Advanced analytics for enhanced client value

WealthRecords stands at the forefront of innovation in SMSF solutions, integrating essential offerings through advanced technology and delivering deep insights. Our platform uses AI and automated workflows to streamline processes, reduce errors, and ensure fast turnaround times.

Insightful Client Analytics & Reporting Services

With robust data protection and state-of-the-art automation, we provide insightful analytics and reporting solutions, enabling you to enhance your client value proposition and focus on growth.

Robotic Process Automation for Next-Gen Efficiency

Our Robotic Process Automation (RPA) goes beyond standard automation to mimic human interactions. It automatically scans and categorises thousands of data inputs from client statements, bank transactions, and investments within minutes and generates a single hyperlink for referred workpapers, saving hours in SMSF administration.

Robust Data Protection

At WealthRecords, we understand the critical importance of data protection in the financial services sector. We are ISO 27001 certified, and all data is securely stored on secure servers in Australia, ensuring compliance with international information security management standards.

Intuitive Technology - Agile Advice

At the heart of our offerings is a dedication to delivering outstanding service for your SMSF administration, reporting, and compliance requirements. Our cutting-edge technology ensures quick and intuitive access to information, equipping you to make strategic decisions for your client’s financial future.

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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

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