Product Roadmap
See how we are adapting to incoming legislation and expanding our professional capabilities.
Active Legislative & Telemetry Engine (Live)
FY 2027-28 — Capital Gains ReformLive in Engine
A profound restructuring of individual and joint investment asset taxation:
- Indexation Method Reinstated: The universal 50% CGT discount is abolished for individuals, trusts, and partnerships. Cost bases adjust via CPI inflation tracking to isolate real gains.
- 30% CGT Floor Surcharge: Realised net capital gains calculated under indexation face an absolute statutory minimum tax floor of 30%.
- New Residential Choice: Investors in newly constructed residential builds retain a permanent statutory election between the 50% discount or the new indexation engine.
200-Day Statistical Valuation Channels & Concentration TelemetryLive in Engine
Quantitative mean-reversion and portfolio concentration analytics embedded directly into your holdings:
- 60-Day Z-Score & Sigma Channels: Automated plotting of -1.5σ Value Buy Zones, -2.5σ Max Value Zones, and +2.0σ Trim Targets across 90, 200, and 365-day lookback windows.
- 200-Day Mayer Multiple & Wilder's RSI-14: Instant macro valuation ratios comparing spot price against the 200-day simple moving average.
- Multi-Level Concentration Rings: Interactive allocation breakdowns across individual portfolios, filtered tax entities, and total net wealth.
Custom Watchlists, Live Portfolio Overlay & Scheduled AEST DigestsLive in Engine
Unified valuation radar and automated morning briefings across prospective targets and active entity holdings:
- Up to 5 Custom Watchlists: Track prospective ASX and global shares, ETFs, and crypto with instant sorting by actionable Valuation Signal, 60D Z-Score, or Instrument Name.
- Live Entity Portfolio Overlay: Dynamically merge and deduplicate your owned holdings (across All Portfolios or isolated to a specific SMSF, Family Trust, Company, or Individual entity) alongside custom watchlists without creating dummy trades.
- Scheduled AEST Morning Email Digests: Automated HTML valuation briefings delivered in Australia/Brisbane (AEST) time (Daily, Weekdays, or Weekly) with an optional Actionable Signals Only (-1.5σ Buy or +2.0σ Trim) filter and on-demand manual dispatch (up to 5/day).
Legislative & Product Horizon (In Development)
FY 2028-29 — Discretionary Trust Minimum Tax EraTreasury Exposure Draft
Proactively model the proposed 30% trustee minimum tax and evaluate restructuring pathways before the rules take effect:
- Fixed-Beneficiary Election Sandbox: Test the trade-off between discretionary flexibility and electing into a permanent, fixed-beneficiary allocation to legally bypass the 30% trustee-level tax.
- 30% Offset & Bracket Drag: Calculate wasted, non-refundable offsets for beneficiaries on marginal rates under 30%, identifying lost wealth across the family group.
- Bucket Company Penalty Model: Forecast the true after-tax cost of distributing trust profits to corporate beneficiaries under the proposed loss of flow-through franking credits.
- 3-Year Rollover Restructuring Module: Model the multi-decade tax delta of rolling trust assets into corporate or individual holding structures tax-free during the 2027–2030 transition window.
Architectural Standard
Every new feature and legislative update is built on an enterprise-grade foundation. From Immutable Audit Logs to Impersonation Protocols, we ensure that while you optimise for the future, your current data is secure and defensible.