Phase 3 · Compliance

Key dates

Every obligation across the group — ASIC, BAS, IAS, tax returns, trust resolutions, insurance renewals, patent maintenance, Div 7A repayments. Domain-routed so the right advisor sees the right slice.

Active obligations

1 need attention now

Due in 7 days

Includes overdue and due today

Due in 30 days

Rolling next-month load

Completed FY

Cleared this year

Regulator feed

List Calendar

Compliance health

Healthy

92/ 100

0 overdue
1 due in 7d
4 in 30d
3 completed

Heuristic score. Each overdue obligation docks 12 points, each due-in-7 4 points, each due-in-30 1 point. Phase 11 swaps for a calibrated model.

AI compliance pre-check · mock

No overdue items. 5 obligations need attention in the next 30 days; 5 have comfortable runway.

BAS — Q3 (Jan-Mar 2026)· Aus Action Sports Pty Ltd
0 days until due — confirm prep is complete this week.
watch
Vehicle insurance — renewal
11 days out — schedule the prep work in the next two weeks.
watch
ESIC application — Oyra Pty Ltd· Oyra Pty Ltd
14 days out — schedule the prep work in the next two weeks.
watch
Public liability — Aus Action Sports· Aus Action Sports Pty Ltd
17 days out — schedule the prep work in the next two weeks.
watch
Patent maintenance — AI Training Model (AU)· IP HoldCo Pty Ltd
24 days out — schedule the prep work in the next two weeks.
watch
Trust distribution resolution — FY25/26· Family Trust
63 days out — comfortable runway, revisit closer to date.
ready
Patent maintenance — AI Training Model (US)· IP HoldCo Pty Ltd
78 days out — comfortable runway, revisit closer to date.
ready
ASIC annual review — Web Dev Pty Ltd· Web Dev Pty Ltd
106 days out — comfortable runway, revisit closer to date.
ready
Tax return — FY24/25 — Aus Action Sports· Aus Action Sports Pty Ltd
186 days out — comfortable runway, revisit closer to date.
ready
Tax return — FY24/25 — Web Dev· Web Dev Pty Ltd
186 days out — comfortable runway, revisit closer to date.
ready

Year-end checklist →

Now

Overdue, due today, or due this week

Accounting

BAS — Q3 (Jan-Mar 2026)

Aus Action Sports Pty Ltd

Due today

28 Apr

GST collected/paid lodgement to ATO.

ATO

Next 30 days

Plan ahead — defer at your own risk

Financial
Vehicle insurance — renewal
Personal · Pending
In 11 days
9 May
Structural
ESIC application — Oyra Pty Ltd
Oyra Pty Ltd · PendingITAA
In 14 days
12 May
Operational
Public liability — Aus Action Sports
Aus Action Sports Pty Ltd · Pending
In 17 days
15 May
Legal
Patent maintenance — AI Training Model (AU)
IP HoldCo Pty Ltd · Pending
In 24 days
22 May

Later this year

On the horizon

Accounting
Trust distribution resolution — FY25/26
Family Trust · PendingStandard
In 63 days
30 June
Legal
Patent maintenance — AI Training Model (US)
IP HoldCo Pty Ltd · Pending
In 78 days
15 July
Structural
ASIC annual review — Web Dev Pty Ltd
Web Dev Pty Ltd · PendingASIC
In 106 days
12 Aug
Accounting
Tax return — FY24/25 — Aus Action Sports
Aus Action Sports Pty Ltd · Pending
In 186 days
31 Oct
Accounting
Tax return — FY24/25 — Web Dev
Web Dev Pty Ltd · Pending
In 186 days
31 Oct
Accounting
Tax return — FY24/25 — Family Trust
Family Trust · Pending
In 186 days
31 Oct

Recently completed

3 cleared this FY

BAS — Q3 (Jan-Mar 2026)
Web Dev Pty Ltd · Accounting
Done 15 Apr
PCT lodgement decision — Consciousness Test
IP HoldCo Pty Ltd · Legal
Done 14 Feb
BAS — Q2 (Oct-Dec 2025)
Aus Action Sports Pty Ltd · Accounting
Done 26 Jan

Regulatory feed

Live values pulled from ATO, ASIC, and ABR public endpoints. Cached hourly with verification timestamps.

Mock · live in Phase 11

Div 7A benchmark rate · FY25/26
ATO· verified 2026-04-14
8.37%
+0.18%
Reset annually based on RBA Indicator Lending Rate (Standard, Owner-occupier housing) before the start of the income year.
Financial year ends
Standard FY· verified 2026-04-28
30 Jun 2026
63 days away
Trust distribution resolutions must be in place before this date. Tax-consolidation election windows reset.
ASIC annual review fee · proprietary company
ASIC· verified 2026-04-14
$597
+$22
Indexed annually. Per entity. Late fee cascade: $96 (1 month), $401 (>1 month).
Next BAS quarterly cycle · Q4
ATO· verified 2026-04-28
28 Jul 2026
91 days away
Monthly lodgers: due 21st of the following month.
ESIC minimum qualifying investment
ITAA 1997 Subdiv 360-A· verified 2026-04-14
$50,000
Sophisticated investor offset: 20% non-refundable carry-forward (capped $200k/yr). CGT exemption on shares held 1-10 years.
Small business CGT concession · turnover threshold
ITAA 1997 Div 152· verified 2026-04-14
$2M
Aggregated turnover test. Net asset value alternative: $6M.

Coming in Phase 3

Live wiring: standard obligation seeding per entity type, calendar and dashboard widgets, email reminders via Inngest, mark-complete workflow with document linking, advisor dashboards (legal / accounting / financial slices), and obligation auto-creation from document expiry dates and patent maintenance schedules.