Understand your real wealth.
Make smarter after-tax decisions.
WealthVantage is a high-fidelity forecasting engine designed for the Australian tax landscape. We go beyond portfolio tracking to give you a clear, entity-aware view of your wealth—allowing you to model the after-tax impact of every move before you make it.
Entity-Aware Logic
Built-in logic for Individuals, Trusts, Companies, and SMSFs. We handle the complex interactions between entities, including corporate beneficiaries and trust distributions.
Deterministic Modeling
No "black-box" AI guesses. Our engine performs a precise waterfall of tax rules, from AMIT cost-base walks to Section 95 revenue loss soaking.
Real-World Accuracy
Automated handling of CGT discounts, Medicare Levy Surcharge tiers, SAPTO eligibility, and carry-forward capital loss offsets.
The Forecasting Core
Unlocked at the Silver Tier and above, the WealthVantage engine natively handles the heavy lifting of Australian compliance: automated AMIT cost-base walks, dynamic calculation of SAPTO & LITO thresholds, and real-time execution of 5-method tax lot allocations (including Min-CGT 12-month discount targeting).
Grow from clarity to confidence.
Select the tier that matches your investment complexity.
- Consolidated net wealth tracking across all personal portfolios
- 15-Minute Live Pricing: Automated price updates for shares, ETFs, and Crypto
- Live Portfolio PnL: Comprehensive unrealised and realised gain tracking in real-time
- Model current-year scenarios for Individuals & Joint structures
- Includes the complete Forecasting Core (AMIT, dynamic thresholds, 5-method tax lot allocation)
- Calculate accurate post-tax proceeds before executing a trade
- Advanced isolated forecasting for Trusts, Companies, and SMSFs
- Section 95 Loss Waterfalls: Automated internal trapping of revenue and capital losses
- Pension Disregard Logic: Native implementation of Section 118-320 temporal rules for SMSFs
- Algorithmic Waterfill Engine: Automatically routes distributions across your family group to minimize total tax
- Immutable Compliance Floors: Locks in your base salaries and historical actuals before optimizing a single cent
- Automated Strategic Advisor: Generates plain-English insights identifying tax-free dividend capacity and planned-sale hazards
Mastering the Australian Tax Landscape
Spreadsheets are great for balances, but they fail at tax logic. WealthVantage handles the "Accountant-Level" details natively.
Learn how our engine calculates your forecast →Join Australian investors moving beyond basic spreadsheets.