WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
Document Services - Benefits & Contributions
Delivering precise, ad‑hoc SMSF documentation across the entire fund lifecycle — every time.
WE.
Why choose WE. for your
documents?
WE provide precise, compliant and professionally crafted documentation covering every stage of the SMSF lifecycle—governance, maintenance and benefit payments included.
Click ‘Order now’ to explore our document suite. Pricing is GST‑inclusive.
High-quality support
Reduce Risk
Saves time
You’re supported by real‑world expertise. Our documents are subject to continuous, meticulous technical review.
WE highlight issues early and support you through the process, helping reduce the likelihood of compliance missteps.
WE cut through the complexity and provide clear guidance, helping you stay focused on what matters.
Pension Consolidation
$300
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Our SMSF consolidation service streamlines the process by recording the commutation of one or more existing pensions and establishing a new pension that combines the commutation proceeds with any remaining accumulation balance within the fund.
Commutation of a market linked pension under the amnesty
$800
A client’s death presents a uniquely complex set of responsibilities for SMSF professionals, not least of which is deciding how the fund should be managed from that point forward.
Commutation of a complying lifetime pension under the amnesty
$800
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WE SMSF's service enables the member to record both the commutation of a complying lifetime pension and how the commutation proceeds are dealt with (eg rolled back to accumulation phase, used to commence a new account-based pension or paid out of super as a lump sum payment).
Lump Sum from Accumulation
$155
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WE. prepares the documentation to record a lump sum payment from a members accumulation account within the self managed superannuation fund.
Reversionary Changes for Existing Pensions
$800
Members of an SMSF may wish to add or remove a reversionary pensioner to specific pension accounts and WE. prepare the documentation to record this decision. You will need to complete a Trust Deed amendment (additional fees apply) for WE SMSF will complete this request.
Contribution Splitting
$165
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WE prepare all the required documentation to record a contribution split within a self managed superannuation fund including relevant letters, minutes applications and statutory forms.
Contribution – Deferring allocation
$300
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WE prepares the documentation to record the deferment of contributions received by the Fund in one financial year & allocate them to the member into the next financial year within a self managed superannuation fund, including the partially completed requests to send to the ATO.
Discounts available for WE SMSF administration clients.
Reversionary Pensioner - Document Template
$300
Adding or removing a reversionary pensioner without needing to stop or restart the pension can be advantageous—particularly where the pension is grandfathered for income‑test purposes (such as the Age Pension or Commonwealth Seniors Health Card), or where it is important to prevent the pension’s tax‑free and taxable components from mixing with any accumulation balance held within the fund.
Robust documentation is essential, and WE SMSF provides a purpose‑built template that sets out member instructions along with the required resolutions and minutes.”
Transition to retirement income streams moving to retirement phase - Document Template
$315
We provide the resolutions/minutes required to record the move into the retirement phase for an existing transition-to-retirement pension.
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Making it easy to stay compliant for Trustees, accountants, and advisers.
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As a registered tax agent, WE SMSF 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.
WE. Better Smarter Together
LOCATIONS
MELBOUNRE - Scottish House 90 William Street, Melbourne, VIC, 3000
GOLD COAST - Level 3/209 Robina Town Centre Dr, Robina Queensland 4226
CONTACT
Phone: 1300 459 101
