EntityFlo gives family offices a single operational view — compliance status, ownership chains, trust structures, and governance — across every entity in the family group.
Family offices operate some of the most complex entity structures in Australia. Managing them with spreadsheets creates risk.
Family offices manage trusts, companies, partnerships, and SMSFs across multiple generations. Without a unified view, obligations are missed and structures drift out of compliance.
Director appointments, trustee changes, and beneficiary updates happen frequently. When they're tracked across spreadsheets and email, the governance trail breaks.
Accountants, lawyers, and family members all need access to entity information — but it lives in different places, creating delays and inconsistencies.
The family principal or investment committee wants a clear picture of the entire structure. Producing that picture currently requires hours of manual compilation.
EntityFlo brings every entity — trusts, companies, SMSFs, partnerships — into a single, continuously monitored register.
Companies, trusts, SMSFs, and partnerships mapped in a single register. See compliance status, officer details, and ownership across the entire family structure at a glance.
Trace beneficial ownership through complex trust and corporate layers. EntityFlo calculates UBO percentages automatically and keeps the map current as structures change.
Annual reviews, director consents, trust deed variations — the engine monitors every entity against its obligations and surfaces gaps before they become problems.
Give accountants, lawyers, and family members the access they need — read-only or collaborative — while maintaining a single source of truth under your control.
Family offices use Entity Management as the central register, Compliance Engine for monitoring, Governance Hub for resolutions, and Document Vault for the immutable audit trail.
Unified registers and filings for multi-entity organisations.
ExploreSPV management and UBO mapping for PE and VC funds.
ExploreSPV lifecycle management for direct lending and securitisation.
ExploreSPVs, joint ventures, and holding structures made simple.
ExploreBook a demo. Bring your entity list. We'll show you what full visibility looks like.
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