WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
Why choose WE SMSF to administer your funds?
Trusted industry Experts
Comprehensive Solutions
Personalised Support
For more than 25 years, WE SMSF has set the standard in independent, trusted superannuation services. With proactive support and next-level expertise, we deliver the peace of mind you deserve.
Our services span from strategic insights to the hands-on essentials of managing client funds. We simplify complexity, giving you clarity and confidence while keeping you ahead in all things superannuation and SMSF.
We take the time to truly understand you, offering proactive guidance tailored to your evolving needs. With WE SMSF, you’re never just a number—you’re a valued partner every step of the way.
Who WE. Service
SMSF Administration Services for trustees & Individuals
SMSF Administration Specialist support for Accountants
SMSF Administration Services for Advisers
When you choose WE SMSF as your administrator, you'll have your very own dedicated Customer Relationship Manager, who will be your first point of contact should you need guidance or have any questions.
When you choose WE. SMSF, you can be sure that your funds will be managed by a team of skilled accountants and technical experts. Plus, you'll have the benefit of a dedicated Customer Relationship manager, like Shaun, as your point of contact.
When you choose WE SMSF, you're tapping into the best SMSF administrator and team of technical gurus with your own Client Relationship Manager who is just dedicated to supporting your client as you are.
What WE. Offer
Fund Administration & Compliance
We provide full‑service SMSF administration that brings accounting, tax, compliance and strategic oversight together under one roof.
Our approach is personal, precise and fully collaborative. We give trustees and their advisers clear visibility through seamless online access, backed by proactive support so you can make decisions with confidence and peace of mind.
Who this service is built for:
Advisers and accountants — from boutique self‑licensed practices through to large financial organisations — as well as trustees managing their own SMSF who want expert guidance without the complexity.
Education & Support
We help you educate and support you in all things SMSF, so if you need technical assistance or want to make sure your strategy is sound and compliant, please make contact with our expert tech team.
Who this service is built for:
Advisers and accountants — from boutique self‑licensed practices through to large financial organisations — as well as trustees managing their own SMSF who want expert guidance without the complexity.
Leading Technology
Automation & Technology
We leverage hundreds of automated data feeds from banks, brokers and investment platforms to reduce and eliminate time consuming admin.
Powerful Reporting
Say goodbye to spreadsheets and third-party apps. We track your portfolio, buys and sells, income, franking credits and capital gains tax position.
SuperStream Ready
Grow issues your SMSF an ESA to receive fast transfers and contributions electronically via SuperStream.
Contact Us
1300 459 101
