We take care of all your SMSF Paraplanning needs
Our experienced, paraplanning specialists provide you with SOA preparation & paraplanning support for all SMSF advice needs. No fund is too simple or strategy too complex.
Explore our comprehensive paraplanning support services.
End-to-end paraplanning support – from data entry to quality-checked SoAs, retirement modelling, and compliance-ready documentation.
Client data entry
Preparation of Best Interest Duty / alternative strategy documentation
Preparation of Statements of Advice using your licensee template
Support with Fact Find data
Retirement Analysis and cash flow modelling
Fast SoA turnaround and quality checked by our Senior Quality Team
Comprehensive Paraplanning Support Services
Tap into expert-led, on-demand paraplanning backed by smart tech and streamlined processes, tailored to your clients, delivered when you need it.
Expertise and Efficiency
When you partner with WealthRecords, you can be confident you’re working with industry experts and experienced paraplanners, supported by a highly knowledgeable management team, the latest technology, and proven dynamic processes and procedures.
Tailored Services -
When You Need Them
Request paraplanning services as and when you need them, simply using your WealthRecords Portal. We utilise single data entry to save you time and offer tailored options for evolving client needs.
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