Dashboard
Total Funds Under Management
accounts portfolios total return
Loading…
Live

Asset Allocation

Market Overview

ASX 200
All Ords
SPI 200
10Y Bond
AUD/USD
For illustration only · Not financial advice

Top Performers

Bottom Performers

Needs Attention

0

Recent Activity

DateAccountTypeDescriptionAmount

Organisation Hierarchy

Loading hierarchy…

No accounts yet

Add your first account to start managing portfolios, CGT events, and compliance documents.

Email
Phone
Tax Rate
Period:
Opening Balance
Net Deposits
Investment Return
Closing Balance
Return %
Net Assets

Valuation

Market Movements

Loading…

Asset Allocation

Loading…

Top 5 Holdings

Loading…

Performance

Display by:
Balances displayed as AUD equivalent
Loading holdings…
Cash Balance

Transaction History

Loading…
Loading KYC data…

Division 293 Tax Calculator

Division 293 is an additional 15% tax on concessional (pre-tax) super contributions for individuals whose income plus concessional contributions exceeds $250,000. Enter the client's income details below to calculate their Division 293 liability.

Income & Contribution Inputs

Concessional Contributions

No portfolios yet

Portfolios are created when you add an account.

Market Value
Cost Base
Unrealised P&L
Holdings

Performance

Asset Allocation

CGT Engine

Select a portfolio above to calculate capital gains, run scenarios, and find tax-loss harvesting opportunities.

Pending Reviews
Approved
Total Submissions

Pending KYC Reviews

Loading…

No advisers yet

Invite your team members to manage client portfolios.

Firm Details

White-Label Branding

Click to upload logo

Shown in sidebar, page titles, and emails

Sidebar & nav
Hover states
Buttons & links

Workspace URL

Email Digest

Weekly portfolio summary with tax alerts delivered to your inbox.