Australia's Specialist Financial Directory
Find mortgage brokers, financial advisers, accountants, and tax agents experienced in SMSFs, trusts, companies, and sophisticated wealth structures. Professionals who already work together on complex deals.
Find a SpecialistComplex structures need specialists who work together
You're buying property through your SMSF. Or restructuring into a family trust. Or building a portfolio across multiple entities.
This isn't a one-professional job. You need a broker who can actually get SMSF loans approved, an accountant who won't botch the trust deed, and an adviser who sees how it all fits your strategy. And they need to coordinate, because when professionals don't talk to each other, things fall through the cracks.
But most directories just list professionals by location. They don't tell you who specialises in complex structures. And they definitely don't tell you which professionals already work together.
WealthWorks is different. We help you find specialists who've done complex deals before, and show you which ones already collaborate, so your team works as one from day one.
If this sounds like you, you're in the right place
What we mean by "complex structures"
Self-Managed Super Funds (SMSFs)
Buying property through your SMSF requires specialists at every step: a broker for limited recourse borrowing, an accountant to administer the fund, and an adviser to ensure it fits your retirement strategy. Get one wrong and the ATO comes knocking.
Family Trusts & Discretionary Trusts
Asset protection, tax distribution, intergenerational planning. You need a team who understands trust structures: the accountant to set it up, the broker to lend to it, and the adviser to make it work long-term.
Company & Corporate Trustee Structures
Trading companies, bucket companies, corporate trustees. Multiple moving parts that need professionals who can coordinate across entities without creating a mess.
Multi-Entity Portfolios
When your wealth spans personal, trust, company, and SMSF ownership, you need professionals who see the whole picture, not just their slice of it.
Find specialists. See who they work with.
How WealthWorks helps
Search by specialisation
Don't just search by suburb. Filter by what matters: SMSF lending, trust accounting, company structures, and investment property tax. Find professionals who've handled your exact situation.
Check their credentials
Every professional is verified against ASIC and Tax Practitioners Board registers. See qualifications, experience areas, and reviews from clients with similar structures.
See their network
Here's what other directories don't show you: which professionals already work together. When you find a great SMSF broker, see which SMSF accountants and advisers they collaborate with.
Build your team
Connect with one specialist or assemble a whole team. Either way, you're choosing from professionals who understand complex structures and know how to work together.
Complex structures fail when professionals don't coordinate
Why connected specialists matter
The Problem with Disconnected Professionals
The SMSF purchase that stalled
Your broker lodges the loan, but the accountant hasn't set up the bare trust correctly. The lender rejects it. You lose the property. Three months wasted because no one talked to each other.
The trust that cost $15,000 to fix
Your accountant set up a discretionary trust, but didn't coordinate with your adviser on the deed. Now the structure doesn't allow what you actually needed. Restructuring costs more than doing it right the first time.
The tax bill no one saw coming
Your broker refinanced across entities without flagging it to your accountant. Your accountant didn't know about the CGT event. You find out at tax time with a bill you didn't budget for.
The WealthWorks Difference
When your professionals already know each other, they coordinate before problems happen. The broker checks with the accountant before lodging. The accountant confirms with the adviser before drafting the deed. Everyone sees the same picture.
WealthWorks shows you which specialists already collaborate, so you can build a team that works together from the start.
What do you need help with?
Find specialists by type
Mortgage Brokers
- SMSF lending & limited recourse borrowing
- Trust & company lending
- Investment property finance
- Commercial & business lending
- Complex income (self-employed, contractors)
- Refinancing across multiple entities
Financial Advisers
- SMSF strategy & setup
- Retirement & super planning
- Wealth structuring & asset protection
- Investment management
- Insurance inside & outside super
- Estate & succession planning
Accountants & Tax Agents
- SMSF administration & compliance
- Trust accounting & tax
- Company tax & structuring
- Investment property tax & depreciation
- CGT planning & management
- Business advisory & CFO services
For Australians who've outgrown simple solutions
Who uses WealthWorks
SMSF Trustees
Buying property, managing investments, staying compliant. Find the broker-accountant-adviser combination that's done SMSF deals together before.
Property Investors
Scaling from one property to a structured portfolio. Find specialists who understand negative gearing, depreciation, trust ownership, and when to use each.
Business Owners
Structuring for growth, managing company tax, planning your exit. Find professionals who work with business owners, not just employees.
High-Income Professionals
Doctors, lawyers, executives with complex tax and wealth needs. Find specialists in professional services who've seen your situation before.
Families Building Multi-Generational Wealth
Trusts, estate planning, succession. Find advisers and accountants who help families protect and transfer wealth across generations.
Every specialist verified against official registers
We don't just take professionals at their word. Every profile is verified against:
See registration status, authorisations, and any conditions. Know they're licensed before you reach out.
Free for you. Always.
Search specialists. Read reviews. Check credentials. See who works together. Connect directly. All free.
Professionals pay for premium profiles. You never pay anything. Our incentive is to help you find the right specialist, not just any specialist.
Frequently Asked Questions
What makes WealthWorks different from other directories?
Two things. First, we focus on specialists for complex structures like SMSFs, trusts, companies, and sophisticated portfolios. You can search by specialisation, not just location. Second, we show you which professionals already work together, so you can build a team that coordinates from day one.
Why does it matter if professionals work together?
Complex structures usually need multiple professionals: broker, accountant, and adviser. When they don't coordinate, things break: missed deadlines, incorrect structures, surprise tax bills. Professionals who already collaborate catch issues before they become expensive problems.
Is WealthWorks really free?
Yes. Professionals pay for premium features; you never pay anything.
How do you verify professionals?
We pull data from ASIC and Tax Practitioners Board registers, updated regularly. We also verify memberships with professional bodies like CPA Australia and Chartered Accountants ANZ.
Can I search by location?
Yes. Combine location filters with specialisation. Find an SMSF broker in Sydney, or a trust accountant in Melbourne.
What if I just need one professional, not a whole team?
That's fine too. WealthWorks works for single searches. The network feature is there when you need it, with no pressure to use it.
How do I see which professionals work together?
When you view a professional's profile, you'll see their network connections: the other brokers, accountants, and advisers they collaborate with. You can browse their network and reach out to any of them.
Find specialists who work together on complex structures
SMSFs. Trusts. Companies. Multi-entity portfolios. Find the professionals who've done it before and already know how to coordinate.
Find a SpecialistAre you a financial professional? Join WealthWorks →