SMSF Administration For Trustees

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.

Taking Control of Your Super: Why SMSF's are Booming in Australia

Understanding then Advice

More and more Australians are looking to take greater control and be involved in their superannuation. With over a third of the total superannuation pool of funds in this sector, the Self Managed Super Fund (SMSF) is becoming the retirement vehicle of choice for many. There are now more than 603,000 SMSFs covering approximately 1.1 million members, with assets totaling close to $870 billion, growing faster than any other sector apart from mandated contributions to MySuper accounts.

Why choose WE SMSF as your fund administration provider?

With WE SMSF, WE stand with you by knowing your fund inside and out.

Choose the technical strength of an industry‑leading, forward‑thinking team.

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 protect and strengthen your fund.

With WE SMSF, WE stand with you by bringing unmatched technical expertise to your fund. Our team educates industry professionals, engages directly with regulators, and provides guidance on evolving legislation—so you benefit from clarity, confidence, and compliance at every step.

Use our online admin portal to stay connected with your WE SMSF team and access specialist support whenever you need it. Through the portal, you can monitor your fund’s progress, view pension minimums, access previous financials, and securely store your permanent documents—all in one place.

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.

Easy Fund

Enhanced

$2,850 (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.

$3,170 (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

$3,850 (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.

See Pricing & inclusion

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

Information Factsheet.

This factsheet explains:

how to check the TPB register to confirm a tax agent’s registration, and
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 Your SMSF WE SMSF

Establish your SMSF now

Move your SMSF to WE.

Tranistion Today

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. SMSF

Speak to Consultant

1300-459-101

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If you need Advice WE. are here to support you.

Andre Dirckze, known as "The SMSF Adviser," is a Financial Planner and SMSF Expert.

As the Founder and Chief Executive Officer of Wealth Effect Group, Andre has established progressive financial hubs in Melbourne and recently launched a Private Wealth business, WE Private, on the Gold Coast. He has also successfully initiated WE Mortgage Solutions and WE Love SMSF.

Wealth Effect Group is a family business backed by an experienced team with over 45 years of collective expertise. They serve national clients, helping individuals take control of their finances and savings to plan for their short, medium, and long-term futures.

For more information, visit www.wealtheffectgroup.com.au or contact our office at 1300 459 101 to book an appointment at our Melbourne or Gold Coast office. If you need to speak with us sooner, schedule a Teams or Zoom meeting.