WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
PROFESSIONAL DOCUMENT SERVICES
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.
Dealing with Death
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.
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
