Current path
- Setup Fees$0
- Yearly Fees$600
- Yearly Tax$52,559
- Yearly Benefit-
- End Assets$9,500,000
- Total Benefit-
Integrated with
One app for income & expense categorisation, investment tracking, invoicing, payroll and ATO-ready reporting — built for Australians.
Over 30 years you could be:
| Option | Setup Fees | Yearly Fees | Yearly Tax | Yearly Benefit | End Assets | Total Benefit |
|---|---|---|---|---|---|---|
| Current | $0 | $600 | $52,559 | - | $9,500,000 | - |
| Advisor | $10,000 | $20,000 | $28,377 | -$10,218 | $8,200,000 | -$1,300,000 |
| Self Managed | $500 | $1,000 | $28,542 | $23,617 | $15,000,000 | $5,500,000 |
Tax effective income streaming to reduce your overall tax rate through strategic distribution planning.
Cap your tax rate at 30% by using corporate beneficiaries to manage income distribution effectively.
Comprehensive record keeping and tax efficient calculations for Capital Gains, Deductions, Depreciation, debt recycling, and Death Benefits.
All of this at a fraction of the price of traditional advisors and managers, without compromising on quality or service.
| Features |
Free
$0
Forever
DIY tax & accounting for individuals
|
Assist
$20
Per month
Tailored support and seamless integration
|
Enterprise
$40
Per reporting entity / month
Auto-billed for companies, trusts, SMSFs
|
|---|---|---|---|
| Tax Return Calculation | |||
| Investment Tracking | |||
| Spend Categorisation | |||
| Optimisation Guidance | |||
| Document Templates | |||
| Personal Support | - | ||
| Auto Account Transactions | - | ||
| Tax Return Submission | - | - | |
| Ideal for |
Those willing to figure it out
|
Those needing support and simplify as much as possible
|
Those running companies, trusts, and SMSFs
|
|
|
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| Self Managed Academy | |||
| Investment research tools | |||
| Receipt Invoice Storage | |||
| Asset Allocation Analysis | |||
| Depreciation Schedules | |||
| Creation Documentation | - | - | |
| Distribution Planning | - | - | |
| Invoice Generation | - | - | |
| CRM | - | - | |
| Timesheet & Payroll | - | - | |
| STP Reporting | - | - | |
Integrated with
We provide a single, intuitive system designed for the common needs of individuals, families and small businesses. No risky investments, just simple ways to remove complexity and minimise costs.
A knowledge hub that translates complex strategies into clear, actionable insights. Explore Self Managed Academy →
Effortlessly generate documents, track finances, and manage compliance in one place.
No risky investment choices, just simple strategies to minimise costs that you don't need to pay. A simple subscription model that is a fraction of the cost of traditional advisors and software.
General Advice Warning
No Advice Expressed or Implied: The information on this website is for general guidance only and has not been tailored to your specific investment objectives, financial situation, or individual needs. We do not offer financial product advice or recommend any particular financial products, whether expressly or by implication. We expressly state that we do not recommend, suggest suitability for, or endorse any financial product or service available through us. This also applies to financial products or structures established when you become our client. Using any specific transaction bank account, once your financial structure is established, is not mandatory, and you may choose a different Transaction Bank Account if you prefer. Further details on this can be found elsewhere. Any information given regarding a financial product, service or structure available through us is purely factual information about its operation and how data is shared with us. If this website mentions a specific financial product, you should obtain its Product Disclosure Statement (PDS) and review it carefully before deciding whether to acquire the product. We also strongly advise that you seek professional advice (see below) from a qualified financial adviser before making any decision to purchase any financial product or establish any structure mentioned on this website. While we believe the sources for our material are reliable, we do not accept responsibility for any inaccuracies, errors, or omissions.
Seek Professional Advice from a Financial Adviser: We operate on a no-advice model and do not provide financial, legal, or tax advice to our clients. We recommend that you obtain suitable professional advice considering your personal circumstances. A licensed financial adviser will assess your individual situation and provide recommendations appropriate for your financial needs. All information on this website is purely factual and general in nature. Therefore, you should not rely on it as advice. It is crucial to remember that individuals and entities (such as Trustees or Directors) are legally responsible for all decisions made, even if you receive advice from a Financial Planner or other professional. While a Financial Professional can offer guidance and assistance, you are ultimately accountable for your financial decisions and structures.