Entities

Market conditions

Wealth Roadmap

Cost Minimisation

Tax Minimisation

Asset Categories

Structuring Strategy

Investment Strategies

Portfolio Activity EOFY Profile People Accounts Assets Operations Payroll

Create and manage your business structures, trusts, and companies.

Guide Name	Description	Action
Create New Entity	Step-by-step guide to creating a new business structure.	View
Registration Details	Set up and manage entity registration information and details.	View
Address Management	Add and update entity addresses and contact details.	View
Contact Management	Manage contacts and relationships for your entities.	View
Relationship Setup	Create and manage family structure relationships and connections.	View
Family Tree Management	Create and manage family structure relationships and hierarchies.	View
Document Management	Upload and organize entity documents and certificates.	View