Holstead

Internal

DJ

Dan JohnsonCEO

Workspace

OverviewHome
StrategyPhase 13
OpportunitiesPhase 13
StructurePhase 1
ProjectsPhase 1
CompliancePhase 3
DocumentsPhase 2
IPPhase 11
Brand namingRound 6
CashPhase 4
CapitalPhase 13
Div 7A loansPhase 5/7
Trust resolutionsPhase 7/13
Services agreementsPhase 6/7
ActivityPhase 5
AccountingPhase 7
AnalyticsPhase 8
Personal taxPhase 13
InvestmentsRound ADV
TrainingRound TRN
OptimiserRound 4
RiskPhase 10

System

RecommendationsAdvisor
SentinelSystem
BuildsSystem
PivotsSystem
StatusSystem
Audit logSystem

Holstead & Co · Session 1 (Phase 0)

Trust

Family Discretionary Trust

Family Trust