Starting the SMSF journey has never been easier
Setting up a new SMSF is simple with our team expertly guiding you every step of the way. With our comprehensive Welcome Kit, featuring all the essential documents and deeds, we will do all of the heavy lifting. From fund registration to seamless rollovers from existing superannuation accounts, we keep your clients at the heart of our service.
Efficient Fund Establishment Services
Set your SMSF services apart with flexible deeds, expert legal support, and fast delivery – all designed to elevate your client experience and help you stay competitive.
Premium SMSF Deeds
Our expertly crafted SMSF trust deeds empower your advice, with complete flexibility including cryptocurrency and collectables; you can create tailored strategies for your SMSF clients, placing your business ahead of the pack.
Fast Delivery
We offer a comprehensive SMSF Welcome Kit, complete with straightforward documentation, within 2-3 days of receiving your completed Application Form.
End-to-End Service
We offer end-to-end services, including engaging legal experts for your SMSF Trust Deed, registration with ATO and ASIC, Corporate Trustee establishment, crafting all minutes, offering nomination of beneficiaries, rollovers, data feeds, and more.
Fund Establishment Pricing
inc GST
- Comprehensive & compliant SMSF Trust Deed
- Documentation to appoint Trustees & Trustee declarations
- Resolutions and minutes for the establishment of the SMSF
- Lodgement of the fund to become a Regulated SMSF
- ATO/ASIC applications for the fund
- Compliant binding death benefit nominations
- Rollovers of member superannuation funds & data feed establishment
Our Hassle-Free Fund Establishment Process
Our qualified team does all the heavy lifting for you, ensuring SMSF Establishment is easy
Welcome Kit
Receive the welcome kit within 48 hours, with all required deeds, forms, and instructions.
Fund Registration
We will handle all setup steps for your SMSF, including registration. Once completed, we will send you confirmation of the SMSF ABN & TFN.
Connect the Data
Connect the SMSF bank account of your choice, and we will assist with rollovers, superstream contributions and ESA.
Ongoing Support
We will look after all of the 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.
Want to set up an SMSF?
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