Entities, trusts and SMSF
Trusts, companies and self-managed super.
Hold it however you actually hold it. See each structure alone, or the whole position at once.
How it works
- Every structure — Personal, joint, family trust, company and self-managed super.
- One position, or each in turn — Filter to a single entity, or roll them all into your total net worth.
- SMSF, holding by holding — Track fund investments position by position with live prices, rather than as one balance.
- Reporting follows the structure — The tax pack is produced per entity, because that is how each one is lodged.
Common questions
Can I track a family trust in Compound?
Yes. Assets can be held under a family trust, a company, an SMSF, a joint holding or your personal name, and viewed per entity or combined.
How is an SMSF handled?
A self-managed super fund can be tracked holding by holding with live prices, so it appears as a real portfolio rather than a single balance, and it is reported separately at tax time.
Related
Reviewed on ProductReview.com.au
★★★★★ 5.0 out of 5
Compound allows me track bank accounts, shares and property all in the one app. I can view the year I become financially independent but also use their calculators and budgeting tools to run scenarios and watch how that freedom year is impacted. One of my favourite features is that my wifes account and my account can be linked so our financial goals are visualised and aligned.
I’ve been using Compound for a while now and it’s helped me consolidate everything into a single portal. It’s easy to use, gives me all the important info at a glance and helped us make more informed financial decisions
What a fantastic and innovative app this is. It has helped me combine all my finances in one place rather than having to check 5-10 individual apps. Keep the new features coming Compound!
Could not recommend this app enough! It has allowed me to sit down and really look at my finances. I now have a clear goal and know exactly what to do to get there. Well done to the team at Compound for creating such an innovative product.
Such a great app - combines all my assets in one place and models when I can stop work. It is so accurate, customer service is great, app is slick and works well. Data secure and never had an issue. Highly recommend
More features
Your Freedom Year · Everything you own · Tax time · Property, analysed · Scenarios · Budget · Bill checker · Shares, ETFs & crypto · Automatic tracking · Borrowing power · Development feasibility · Couples · Goals · The bigger picture · Pip, and your progress