Phase 5 · Activity
Intra-group activity
Every movement between entities — Div 7A loans, services fees, IP licence royalties, dividends up the chain, capital injections down, trust distributions. Dated, categorised, ready for year-end reconciliation.
Executed YTD
$4k
4 movements reconciled
Planned
$147k
6 pending — incorporation + FY-end
Top recurring
Web maintenance
Aus Action Sports → Web Dev · $800/mo
Largest planned
$100k
Family Trust → HoldCo · capital injection
Activity log
Year-end exportDecember 2026
1 event- Management fee1 Dec 2026$12,000
Annual management fee · group services
September 2026
1 event- Div 7A loan1 Sept 2026$25,000
Div 7A compliant loan · seed capital
August 2026
2 events- IP licensing fee1 Aug 2026$6,000
Annual IP licence — Oyra platform code
- IP licensing fee1 Aug 2026$4,000
Annual IP licence — HELM platform code
July 2026
1 event- Capital injection15 July 2026$100,000
Initial capital at HoldCo incorporation
June 2026
1 event- Trust distribution30 June 2026TBD
FY25/26 distribution resolution
April 2026
2 events- Services fee15 Apr 2026$1,200
Booking platform integration · one-off
- Services fee1 Apr 2026$800
Monthly web maintenance + hosting · April
March 2026
1 event- Services fee1 Mar 2026$800
Monthly web maintenance + hosting · March
February 2026
1 event- Services fee1 Feb 2026$800
Monthly web maintenance + hosting · February
Volume by type
- Capital injection1 · $100k
- Div 7A loan1 · $25k
- Management fee1 · $12k
- IP licensing fee2 · $10k
- Services fee4 · $4k
- Trust distribution1 · $0
Coming in Phase 5
Live wiring: CRUD for intra-group activities; auto-create Div 7A obligations when private-company loans are recorded; year-end export bundle (single-entity rule applied for consolidation movements); transfer-pricing documentation per services agreement; IP licensing royalty calculation per linked agreement.