
Managing Director
With over 20 years in financial services and deep expertise across SMSFs, regulatory frameworks and product innovation, Sarah brings a strong practitioner’s perspective to the discussion.
WealthRecords is your trusted partner for all things SMSF. We offer comprehensive solutions for all your SMSF needs, ranging from fund establishment to client analytics. We simplify the complex in SMSF, empowering financial advisers to achieve operational excellence, enhance efficiency, and deliver superior client service.
We provide end-to-end SMSF solutions tailored for wealth and financial services professionals, delivering insight and efficiency.
We integrate expert knowledge, innovative technology, and dedicated support to streamline SMSF management.
We specialise in alternative assets, borrowing arrangements, UK pension transfers – handling even the most complicated SMSF requirements with confidence.
SMSF Administration & Accounting
Fund Establishment & Trust Deed Services
Client Analytics & Strategic Insights
Paraplanning & Advice Opportunities
SMSF Documentation
Trust, Company & Individual Tax Accounting