Structure & Ownership

    Trust mapping

    See the complete trust structure. Map trustees, appointors, settlors, guardians and beneficiaries from the trust deed, then connect them directly to ownership, control and UBO calculations.

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    Mitchell Family Trust

    Deed dated 14 Mar 2016

    Trustee

    Mitchell Corporate Trustee Pty Ltd

    Company · AU

    Appointor

    JM

    J. Mitchell

    Individual · AU

    Settlor

    RW

    R. Whitfield

    Individual · AU

    Guardian

    EM

    E. Mitchell

    Individual · AU

    Beneficiaries

    Mitchell family class

    6 named beneficiaries

    Each party feeds ownership, control and UBO

    How It Works

    Trust mapping

    See the complete trust structure. Map trustees, appointors, settlors, guardians and beneficiaries from the trust deed, then connect them directly to ownership, control and UBO calculations.

    Book a Demo
    01

    Every party and every role

    Trustees, appointors, settlors, guardians, named beneficiaries and beneficiary classes are recorded against the trust with effective dates, not left inside a PDF.

    02

    Corporate trustees modelled properly

    Where the trustee is a company, its own officers and shareholders are traced, so control does not stop at the trustee name on the deed.

    03

    Connected to the wider group

    Trust relationships appear in the group structure chart and feed control mapping and beneficial ownership directly, so nothing is mapped twice.

    04

    The deed stays on the record

    The trust deed, variations, consents and trustee resolutions are filed against the trust, so the source document is one click from the mapping.

    05

    Trust obligations tracked

    Distribution dates, vesting dates and annual trust obligations are derived from the record and tracked alongside the group’s other key dates.

    FAQ

    Questions, Answered.

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

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    Yes. Unit trusts carry unit holdings that behave like shares for look-through purposes, while discretionary trusts surface trustees, appointors and beneficiary classes for a control-based assessment.

    Yes. Trusts are entities in their own right, so trust-held shareholdings appear in the structure chart and in the look-through calculation.

    SMSFs are supported as a trust type, with trustees, members and the fund’s own obligations recorded against the entity.

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