Use cases · Financial Portfolio

Keep personal and entity records distinct.

When assets sit across personal names, a company and a trust, the challenge is often explaining which record belongs to which structure.

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People & ownership

Know who is connected to each record.Financial Portfolio · Record-keeping tools

A connected picture

Keep the entities distinct.

Separate personal, company and trust records so their relationships can be discussed against the formal documents that support them.

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1Person2Entity3Source document

FINANCIAL PORTFOLIO

Home insuranceCurrent policy schedule

Linked to
Family home

A clearer way forward

Make the information useful.

Keep the next step small enough to take, and clear enough to explain.

Financial Portfolio editorial team
Australian record-keeping context
Updated 7 October 2026

Record the relationships

Add the relevant people and entities, then link assets, debts, policies, contacts and supporting documents. Note trustees, beneficiaries and recorded ownership where the app supports it. Check the entries against formal documents and with qualified advisers; the app does not establish a trust, determine beneficial ownership or calculate tax. A clear ownership view helps a conversation begin with the right facts, not a conclusion about legal rights.

From scattered to connected

A manageable way to begin.

Build the picture gradually, using the records you maintain.

Start with distinct entities

Keep the company, trust and people as separate records with recognisable names.

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Connect the evidence

Keep the source documents and professional contacts beside the relationships they explain.

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Share for the conversation

Give an appropriate viewer access to selected records and documents. Permissions do not grant legal authority.

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Can a family trust asset appear in the same wealth tracker as personal assets?

Yes, as a distinct entity record with its own linked information. Do not count it twice in a personal net worth view.

Does recording a beneficiary create a legal entitlement?

No. It records information you enter and does not change a trust deed, nomination or other legal document.

Which documents should support company and trust records?

Keep the relevant formal documents and professional contacts identifiable, then ask your legal or tax adviser which documents are required for your specific structure.

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

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