Per-entity accounting · Family Trust
Family Trust
Full accounting view for this entity — P&L, GST position, obligations, financial documents, intra-group activity, and a profitability advisor that reads live data when you've added it.
Status
Live
Ledger provider
Internal · Holstead
GST
Status unknown
Open obligations
2
Accounting obligations (2 open)
- 2026-06-30
Trust distribution resolution — FY25/26
Required before 30 June to determine present entitlement of beneficiaries. Mandatory under deed.
- 2026-10-31
Tax return — FY24/25 — Family Trust
Financial documents (0)
No financial documents linked yet (tax returns, BAS, financial statements, Div 7A loans).
Trust distribution resolutions
Intra-group activity (2)
- $100,000
→ HoldCo Pty Ltdcapital injection
Initial capital at HoldCo incorporation
- —
→ HoldCo Pty Ltdtrust distribution
FY25/26 distribution resolution
Coming in Phase 7
Per-entity journal entries, transaction tagging, GST treatment per account, intra-group elimination rules, BAS-prep mapping, and the Xero/MYOB read adapter. The structure of this page is stable — Phase 7 plugs real ledger data into the same surfaces.