WealthRecords Adviser Application

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Solutions
About
Contact

Adviser Application

Welcome to WealthRecords- your complete SMSF solution.

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1Practice Details

2Practice Principal Details

3Practice Staff

4Adviser Level Data Feeds

By completing this form you agree to WealthRecords terms and conditions outlined here

I agree *

I agree

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Practice Name *

AFSL Number *

Practice ABN *

Contact Phone Number *

Practice Street Address *

Practice Postal Address *

Same as Street Address
Other

Other

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Website

Licensee Details

Practice Principal Name *

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Principal's Email *

Principal's Phone Number *

Please list any additional staff who require Portal access

Staff Name and Email Address

Adviser Level Data Feeds

Should you wish to enable data feeds for your WealthRecords clients at your practice level please list Platform and Bank adviser details.
For details please see fact sheet here

Platforms

BT Panorama
AMP North
AMM (Australian Money Market)
Colonial First Wrap / CFS Edge
AUSIEX
HUB 24
Macquarie Wrap
Netwealth
Praemium
DASH
Other

Please select and we will contact you for data feed details

Other

Brand & Logo

Click or drag a file to this area to upload.

Please upload your Practice logo. Allowed File Extensions .png, .gif, .jpg

Checkboxes

First Choice
Second Choice
Third Choice

Checkboxes

First Choice
Second Choice
Third Choice

SMSF Administration
Fund Establishment
Client Analytics & Reporting
Paraplanning Support
SMSF Documentation
Accounting & Tax Lodgement

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Disclaimer: The information provided on this site is for general purposes only and does not serve as a recommendation or advice. It has been created without considering your personal goals, financial situation, or needs. You should evaluate its relevance to these factors before taking any action. Any taxation information included is a broad overview and should be regarded solely as a guideline. It does not represent tax advice and is based on the tax and superannuation laws in effect at the time the information was compiled along with our interpretation. Your unique circumstances may vary, and tax and superannuation laws may have changed. Therefore, it is advisable to seek independent, up-to-date professional tax guidance. Additionally, you should consider obtaining tailored advice from a licensed adviser holding an Australian Financial Services Licence before making any financial decisions related to the topics discussed.