The Financial Operating System for Australian Families.
The New Standard for Wealth Operations
Stop relying on yesterday's numbers. See how MyFamilyOfficer transforms your operations.
Fragmented & Manual
Tools designed for single purposes don't give you the complete picture. Each solution solves part of the problem—but leaves gaps.
- Accounting software handles books, not family-office operating context
- Compliance tools handle domain-specific reporting, not full-structure visibility
- Spreadsheets become the shadow reporting engine
- File shares become disconnected document storage
Unified & Automated
One operating system designed for wealth management. MyFamilyOfficer becomes the connective tissue across all your tools and data.
- The Operating System: Unified context across books, compliance, and performance.
- Full Visibility: Real-time look-through reporting across all entities.
- System of Record: Evidence, decisions, and documents linked to transactions.
Used across the family office
Built for the Family Office
Whether you are preserving wealth, growing it, or managing it—MyFamilyOfficer creates a single source of truth for your entire ecosystem.
The Principal
Governance & Legacy
Lead with audit-ready confidence. From signing minutes to distribution planning—ensure every decision is compliant and documented.
- Automated Board Agendas
- Cryptographic Signing
- Distribution Planning
- Beneficiary Registers
The Adviser
Alpha & Analysis
Arm your investment committee with institutional-grade insights. AI-powered portfolio reviews, trade idea workflows, and tax-aware scenarios.
- AI Portfolio Reviews
- Trade Idea Workflows
- Tax-Aware Scenarios
- Private Market Data
The Operations Lead
Efficiency & STP
Zero-touch document pipeline. Automate ingestion from email to general ledger, manage bank feeds, and streamline SMSF compliance.
- STP Document Ingestion
- Automated Bank Recs
- SMSF Compliance Engine
- General Ledger Sync
The Next Gen
Transparency & Access
Secure, branded portals for the family. Provide view-only access to trust distributions, tax statements, and financial literacy tools.
- Branded Magic-Link Portal
- Distribution Visibility
- Tax Statement Access
- Privacy-First View
The Compliance Officer
Risk & Policy
AI-powered policy verification. Instantly answer "Is this allowed?" and verify adherence to trust deeds and investment mandates.
- AI Policy Search
- Audit-Ready Trails
- Role-Based Controls
- Automated Checks
The Accountant
Tax & Reporting
Slash end-of-year friction. Access structured ledgers, tax packs, and reconciled transaction data directly—no more email ping-pong.
- One-Click Tax Packs
- Structured GL Exports
- Real-Time Trial Balance
- Distribution Verification
Security & Governance
Built for Control
Principals, trustees, and advisers need certainty. MyFamilyOfficer delivers institutional-grade governance.
- Role-Based Permissions
- Granular access control for principals, advisers, and staff.
- Audit Trails
- Every action logging, from login to ledger update.
- Document-Linked Records
- Source documents attached directly to transaction records.
- Cryptographic Signing
- Digital execution of minutes and resolutions.
- Secure Workflows
- Approval chains for payments and sensitive changes.
- Evidentiary History
- Immutable record of truth for tax and compliance.
Why Wealth Creators Choose Us
Built for the Australian Wealth Landscape
Sophistication Meets Simplicity
Finally, institutional-grade power without the enterprise price tag. Whether you manage a single SMSF or a multi-entity family group, we handle the complexity of Australian wealth structures.
The End of Manual Data Entry
Our AI-driven engine automates the heavy lifting. From PDF contract notes to dividend statements, MyFamilyOfficer ingests, classifies, and reconciles your data.
Australian-First Compliance
Global tools fail to understand franking credits, distinct CGT events, and SMSF lodgement rules. MyFamilyOfficer is built specifically for the Australian regulatory landscape.
Platform Capabilities
- Multi-Entity Wealth Structures
Model your true ownership. Seamlessly manage inter-entity loans, distributions, and beneficiaries across Trusts, Companies, and SMSFs. Get a "look-through" view of your effective exposure without complex manual calculations.
- Institutional-Grade Portfolio Management
Move beyond simple price tracking. Utilize Time-Weighted Return (TWR) and XIRR performance reporting across multi-asset classes and multi-currency portfolios. Track private equity, property, and liquid assets side-by-side.
- Automated Compliance & Tax
Stay ahead of regulations with automated CGT optimization and SMSF rule checks. Our system prepares your lodgements in the background, ensuring you maximize tax efficiency while remaining fully compliant with Australian standards.
- AI-Powered "Zero-Touch" Admin
Stop typing data. Drag and drop PDFs or forward emails directly to the platform. Our intelligent document processing extracts trade details, dividends, and expenses instantly, matching them to your bank transactions automatically.
Join the Family Offices, SMSFs, and Advisory Firms who simply, effectively, dramatically reduce their administrative overhead.
Hosted in Australia. Engineered for data sovereignty.