueRock Private Wealth Business Profile
Guide
Document
The BlueRock Guide to Estate Planning
Guide
Video
Funding Growth: Using Funding to Grow Your Franchise and Support Your Franchisees
Guide
Video
Export Market Development Grant Webinar
Guide
Video
BlueRock Private Wealth Investment Update: September 2021
Guide
Video
The Right Location: Setting your Franchisees up for Success
Guide
Video
Investing for Entrepreneurs: Round 1
Guide
Video
Investing for Entrepreneurs: Round 2
Guide
Video
The Lifecycle of the Franchisee
View all Guides

Portals

Portal
Web
Xero Login
Finance at Your Fingertips
Portal
Web
My Prosperity Portal
A Holistic Financial View
Portal
Web
Private Wealth Portal
Powered by Xplan
Portal
Web
Mason Stevens Portal
Live Portfolio Reporting
Portal
Web
MoneySoft Portal
Control Your Cashflow
Portal
Web
SMSF Client Portal
Powered by Class.
Portal
Web
Remote Desktop
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Press

Press
Podcast
Recruitment Expert | Accountants Exposed - Building a $1B Accounting Brand Whilst Sharing the Wealth With Your Staff!
Press
Video
The Culture Couch - "Do the things you love" - Bruce McFarlane & Trevor Gordijn (BlueRock)
Press
Document
Firm Foundations - Franchise Business Articles
Press
Podcast
Peter Lalor Talks Futures
Press
Podcast
BlueRock Group on Hustle
Press
Podcast
Aaron March - Beating Cancer Social Enterprise
Press
Podcast
Peter Lalor – Curiosity, Entrepreneurship & Purpose
Press
Web
The Ethics Centre break down how BlueRock uses culture to attract top talent
Press
Web
Chartered Accountants explores BlueRock’s next generation accounting and business advisory success story
View all Press

Promotional

Promotional
Document
BRGI Benefit Comparison - Hospitality
Promotional
Document
BRGI Benefit Comparison - Digital Agency
Promotional
Document
BRGI Benefit Comparison - Engineering
Promotional
Document
Self Managed Super Funds Made Easy - BlueRock’s SMSF Package
Promotional
Document
Who is BlueRock?
Promotional
Document
Growing Wealth With the Experts - Business and Private Wealth Advisory
Promotional
Document
BlueRock Investment Solution (April 2020)
View all promotional material

Tools

Tool
Video
Private Wealth Investment Update Seminar
Join BlueRock Investment Committee (BRIC) members, Craig Ferguson and Gareth de Maid for the first BlueRock Private Wealth Investment Update Seminar of the year!
Tool
Document
What to Provide to Your Accountant for EOFY Reporting: A Handy Checklist
Tool
Video
Effectively Managing People as a Franchisor
Tool
Document
COVIDSafe Plan
The COVIDSafe Plan has been developed to support businesses to safely reopen, maintain a COVIDSafe workplace, and prepare for a suspected or confirmed case of coronavirus (COVID-19) in the workplace.
Tool
Document
BlueRock Insurance Review
Tool
Web
ATO SMSF resources
Tool
Web
Stamp Duty Calculator
Tool
Document
Position Description Sample
View all tools

Update

Update
Video
Managing the Vaccine Mandate in Your Workplace
Update
Video
Rent and COVID-19: The Latest Updates
Update
Video
A Practical Workshop on the Franchising Code of Conduct Reforms
Reforms to the Franchising Code of Conduct and how they will affect you.
Update
Video
Finance and Property Market Update Webinar Recording
View all Updates

Formats

Apps

Nothing here (yet!).
We're working on filling out this catalogue with awesome resources.
Please check back again at a later date.
View all Apps

Books

Guide
eBook
A BlueRock Guide to Employee Share Schemes
Guide
eBook
BlueRock Capability Statement
View all Books

Documents

Guide
Document
Private Wealth Financial Services Guide
Guide
Document
BlueRock Private Wealth Business Profile
Guide
Document
The BlueRock Guide to Estate Planning
Guide
Document
IFB: Will I Make Money From a Franchise?
Guide
Document
Financial Services Guide July 2021 (BlueRock General Insurance)
Tool
Document
What to Provide to Your Accountant for EOFY Reporting: A Handy Checklist
Tool
Document
COVIDSafe Plan
The COVIDSafe Plan has been developed to support businesses to safely reopen, maintain a COVIDSafe workplace, and prepare for a suspected or confirmed case of coronavirus (COVID-19) in the workplace.
Guide
Document
Better Together Report
Better Together: Increasing Male Engagement in Gender Equality Efforts in Australia
Guide
Document
Buying Property Through an SMSF (Webinar Slides)
Our experts explain everything you need to know about buying property through your SMSF.
Promotional
Document
BRGI Benefit Comparison - Hospitality
Promotional
Document
BRGI Benefit Comparison - Digital Agency
Promotional
Document
BRGI Benefit Comparison - Engineering
View all Documents

Podcasts

Press
Podcast
Recruitment Expert | Accountants Exposed - Building a $1B Accounting Brand Whilst Sharing the Wealth With Your Staff!
Press
Podcast
Peter Lalor Talks Futures
Press
Podcast
BlueRock Group on Hustle
Press
Podcast
Aaron March - Beating Cancer Social Enterprise
Press
Podcast
Peter Lalor – Curiosity, Entrepreneurship & Purpose
View all podcasts

Videos

Update
Video
Managing the Vaccine Mandate in Your Workplace
Update
Video
Rent and COVID-19: The Latest Updates
Tool
Video
Private Wealth Investment Update Seminar
Join BlueRock Investment Committee (BRIC) members, Craig Ferguson and Gareth de Maid for the first BlueRock Private Wealth Investment Update Seminar of the year!
Guide
Video
Funding Growth: Using Funding to Grow Your Franchise and Support Your Franchisees
Guide
Video
Export Market Development Grant Webinar
Guide
Video
BlueRock Private Wealth Investment Update: September 2021
Guide
Video
The Right Location: Setting your Franchisees up for Success
Guide
Video
Investing for Entrepreneurs: Round 1
Guide
Video
Investing for Entrepreneurs: Round 2
Guide
Video
The Lifecycle of the Franchisee
Guide
Video
Practical Tips for Franchisors following the Code Update
Update
Video
A Practical Workshop on the Franchising Code of Conduct Reforms
Reforms to the Franchising Code of Conduct and how they will affect you.
View all videos

Contact

Fill in the enquiry form and we’ll be in touch.
Sometimes we sit on toadstools to make phone calls and have meetings around David Attenborough-inspired artefacts.
That’s life at BlueRock – we like to do things differently.
03 8682 1111
Email
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L16, 414 La Trobe, Melbourne 3000
Photo of Dwayne's cafe in the BlueRock Melbourne CBD office.
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Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!