WealthRecords provides end-to-end self-managed superannuation fund (SMSF) services for financial advisers and wealth professionals in Australia. Part of the Befree family, the business draws on nearly two decades of experience to help firms manage SMSF administration and compliance, while freeing them to focus on client relationships and growth.

Its services include SMSF administration and accounting, fund establishment and trust deed services, client analytics and strategic insights, paraplanning support, SMSF documentation, and trust, company and individual tax accounting and lodgement. WealthRecords also supports complex requirements, including alternative assets, borrowing arrangements and UK pension transfers. It works with audit, actuarial and legal industry partners to provide integrated expertise.

The company offers a fixed-fee model with flexible service options, a complimentary Fund HealthCheck for each newly onboarded fund, and an online portal for round-the-clock access and communication. Its tools are designed to provide reporting, strategic insights and potential advice opportunities. WealthRecords aims to simplify SMSF management through a combination of professional expertise, technology and dedicated support tailored to Australian SMSF professionals.