SMSF Administration for Trustees, Accountants & Advisers

Selecting WE SMSF means WE stand with you at every step.
A dedicated Customer Relationship Manager—such as Shaun—will serve as your primary contact for guidance and queries.

WE. SMSF — Built for Trustees, Accountants & Advisers

Simple. Compliant. On your side.

Whether you run an SMSF, advise clients, or keep the books, We SMSF gives you a single, accountable team to set up, administer, and keep your fund on track — without the noise.

Why WE. SMSF

End‑to‑end SMSF — establishment, registrations, deed, corporate trustee, investment strategy template, and year‑round admin.
Compliance first — trustees remain responsible under the law; we support your compliance obligations.
Advisor‑friendly & accountant‑ready — clean data, timely reporting, and workflows that reduce rework.

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.

See our transiton process

SMSF Finalist 2025

Your fund is supported by WE SMSF— a recognised team of technical experts standing with you every step of the way.

Fixed pricing based on a fund's complexity

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.

For SMSF Trustees

For Accountants

For Financial Advisers

We make the hard parts feel easy — the responsibility remains yours.

Set‑up done right — corporate trustee, trust deed, ATO registrations, and a starter investment strategy template.
Admin & lodgements — day‑to‑day admin, TBAR where engaged, and coordination with auditors and platforms.
Plain‑English guidance around obligations and responsibilities.

Our job: fewer reconciliations, fewer emails, tighter close.

Source‑of‑truth artefacts — deed pack, registrations, strategy template, and year files.
Tax agent engagement (by appointment) for lodgements.
Clean, auditable trail coordinated with auditors.

Keep the client relationship; we keep their fund compliant.

We do not provide investment advice within admin scope — advisers lead strategy.
Timely data, clear workflows, and defined roles between admin, advice, and tax.
Smooth onboarding so client momentum isn't lost in paperwork.

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.

Quick Links

Trustees / Individuals

Ready to get Started?

Set up Your SMSF WE SMSF

Establish your SMSF now

Move your SMSF to WE.

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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.