Understand your real wealth.
Forecast and plan decisions before they cost you.
Track all your net assets, including Australian and Global shares, ETFs, crypto, investment properties and more. Forecast the exact tax impact of selling assets, and optimise your family distributions.
Total Privacy. Zero Data Liability.
We require nothing more than an email address, which can be anything you choose. We store no passwords, hold no credit card data, and require no bank connections. Your financial modelling is entirely yours.
Track
See your entire financial life in one place across Individuals, Joint Accounts, Trusts, Companies, and SMSFs. Overlay live entity holdings onto custom watchlists, inspect portfolio concentration rings, and use 200-day statistical valuation channels to spot when assets are historically cheap or overextended.
Plan
See the future before it happens. The engine layers your planned trades on top of your year-to-date actuals, giving you a precise forecast of your final tax liability before you make your next move. Model scenarios to strategically split sales across tax brackets.
Decide
Take action with absolute confidence. The engine balances distributions across your family group to hit the lowest legal tax brackets, instantly generating pixel-perfect, ATO-compliant tax schedules ready for your accountant.
Engineered for the Australian Tax Landscape
Spreadsheets fail at tax logic. We handle the heavy lifting natively.
Entity-Aware Logic
Built-in logic for Individuals, Joint Accounts, Trusts, Companies, and SMSFs. We handle the complex interactions between entities, including corporate beneficiaries and trust distributions.
Deterministic Modelling
No "black-box" AI guesses. Our engine performs a precise waterfall of ATO-compliant tax rules, fully updated to include the new 2027 CGT tax indexation reforms.
Real-World Accuracy
Automated handling of CGT discounts, Medicare Levy Surcharge tiers, SAPTO eligibility, and carry-forward capital loss offsets.
Accountant-Ready Reporting
Instantly generate pixel-perfect, ATO-mapped reports for your accountant. Export detailed Unrealised CGT, AMIT-Adjusted Dividends, and Consolidated Taxable Income schedules.
Multi-Entity Optimisation
Unravel family group complexity with the Smart Allocator. Model distributions from Trusts to Bucket Companies and instantly see the final, consolidated group tax bill to prevent double-taxation.
Absolute Data Sovereignty
We require no bank connections and store no passwords or credit card data. Provide an email address, authenticate securely via global providers, and keep your financial data entirely your own.
Know When an Asset is Cheap—Before You Model the Tax.
Most trackers only show yesterday's closing price. WealthVantage pairs 200-day statistical valuation channels (-1.5σ Value Buy Zones and +2.0σ Trim Targets), 60-day Z-Scores, and Mayer Multiples with custom Watchlists, live Tax Entity Portfolio Overlays, and automated AEST morning email briefings.
The Output: Accountant-Ready Tax Schedules
Don't hand your accountant a shoebox of broker statements. WealthVantage executes your decisions by generating pixel-perfect, audited tax schedules that map directly to ATO labels—saving you thousands in hourly reconciliation fees.
Explore the Reporting SuiteOutgrowing your portfolio tracker?
Traditional platforms are excellent historical ledgers—they tell you what happened yesterday. WealthVantage is a deterministic tax engine that tells you what happens tomorrow.
Want to look under the hood?
Explore WealthVantage from your specific perspective.
The Investor Lens
Discover how spreadsheets miss critical wealth leaks, including 2027 tax indexation traps and AMIT double-taxation on ETFs.
The Accountant Lens
A deep dive into the deterministic logic powering our waterfill algorithms, statutory streaming rules, and automated ATO-mapped reporting.
Architecture & Peace of Mind
Explore our enterprise-grade infrastructure. Learn why we require zero bank connections and how your data remains secure and highly available.
Grow from clarity to confidence.
Scale the engine to match your structural complexity.
Track personal net wealth, live pricing, P&L, and portfolio concentration rings.
Add 200-day valuation channels, Z-Score telemetry, and tax scenario forecasting.
Unlock Trusts, Companies & SMSFs, plus Custom Watchlists, Portfolio Overlays & AEST Email Digests.
Multi-entity forecasting aggregation and optimisation.
Stop leaving wealth on the table.
Our engine recently identified a +$13,147.82 tax trap caused by impending legislation for a single property disposal. Catch the leaks before you execute the trade.