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
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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.
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