Entity management for trusts
Trust Management Software for Family Groups and Trustees
Discretionary, unit and fixed trusts managed as first-class entities: trustee resolutions, distributions, deed amendments and beneficiary records on one live register.
Your first entity is free. No credit card required.
Trust management software handles the entity that is not a company. EntityFlo models discretionary, unit and fixed trusts natively: with trustee resolutions, distribution minutes, beneficiary changes and deed amendments handled the same way share movements are handled in a Pty Ltd. UBOs look through trusts to the natural persons at the top.
What breaks once you pass five entities.
Trusts are second-class in most tools
Platforms built for companies cannot model trustees, appointors or beneficiaries properly.
Deeds are the only record
Key terms sit in a PDF instead of structured fields anyone can query.
Distributions are last-minute
Resolutions are prepared in the final week of June, every year.
Four design choices that make trusts first-class.
A trust is not a company. Treating it as one breaks every workflow.
Trust-native data model
Trustees (corporate or individual), beneficiaries, appointor, protector: all the right fields.
Trustee actions, not director actions
Resolutions, distributions and amendments use the right templates and the right approvals.
Look-through UBO
Discretionary, unit and fixed trusts are walked correctly. Beneficiary classes handled.
Audit-trailed
Every trustee action records who decided, when, on what basis.
The EntityFlo operating model.
Model the legal record first: entities, officers, members, dates.
Turn every task into one workflow with documents and signatures attached.
Let FloSec AI draft from the live record, never from a blank page.
Lodge with the regulator from inside the action, not a separate portal.
Continuously scan for stale records, missing items and overdue obligations.
Built for CFOs, General Counsel & Company Secretaries.
Every trustee task, automated.
A trust is not a company with a different label. EntityFlo uses the right templates, fields and compliance rules.
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EntityFlo vs accounting software vs spreadsheets.
Accounting software tracks the money. EntityFlo tracks the legal trust.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
Do you support all trust types?
Discretionary, unit, fixed, testamentary and hybrid. SMSF is also supported as a separate module.
Can corporate trustees be modelled?
Yes. The trustee can be a person or a company; the corporate trustee gets its own EntityFlo record.
What about trust deed amendments?
Templates exist for common amendments. Bespoke amendments use the document generator with full audit trail.
Does it handle vesting day?
Yes. Vesting day actions are templated and scheduled.
Are distributions integrated with tax?
Tax obligations are tracked in the Compliance Hub; distribution data flows to the obligations tab.
Can the accountant see only the trust?
Yes. Per-entity permissions support scoped adviser access.
Run trusts properly. Not as company stubs.
Free for one entity. Add your first trust in fifteen minutes.