Due today
28 Apr
GST collected/paid lodgement to ATO.
ATO
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
11
1 need attention now
Due in 7 days
1
Includes overdue and due today
Due in 30 days
5
Rolling next-month load
Completed FY
3
Cleared this year
Compliance health
Healthy92/ 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
Compliance is in good shape — 0 upcoming obligations have comfortable runway. Set ANTHROPIC_API_KEY to upgrade this digest to a live Claude-generated assessment.
Now
Overdue, due today, or due this weekNext 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- Done 15 Apr
BAS — Q3 (Jan-Mar 2026)
Web Dev Pty Ltd · Accounting
- Done 14 Feb
PCT lodgement decision — Consciousness Test
IP HoldCo Pty Ltd · Legal
- Done 26 Jan
BAS — Q2 (Oct-Dec 2025)
Aus Action Sports Pty Ltd · Accounting
Regulatory feed
Live values pulled from ATO, ASIC, and ABR public endpoints. Cached hourly with verification timestamps.
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.