Your Family Wealth, Mapped in One Place
Complex structures with trusts, companies, and SMSFs can be difficult to understand - even for the families who own them. Klaris gives you a single, clear visual map of everything your family holds, so you always know where things stand.
Most families manage their wealth across scattered documents
When your family holds assets through multiple trusts, a self-managed super fund, and several companies, keeping track of everything becomes genuinely difficult. Documents live in different places. Different advisers hold different pieces. Successors and younger family members often have little visibility into how it all connects.
When something significant happens - a health event, an estate matter, or a major financial decision - families are left scrambling to understand what they own and how it is structured. That confusion creates stress and delay at exactly the wrong moment.
One visual map of your entire family wealth structure
Klaris is introduced to your family through your accountant or financial adviser. Together, you build a clear, visual map of your family wealth structure - every trust, company, SMSF, individual holding, and key relationship shown in one place.
You can see who controls what, who the beneficiaries are, how entities connect, and where value flows. When your adviser updates the map at your annual review, you have a living record rather than a pile of documents that goes out of date the moment it is printed.
What your family can see in Klaris
Every entity in one place
Discretionary trusts, unit trusts, companies, SMSFs, and individual holdings all on one map.
Connections between entities
See exactly how your trusts, companies, and super funds relate to each other.
Who controls what
Directors, trustees, appointors, and beneficial owners shown clearly.
Beneficiaries and succession
Who benefits from each trust and what happens when circumstances change.
Estate planning components
Testamentary trusts, backup beneficiaries, and other estate planning elements included.
Shared access for the whole family
Invite successors and relevant family members with appropriate access levels.
Clarity for successors before they need it
One of the most common challenges in family wealth is that successors and adult children have little understanding of the structure they will one day steward. They know the family has trusts and a super fund, but they do not know how it all fits together or why decisions were made.
Klaris gives successors a clear picture of the family wealth structure before a major event forces the conversation. That preparation reduces confusion, builds confidence, and makes transitions far smoother for everyone involved.
Your accountant or adviser controls what each family member can see, so access is always appropriate to the situation.
A shared view for your family and your advisers
Klaris is designed to sit alongside your existing advisory relationships. Your accountant, financial adviser, and solicitor can all work from the same wealth structure map where appropriate, so everyone is working from the same information.
This reduces the risk of gaps - situations where one adviser does not know about an entity or arrangement that another one manages. It also makes your annual reviews more productive, because the map is already up to date before the meeting starts.
Klaris is introduced and managed through your professional firm. If your accountant or adviser does not yet use Klaris, you can share this page with them or contact us directly to discuss.
Built specifically for Australian trust law and SMSF
Klaris is built in Australia for Australian trust structures. The platform understands Australian discretionary trusts, unit trusts, self-managed super funds, and the estate planning concepts that matter under Australian law - not generic global templates adapted for the Australian market.
Your data is stored in Australian data centres and managed under the Australian Privacy Act. Klaris is operated by Krrisp Pty Ltd (ABN 38 609 221 570), an Australian company.
Common questions from families
How does my family get access to Klaris?
Klaris is introduced to families through their accountant or financial adviser. Your adviser sets up the wealth structure map and invites family members with appropriate access. If your adviser does not yet use Klaris, contact us and we can discuss the best way to get started.
Can I see everything in my family's structure, or only certain parts?
Your accountant or adviser controls access levels. Each family member sees what is appropriate for their role - a successor might see the full structure, while a younger family member might see a summary view. Access is managed through roles and permissions.
Does Klaris give financial or legal advice?
No. Klaris is wealth structure visualisation software only. It shows you what your family holds and how it is structured. Any decisions based on that information should be made with your accountant, financial adviser, or solicitor.
Is our family's financial information secure?
Yes. All data is encrypted in transit and at rest, stored in Australian data centres, and protected with role-based access controls. Klaris is designed with the Australian Privacy Act and the Australian Privacy Principles in mind.
What if our accountant or adviser doesn't use Klaris yet?
You can share the Klaris website with your adviser or contact us directly. We work with accounting and advisory firms across Australia and can discuss how Klaris would fit into their existing practice.
Ready to see your family wealth structure clearly?
Talk to us about how Klaris can give your family a single, clear map of everything you hold. We work through your existing accounting or advisory firm, or we can connect you with a firm that uses Klaris.
Are you an accountant or adviser? See how Klaris works for accounting firms