Trust management software that treats a trust as a trust.
Discretionary, unit and fixed trusts as first-class entities. Trustee resolutions, distributions, deed amendments and beneficiary tracking — all on the live record, with FloSec AI drafting the routine work.
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.
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.
Every trustee task, automated.
A trust is not a company with a different label. EntityFlo uses the right templates, fields and compliance rules.
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.
EntityFlo vs accounting software vs spreadsheets.
Accounting software tracks the money. EntityFlo tracks the legal trust.
Five checks for any trust platform.
A platform that treats trusts as a company variant will miss things.
- 01
Are trustees, beneficiaries, appointor and protector modelled separately?
- 02
Are distribution minutes templated per trust type?
- 03
Does UBO walk through discretionary trusts correctly?
- 04
Are inter-entity loans tracked with terms?
- 05
Can the trust deed be stored and referenced in every resolution?
A trust distribution, end to end.
Open distribution wizard
Select beneficiaries and amounts.
Minute drafts
FloSec AI drafts the distribution minute from the trust record and inputs.
Trustee signs
E-signed. Trust register updated.
Audit trail
Decision, basis and signatures stored against the trust record.
One price. Everything in. Cancel anytime.
No per-document fees. No per-filing fees. No paywalled AI tier. The first entity is free, forever.
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.
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