WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
WE Make Transitioning to Us Simple”
Our transitions team is here to ensure moving your fund to the WE SMSF service is straightforward and stress‑free. Shaun will guide you through each step, making the process feel seamless from start to finish.
WE.
Thinking about switching your SMSF administration provider?
Switching administrators is simpler than you might expect.”
As your partner, we take the time to understand you and tailor your transition to WE SMSF so it works the way you need it to.
We take on as much of the heavy lifting as possible, with a clearly mapped transition process so you know exactly what to expect at each stage. And throughout the journey, our dedicated transitions team is right there with you, ready to support you every step of the way.”
Ready to get started?
10 Simple Transition Steps
1. Welcome To the WE Team.
WE. Will provide you with Tailored options to suit your needs
3. WE. Prepare the issue
You send us your doc with 24 hours
2. You provide us with your details
On our service request form to action the transition
4. You Complelte thw trasnfer Doc's
So we can sucessfully transition your fund.
5. You complete your identity verification.
For additional security against Fraud.
6. WE. Engage your current Administrator
For additional security against Fraud.
7. You complete your Client to agent Linking.
Add WE SMSF as the tax agent.
8. WE. complete the transfer of your funds
Provide a comprehensive review & make any recommendations.
9. You login into your NEW Client portal.
Here you can view fund details & documents.
10. Complete!
10 simple steps - Congratulations!
Switching from another administrator to WE SMSF is simpler than you might expect. And with a Business Transitions Manager like Shaun guiding you at every step, the move feels seamless and stress‑free.
Shaun Mc Cheane
Head of SMSF - Business Transitions
"Our SMSF administration service is built to give you complete confidence that your fund is accurate, compliant and professionally managed. Switching your SMSF administration to WE SMSF is simple — our team makes the process smooth, clear and tailored to your needs.”
Contact me directly.
Email: shaun@wesmsf.com.au
Call - 1300 - 459 -101
Contact Us
Speak to an SMSF Consultant
1300 459 101