Reliable SMSF Documentation at your fingertips
WealthRecords offers expert document and legal support for all your SMSF needs. From deed reviews to company secretarial services, WealthRecords is your ultimate SMSF resource.
End-to-end SMSF Documentation Solutions
When partnering with WealthRecords, you ensure all of your SMSF business needs are supported.
Additional services include:
End-to-end SMSF establishment and document production
SMSF trust deed reviews and amendments
SMSF LRBA documentation and facilitation
Corporate trustee establishment and management
Company secretarial services
Pension establishment and maintenance, including documentation
Death Benefit, SMSF splitting and trustee change management and support
Accurate SMSF Documentation
Simplify your SMSF compliance needs with our all-in-one solution – trusted legal, actuarial, and legal support. Includes expert company secretarial services and up-to-date legal documents, all under one roof.
One Stop Shop
We partner with leading experts in Legal, Actuarial, and Compliance to deliver seamless SMSF document solutions. Our integrated approach ensures you have easy access to trusted specialists, all in one place.
Superior Company Secretarial Services
As a registered ASIC Agent, we support Corporate Trustees and businesses in fulfilling their compliance needs. Services include document lodgement, record maintenance, annual fee payments and seamless communication with ASIC.
Legal Documents You Can Trust
Our deeds and documents are regularly reviewed and updated by specialist tax, corporate and trust lawyers.
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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