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your adviser updates the map at your annual review, you have a living record rather than a pile of documents that goes out of date the moment it is printed.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, shareholders, members, beneficiaries, and asset owners recorded clearly.
Beneficiaries and succession
Who benefits from each trust and what happens when circumstances change.
Supporting records
Documents, beneficiary details, structure parties, assets, and loans recorded for clearer advisor discussions.
Shared access for the whole family
Bring trusted advisers into the conversation with access planned around your family’s needs. Broader family access should be handled through your rollout plan.
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 families and their advisors a clearer record of the family wealth structure before a major event forces the conversation. That preparation reduces confusion and gives successors better material to review with qualified professionals.
Clients control advisor access in the app, and any broader family rollout should be planned carefully with your professional advisors.
A shared view for your family and your advisers
Klaris is designed to sit alongside your existing advisory relationships. Your accountant or financial adviser can work from the same wealth structure map where appropriate, so key advisors are 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 can be used directly by clients or alongside 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 around Australian structure types
Klaris is built in Australia for Australian structure records. The platform supports Australian discretionary trusts, unit trusts, self-managed super funds, companies, personal holdings, assets, loans, documents, and advisor access workflows rather than generic global templates.
Klaris is operated by an Australian company and designed for Australian family groups, with privacy-led handling and onboarding practices suited to sensitive wealth records.
Common questions from families
How does my family get access to Klaris?
Families can request access directly or be invited by an advisor using Klaris. During rollout, new accounts may require review before full access is activated. If your advisor 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?
Klaris is designed for families to work with trusted advisers around one clearer structure record. Broader family access should be planned with your adviser during onboarding so the right people see the right information.
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?
Klaris is designed with Australian privacy expectations in mind, using secure handling practices and controlled access so sensitive family wealth information is only available to appropriate people.
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 clearer map of structures, assets, loans, and documents. You can request access directly or use Klaris alongside your existing accounting or advisory firm.
Are you an accountant or adviser? See how Klaris works for accounting firms