Join us where Australia’s top minds in financial services come together!
- Perth Convention & Exhibition Centre, 21 Mounts Bay Road, Perth WA 6000
Booth # S13
About us
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.
Our Services
SMSF Administration & Accounting
Fund Establishment & Trust Deed Services
Client Analytics & Strategic Insights
Paraplanning & Advice Opportunities
SMSF Documentation
Trust, Company & Individual Tax Accounting
Why Visit Us?
We’re redefining SMSF management.
Discover how our comprehensive all-in-one solutions help financial planners boost efficiency, compliance, and client confidence.
Visit our booth to experience the future of SMSF – seamless, integrated, and built to empower financial planners.
Meet Our Expert
Sarah Pressler
Managing Director