WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
SMSF Administration Services For Advisers
When you partner with WE SMSF, you’re plugging into Australia’s leading SMSF administrators—supported by technical experts —and backed by your own dedicated Relationship Manager, like Shaun, who cares about your clients’ outcomes as deeply as you do.
Understanding the New Division 296 Tax on Superannuation Balances Over $3 Million
Division 296: Treasury’s Pre‑Christmas Drop and What It Means for SMSFs
Proposed Division 296 Tax
Last Christmas brought more than leftovers and cricket — it also delivered Treasury’s draft legislation for the new Division 296 tax. True to form, the release landed on what was, for many of us in the profession, the last working day before the break. Now that the dust has settled, it’s worth taking a clear-eyed look at what was proposed, what’s changed, and what SMSF trustees and advisers need to prepare for.
Why choose WE SMSF as your fund administration provider?
With WE SMSF, WE stand with you by knowing your fund inside and out.
When you choose WE SMSF, you’re choosing the new benchmark.
24/7 access to our online administration portal for added visibility
You’ll have a dedicated Client Relationship Manager who proactively identifies opportunities and risks, supported by a skilled team of accountants and technical specialists working behind the scenes to address any complex technical issues that may arise.
Our technical depth means you can confidently deliver the full benefits of SMSFs to your clients—without needing to be the compliance expert yourself.
Our specialists educate advisers across Australia, work closely with the ATO, and help interpret legislative change so you’re always supported with accurate, practical guidance.
Bring all your clients’ SMSFs together in one streamlined, easy‑to‑manage platform.
Our secure online portal gives you round‑the‑clock visibility—communicate with your support team, track fund progress, review pension minimums, access prior year financials, and retrieve permanent documents whenever you need them.
Our transition process is quick & 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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Packages structured to align with your clients’ investment strategies
Our administration packages are built with the flexibility to fit your needs.
With WE SMSF, WE empower you through our online portal—giving you clear, user‑friendly access to your fund, from key information to self‑service tools that keep you in control. All pricing includes GST.
Simple Fund
Enhanced
$2,350 (incl GST)
These are highly specific investments that sit within a defined category—limited to bank accounts and trading platforms from a select group of approved institutions. WE make sure you’re choosing from options that meet the highest standards.
$2,990 (incl GST)
This category covers the ‘typical’ SMSF investment mix—cash, term deposits, property, shares and wrap platforms across any institution. It’s where around 80% of funds sit, and WE stand with you to ensure each investment is handled smoothly and compliantly.
Extended
$3,650 (incl GST)
This category extends to more specialised and niche holdings—collectables, crypto, foreign assets, extensive property portfolios, private trusts and companies. WE support you in navigating these complex investments with clarity and confidence.
See what makes a fund simple
All packages include:
✔ Annual Compliance and Strategic Review — WE help you optimise your fund’s long‑term outcomes and ensure you’re making the most of your SMSF.
✔ Timely Preparation of Financial Statements and Tax Return — WE keep your reporting accurate, compliant and on schedule.
✔ Independent Annual Audit — WE provide confidence through rigorous, external oversight.
✔ Online Access to Fund Documents and Information — WE give you clear, convenient visibility through our secure portal.
✔ Proactive, Dedicated Relationship Manager — WE stand with you through a single trusted point of contact who knows your fund.
WE’re here to help.
See how our service can elevate your business—no fluff, drive profit.
Shaun Mc Cheane
Head of SMSF Transitions
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As a registered tax agent, WE SMSF carries important responsibilities and obligations under both the Tax Practitioners Board (TPB) Code of Professional Conduct and Australian taxation law. To help you understand your responsibilities as a taxpayer—and the obligations WE uphold as your tax agent—the TPB has created a Client
This factsheet explains:
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how to check the TPB register to confirm a tax agent’s registration, and
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how to lodge a complaint with the TPB, should you ever need to raise a concern about a tax agent service WE have provided.
Ready to Get Started?
Set up a client's SMSF
Move your SMSF to WE.
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.
