Trust, Company & Individual Tax Accounting
Our team of certified and trained experts will help you with business compliance, individual tax returns, fringe benefits tax, BAS/IAS, and Portfolio Administration for investment entities.
Reliable Accounting and Tax Lodgement Services
Comprehensive accounting and tax support, on demand – expertly delivered, cost-efficient, and seamlessly integrated with your systems to help you offer a true Whole of Wealth solution to your clients.
Experts in all areas of Accounting and Tax
We’ll prepare financial reports, tax returns, and statements for small to large entities (like Companies, Trusts, Partnerships, and Sole Traders). Whether it’s Div7a, loan repayment, tax reconciliation or depreciation, WealthRecords has you covered.
Flexible Additional Services
You can request additional services for your clients as and when you need them – just a few clicks away. Our streamlined, efficient processes keep costs to a minimum, allowing you to offer a complete and holistic service to your clients while growing your business revenue.
Skilled support without the overheads
No matter what software or systems you use, our team is ready to support you. Our employees are put through rigorous and continuous training so they are ready to assist as soon as you delegate a job.
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