WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
SMSF administration specialist support for Accountants
When you choose WE. SMSF, you can be sure that your fund 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.
Why choose WE SMSF as your fund administration provider?
Industry recognised expertise for you & your clients
A Single point of Contact, backed by a full team of specialists
24/7 access to our online administration portal for added visibility
Access specialist SMSF support—without the hiring headaches—while staying front and centre with your clients.
Tap into a dedicated, expert administration team without the cost, recruitment burden, or retention challenges of building one in‑house.
You retain full client ownership and control, present the work under your own brand, (White Label) and have the flexibility to add your own margin on top of our fee structure.
You'll work directly with a dedicated WE SMSF client manager. You'll know them by name — and you'll receive personalised, high‑touch service that feels nothing like traditional outsourcing or offshore administration.
Use our online portal anytime to monitor the progress of each fund, upload or review documents, and communicate directly with your Client manager team whenever you have questions about a client’s SMSF.
Shaun Mc Cheane
Head of SMSF - Business Transitions
Contact me directly.
Email: shaun@wesmsf.com.au
Call - 1300 - 459 -101
Moving your fund to us is fast and seamless.
WE take on as much of the workload as possible so the move is smooth and stress‑free, standing with you from start to finish. Learn more about how the process works below.
SMSF Finalist 2025
Your fund is supported by WE SMSF— a recognised team of technical experts standing with you every step of the way.
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Services Tailored to your Practice
Every accounting firm operates differently, so our administration service is built with the flexibility to fit the way you work.
You choose how we support you across:
Tax Lodgement
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Appoint us as the fund’s tax agent to lodge the annual return on your behalf, or
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Have us prepare the return for you to lodge directly.
Software
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Add your funds to our Class software licence, or
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If preferred, we can securely access and work within your existing licence.
Investment Structures
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We support all investment types, with pricing designed to ensure simple funds aren’t charged at complex rates.
White Label Service
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WE offer white-label service
Talk to us about our white-label options.
All service options include:
✓ Annual Compliance and Strategic Review to optimise the fund’s long‑term outcomes and ensure your clients get the most from their SMSF
✓ Timely preparation of Financial Statements and Tax Return
✓ Secure online portal for seamless document exchange
✓ Proactive and dedicated Relationship Manager
Fund Adminstration
We provide end‑to‑end SMSF administration, spanning accounting, tax, compliance, and strategic oversight.
Our approach is personal, collaborative and transparent, with online access for real‑time visibility and proactive support to give you complete peace of mind.
Who this service is for:
Advisers and accountants—from boutique self‑licensed practices through to major financial organisations—as well as trustees who manage their own SMSF and want a more structured, professional framework around their fund.
Quick Links
As a registered tax agent, WE SMF has a range of responsibilities and obligations under the Tax Practitioners Board’s (TPB) Code of Professional Conduct and also under taxation law. To assist in understanding your obligations as a taxpayer as well as WE SMSF’s obligations as a registered tax agent, the TPB has prepared an Information for Client Factsheet. The factsheet includes details of how you can search the TPB’s register of tax agents and, where relevant, how you can make a complaint to the TPB about a tax agent service we have provided.
SMSF wind up service
WE. are experts in delivering everything SMSF — from bringing outstanding years up to date to helping you wind up an SMSF when it’s no longer the right fit.
WE. stand with you through every step. Follow the link below to learn more about how WE can help.
WE. News & Insights
Keep up to date with the latest changes, insights & opinions from WE SMSF's leading SMSF experts.
Contact Us
1300 459 101
