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Annual review · advisor handoff · FY25/26 (YTD)

Holstead portfolio review

Prepared 13 May 2026 · root entity Family Discretionary Trust · 10 consolidated entities · 1 out of scope

Executive summary · mock

FY25/26 (YTD) consolidated revenue of $306,400 produced a net of $152,500 (50% margin), after netting $3,600 of intercompany flows. Total assets stand at $67,500 against liabilities of $13,600. The numbers are derived from seed data — Phase 7 plumbs real ledger figures through the same shape.

Structural attention sits with Aus Action Sports Pty Ltd (54/100 overall). 3 obligations are currently overdue and need clearing before the close.

For next cycle: prioritise the overdue compliance items, walk through the top mitigations with the accountant, and confirm intercompany eliminations match the underlying invoices. Set the ANTHROPIC_API_KEY environment variable to upgrade this summary to a live Claude-generated synthesis.

Group consolidated position

Consolidated revenue
$306,400

Pre-elim $310,000

Net profit
$152,500

50% margin

Total assets
$67,500

IC $2,400 netted

Total liabilities
$13,600

Equity $53,900

Entity summary

EntityTypeRevenue · FY25/26 (YTD)Prior FY24/25Δ%NetEquityRisk
Web Dev Pty Ltdpty_ltd$168,000$152,000+11%$76,500$30,00077/100
Aus Action Sports Pty Ltdpty_ltd$142,000$118,000+20%$76,000$15,90054/100
Family Trusttrust$8,00073/100
HoldCo Pty Ltdpty_ltd74/100
IP HoldCo Pty Ltdpty_ltd71/100
Action Sports Sub-Holdingpty_ltd75/100
Unspoken Union Pty Ltdpty_ltd63/100
Oyra Pty Ltdpty_ltd66/100
HELMpty_ltd70/100
Bike Expresspty_ltd

Open obligations (next 10)

  • BAS — Q3 (Jan-Mar 2026)· Aus Action Sports Pty Ltd2026-04-28
  • Vehicle insurance — renewal2026-05-09
  • ESIC application — Oyra Pty Ltd· Oyra Pty Ltd2026-05-12
  • Public liability — Aus Action Sports· Aus Action Sports Pty Ltd2026-05-15
  • Patent maintenance — AI Training Model (AU)· IP HoldCo Pty Ltd2026-05-22
  • Trust distribution resolution — FY25/26· Family Trust2026-06-30
  • Patent maintenance — AI Training Model (US)· IP HoldCo Pty Ltd2026-07-15
  • ASIC annual review — Web Dev Pty Ltd· Web Dev Pty Ltd2026-08-12
  • Tax return — FY24/25 — Aus Action Sports· Aus Action Sports Pty Ltd2026-10-31
  • Tax return — FY24/25 — Web Dev· Web Dev Pty Ltd2026-10-31

Recently completed

  • BAS — Q3 (Jan-Mar 2026)Done 2026-04-15
  • PCT lodgement decision — Consciousness TestDone 2026-02-14
  • BAS — Q2 (Oct-Dec 2025)Done 2026-01-26

Notable intra-group activity

  • 2026-12-01 · Management fee · Action Sports Sub-Holding HoldCo Pty Ltd$12,000 · planned
  • 2026-09-01 · Div 7A loan · HoldCo Pty Ltd Unspoken Union Pty Ltd$25,000 · planned
  • 2026-08-01 · IP licensing fee · Oyra Pty Ltd IP HoldCo Pty Ltd$6,000 · planned
  • 2026-08-01 · IP licensing fee · HELM IP HoldCo Pty Ltd$4,000 · planned
  • 2026-07-15 · Capital injection · Family Trust HoldCo Pty Ltd$100,000 · planned
  • 2026-06-30 · Trust distribution · Family Trust HoldCo Pty LtdTBD · planned
  • 2026-04-15 · Services fee · Aus Action Sports Pty Ltd Web Dev Pty Ltd$1,200 · executed
  • 2026-04-01 · Services fee · Aus Action Sports Pty Ltd Web Dev Pty Ltd$800 · reconciled

Restricted / foundational documents

  • Family Discretionary Trust deed (executed)trust_deed · active
  • Patent filing · AI Training Model · AU + USpatent_filing · active
  • Patent filing · Consciousness Test · AUpatent_filing · active
Generated by Holstead · 13 May 2026 · Numbers derived from seed data; Phase 7 (real ledger) feeds production figures through the same shape.