Streamlining SMSF
Delivering Innovation
Simplifying the complexities of SMSF to help you drive growth. With the right expertise, we power smarter solutions and unlock potential.
Comprehensive SMSF Solutions to Drive Efficiency for Wealth Professionals
We provide end-to-end SMSF solutions tailored for wealth and financial services professionals, delivering insight and efficiency. With nearly two decades of experience and expertise, WealthRecords is the central hub for all SMSF needs. We simplify the complex, empowering firms to manage their clients’ funds with confidence.
We offer comprehensive solutions that support all aspects of SMSF management, driving operational performance, delivering deep insights, and helping firms elevate their client value proposition.
Revolutionise SMSF Management with WealthRecords
We expertly handle all aspects of SMSF, from Fund Establishment and Paraplanning, to Accounting and Audit. Our experienced professionals undertake all of the administration and compliance requirements, enabling you to focus on client relationships and opportunities for growth.
Explore our range of services.
Discover the Benefits
At WealthRecords, we integrate expert knowledge, innovative technology, and dedicated support to streamline SMSF management. Our solutions deliver value to clients, simplify complexities, and empower you to grow and scale.
We deliver premium service for a fixed rate- offering genuine value for money. Our simple, flat fee model includes flexible additions, so you can tailor services as client needs evolve, with no additional fees to transfer your clients.
Discover comprehensive SMSF solutions with WealthRecords. From fund establishment and Trust Deeds to tailored document support, we offer everything needed for compliant SMSF management. As your expert partner, we ensure WealthRecords is your ultimate SMSF resource.
No strategy is too complex, and no fund too simple. We specialise in alternative assets, borrowing arrangements, UK pension transfers – handling even the most complicated SMSF requirements with confidence.
We collaborate with industry leaders in Audit, Actuarial and Legal to offer seamless, integrated SMSF solutions. Our unified approach guarantees access to trusted experts, all conveniently located under one roof.
Each fund we onboard receives a comprehensive Fund HealthCheck at no cost. Our intuitive portal offers 24/7 access to your clients’ SMSFs, streamlines communication, and delivers strategic insights and advice opportunities tailored to your clients.
Innovative SMSF Solutions designed specifically for Australian SMSF Professionals
WealthRecords is part of the befree Global family, which also includes SuperRecords – trusted names in finance and accounting solutions. With a legacy spanning over 19 years in Australia and a client base of 3,000+ across the globe, we bring deep domain expertise and proven service delivery to the table.
Our mission is simple: to simplify the complex and empower SMSF professionals. From Fund Establishment to SMSF Administration & Audit, Trust and Company Accounting to Technical Support – We seamlessly integrate with your business, ensuring you can concentrate on providing exceptional value to your clients.
Global Innovation - Local Expertise