Complex client structures
Keep the client and their connected entities organised
A client's circumstances can extend beyond their personal finances. Keep dedicated entity records alongside the individual relationship, with room for each structure's own information.
How the work fits together
Start with the individual relationship
Keep personal and family information on the client record. Use linked entities to see the structures connected to the client.
Give each entity its own record
Manage SMSFs, trusts, companies and partnerships in dedicated records. Record directors or corporate trustee information where the entity supports it.
Review each financial position
Keep the entity's financial position separate from the individual's. For an SMSF, review contributions, assets, liabilities, income and expenses in the available views.
Prepare a joined-up conversation
Refer to the relevant records while preparing the meeting. Keep supporting documents and follow-up work organised around the advice relationship.
What your team works with
- Dedicated records for four entity types
- Financial positions kept by entity
- Links back to the client relationship
Illustrative example
A day in an advice practice
A business owner has personal assets, a company and an SMSF. The practice keeps the client relationship alongside the company and fund records. Preparing a review means checking the relevant financial positions and identifying questions about each structure.
Questions about this workflow
Does this automatically consolidate every entity into one projection?
These tools organise entity records and financial positions. Do not assume an automatic consolidated projection; discuss the modelling needed for your circumstances in a demo.
Can entities be imported?
The adviser portal includes CSV creation flows for SMSFs, trusts, companies and partnerships. Review the required format before importing data.
Explore the supporting features
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Explore complex client structures in a demo
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.