Software feature
Entities and structures
Advise on more than individuals. SMSFs, trusts, companies and partnerships each get their own record and their own financial position, held in dedicated services alongside individual clients.
How entities and structures works in Souffle
Self managed super funds
SMSFs are a first-class entity with their own dashboard and a corporate trustee dashboard. Contributions, investments, assets, liabilities, income and expenses each have a dedicated dashboard and creation flow, on top of the fund's own financial position.
Trusts, companies and partnerships
Trusts carry a trust dashboard and a corporate trustee dashboard. Companies hold director records and a company dashboard, with company search available when creating one. Partnerships have their own record and dashboard. Each of the four structures maintains its own financial position, separate from the individual client's.
Linked back to the client
Entities appear against the client record as linked entities, so an adviser can see the individual and the structures they are connected to in one place.
Bulk entry
Every entity type can be created individually or imported in bulk from CSV — companies, trusts, partnerships and SMSFs alike.
In this area
SMSF with corporate trustee and contributions
Trust with corporate trustee dashboard
Company records with directors
Partnership records and dashboard
Individual clients and couples
SMSF investments and expenses
Per-entity financial position tracking
CSV import for each entity type
Related
Where this connects
These areas share the same records, so work in one shows up in the others.
Get started
See Souffle with your own practice in mind
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.