Group overview

    Every entity. Every jurisdiction. One view. See every company, trust, subsidiary and special-purpose entity across your group, with its jurisdiction, ownership, status and upcoming issues clearly visible.

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    How group overview works

    Every entity. Every jurisdiction. One view. See every company, trust, subsidiary and special-purpose entity across your group, with its jurisdiction, ownership, status and upcoming issues clearly visible.

    Book a walkthrough
    01

    One list for the whole group

    Companies, trusts, partnerships, SMSFs and special-purpose entities sit in a single searchable register: not one spreadsheet per jurisdiction and one per adviser.

    02

    Jurisdiction on the face of the record

    Australian, New Zealand and United Kingdom entities each carry the identifiers and filings their regulator actually uses, then roll up into one group view.

    03

    Status you can act on

    Draft, active and closed entities are clearly separated. Only active entities are scanned for compliance, so the list reflects live accountability rather than historical clutter.

    04

    Issues surfaced per entity

    Each row shows its compliance score, open issue severity and next due date, so you can tell at a glance which entity needs attention this week.

    05

    Reconciled against the registry

    Australian entities are continuously compared against ASIC, and any difference is surfaced as a diff you review: the register never quietly drifts from the public record.

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

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    There is no practical limit. EntityFlo is built for groups running from a handful of entities to several hundred across multiple jurisdictions.

    Yes. Groups act as workspaces, so entities, people and documents stay isolated to the group they belong to and access is granted per group.

    No. Entities start as drafts so you can build the record properly, and they are excluded from compliance scanning until you activate them.

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    Your first entity is free. No credit card, no lock-in. Set up in under 15 minutes.

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