Smart SMSF Solutions to Power Growth
Simplifying the complexities of SMSF to help you drive growth. With the right expertise, we power smarter solutions and unlock potential.
Smart SMSF Solutions to Power Growth
Simplifying the complexities of SMSF to help you drive growth. With the right expertise, we power smarter solutions and unlock potential.
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.
WealthRecords’ Executive Leadership Team is composed of seasoned industry experts who guide our Australian team in strategic relationship management, technical expertise, and advocacy. Additionally, we utilise the wealth of experience in our committed and skilled offshore team to deliver exceptional service and high-quality solutions.
Global Innovation - Local Expertise
WealthRecords is the central hub for ‘all things SMSF’.
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 are committed to delivering exceptional service for your SMSF administration, reporting, and compliance needs. We simplify the management of SMSFs, allowing you to concentrate on your clients’ financial strategies. Our technology provides you with prompt and user-friendly information, empowering you to elevate your client value proposition.
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.
Accreditations
Registered Tax Agents
Australian Tax & Super Pty Ltd
Registered ASIC Agents
Australian Tax & Super Pty Ltd
SMSF Specialist Accredited
ISO 27001:2013-certified security frameworks and practices
Giving Back
WealthRecords is dedicated to exceptional corporate citizenship, fostering social impact, and partnering with organisations that share our values. Our commitment to a sustainable business extends far and wide.
At our core, we believe success isn’t just measured by profits, but by the positive change we leave behind. This belief inspires us to champion causes that matter, such as nurturing healthier communities, encouraging organic farming for a better planet and healthier lives, supporting the education of underprivileged children, and helping build vibrant, connected communities. Every step we take is guided by a simple goal: to make a lasting, meaningful difference.
