The all-in-one wealth administration platform for every Australian.

A single, intuitive solution for the common needs of individuals, families and small businesses. No risky investments, just simple ways to automate admin, remove complexity and minimise costs.

See the difference with self managed

Additional details
Starting assets: Cash, shares, funds, investment property less investment loans etc. (not home or home mortgage)

Over 30 years you could be:

These calculations are estimates based on the information provided. Actual results may vary. Consult with a financial professional for personalised advice.
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
Current path
  • Setup Fees$0
  • Yearly Fees$600
  • Yearly Tax$52,559
  • Yearly Benefit-
  • End Assets$9,500,000
  • Total Benefit-
Advisor path
  • Setup Fees$10,000
  • Yearly Fees$20,000
  • Yearly Tax$28,377
  • Yearly Benefit-$10,218
  • End Assets$8,200,000
  • Total Benefit-$1,300,000
Self Managed path
  • Setup Fees$500
  • Yearly Fees$1,000
  • Yearly Tax$28,542
  • Yearly Benefit$23,617
  • End Assets$15,000,000
  • Total Benefit$5,500,000

How Self Managed helps you save on time, fees, and tax

Demystify finance

A knowledge hub that translates complex strategies into clear, actionable insights. Academy →

Family Trusts

Tax effective income streaming to reduce your overall tax rate through strategic distribution planning.

Corporate Beneficiary

Cap your tax rate at 30% by using corporate beneficiaries to manage income distribution effectively.

Automate admin

Effortlessly generate documents, track finances, and manage compliance in one place.

Personal Portfolio

$0 (Free)

Individual investors seeking clarity.

  • Comprehensive Investment Tracking across all asset classes.
  • Automated Account Categorisation for personal finances.
  • Asset & CGT Recording for annual tax readiness.
  • Depreciation schedules and debt recycling.
  • Document templates for wills, loans.
  • Access to the Self Managed Academy.
  • Tax preparation for ATO's MyTax portal.

Family Trust

$500 / Year

Families growing wealth.

  • Everything in Personal Portfolio, plus:
  • Trust-specific accounting and distribution recording.
  • Corporate Beneficiary management and tracking.
  • Beneficiary distribution planning tools.
  • Annual financial statement preparation for trusts.
  • Document templates for trust deed, distribution nominations.

Small Business

$500 / Year

Sole traders and Micro Business.

  • Everything in Personal Portfolio, plus:
  • Business Invoicing and cash reconciliation.
  • Payroll Calculation and STP reporting.
  • BAS and Tax Lodgement report generation.
  • Document templates for constitution, share registers, DIV7a Loan, NDAs, Employment Contracts, solvency resolutions and more.

SMSF

Coming Soon

Self-managed superannuation trustees.

Notify me when SMSF support launches.

Notify me

Professional Support on Demand

Self Managed empowers you to manage your own administration, structures and strategies. If your situation is complex or requires personalised advice, Self Managed provides direct access to a vetted partner network. Access these services for a fraction of traditional firm rates through the integrated referral program.

Legal

Estate planning, asset protection, and trust deed updates. Get expert help with wills, succession planning, and complex tax law advice.

Advisors & Advocates

Strategic guidance from vendor advocates, buyer's agents, and insurance specialists. Expert help for property transitions and risk management.

Accountants

Beyond basic lodging. Access specialists for CGT calculations, Division 7A compliance, and high-level tax minimisation strategies.

Zero set-up

Grant secure, temporary access to your profile. Vetted partners see your full structure instantly—no manual file sharing, just immediate, informed advice.

System Capabilities

Portfolio Tracking
Portfolio Tracking

Comprehensive Asset Oversight: Real-time tracking of diversified portfolios with automated data feeds from major Australian financial institutions. See underlying sector holdings of family trusts and ETFs.

Transaction Categorisation
Transaction Categorisation

Automated Account Reconciliation: Smart categorisation of income and expenses to ensure ATO-compliant record keeping, linking to invoices, assets and receipt storage.

Business Invoicing
Business Invoicing

Micro-Business Billing: Professional invoice generation with integrated tracking for outstanding receivables.

Payroll & STP
Payroll & STP

Single Touch Payroll (STP): Automated payroll calculations and direct reporting to the ATO, ensuring employer compliance.

BAS & Tax Lodging
BAS & Tax Lodging

Simplified Tax Compliance: Generate BAS and tax lodgement reports directly from your transaction data, reducing accountant intervention.

Asset & CGT Recording
Asset & CGT Recording

Capital Gains Management: Detailed historical recording of asset bases to automate CGT calculations for disposals. Renovation tracking, depreciation schedules, cost base adjustments.

Integrated with

Wealth management shouldn't be difficult, expensive, or mysterious — it should be self-managed.

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. Self Managed does not offer financial product advice or recommend any particular financial products, whether expressly or by implication. Self Managed does not recommend, suggest suitability for, or endorse any financial product or service available through the platform. This also applies to financial products or structures established when you become a Self Managed 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 Self Managed is purely factual information about its operation and how data is shared with the platform. 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. Self Managed strongly advises 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 the sources for this material are believed to be reliable, Self Managed does not accept responsibility for any inaccuracies, errors, or omissions.

Seek Professional Advice from a Financial Adviser: Self Managed operates on a no-advice model and does not provide financial, legal, or tax advice to users. Self Managed recommends 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.