Streamlining SMSF Administration
At WealthRecords, we combine technology, experience and expertise to streamline SMSF administration. Our solutions deliver value to clients, simplify complexities, and empower you to grow and scale. 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.
Explore Our Range of SMSF Administration Services
At the core of our SMSF Administration services, we expertly handle all tax, accounting and compliance functions for your business, ensuring a professional and supportive approach.
Monitoring of contribution caps, member accounts, and entitlements
Comprehensive pension service including min/max compliance, centrelink schedules and TBAR
Daily transaction reconciliation, corporate action management, tax accounting and compliance
Preparation and lodgement of fund tax returns, financial reports and member statements
Facilitation of annual, independent audit
Fund registration for GST and preparation and lodgement of BAS
Complete ASIC company secretarial support including annual review and solvency resolutions for Corporate Trustees
Comprehensive SMSF Administration Services
Experience faster lodgements, expert compliance, and proactive fund insights – all powered by WealthRecords’ smarter SMSF administration solutions.
Market-Leading Turnaround Times
WealthRecords SMSF Administration seamlessly combines our Robotic Process Automation capabilities with the expertise of our experienced team to deliver fast and impressive results.
WealthRecords Fund HealthCheck
Each fund transitioning to WealthRecords receives a comprehensive Fund HealthCheck conducted by our technical experts – free of charge. Our HealthCheck Report identifies any issues or opportunities for discussion with your SMSF Client.
Proactive Tracking for Timely Lodgements
We constantly measure and track our performance, ensuring your tax lodgements and workflows are completed as soon as possible.
Partnering with Independent Experts in SMSF Audit
We coordinate the appointment of an independent specialist auditor for the SMSF, to ensure the annual audit for the fund is expertly prepared.
Premier Administration Solution
$ 990
p.a. inc GST
- Daily fund reconciliation, corporate action processing and accounting
- Annual tax return and lodgement including member statements & financials
- Pension administration including all documentation
- Full mailhouse functionality with 24/7 portal access
- Comprehensive compliance monitoring and reporting
- Binding death nominations for members
- Rollover support and contribution management
- Non-standard asset administration including property, crypto, trusts and collectables - and more!
Transitioning to WealthRecords
We are committed to providing comprehensive support throughout the transfer process. A dedicated, expert team is assigned to ensure minimal disruption to business operations, and we create a tailored program that aligns with your client experience and business processes.
Welcome Kit
Receive the welcome kit within 48 hours on the portal, with all required agreements, forms, and instructions.
Gathering Required Information
We will handle all the heavy lifting by liaising with the previous administrator, connecting data feeds and reconciling the fund up to date.
SMSF HealthCheck
When all data and documentation are received, our Technical & Compliance Team will conduct a comprehensive SMSF HealthCheck and share the Health Report via the portal.
Ongoing Support
We will look after all of the ongoing reconciliation of investments, from platforms to property. WealthRecords makes it easy – we raise queries through the portal, where you can also request additional services or contact your dedicated Client Relationship Manager.
Ready to get started?
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