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Self managed super fund
It’s an SMSF
Keep the members, assets, ownership evidence, annual valuation round and trustee resolutions together. Your accountant and auditor see the same adopted record you do.
A$299/yearStart an SMSF record
Trust by Veela
The trust's decisions, assets and evidence. One record.
For SMSFs, family trusts and unit trusts. Keep the asset register current, turn year-end evidence into a reviewable schedule, adopt it by trustee resolution, and hand your accountant or auditor a pack that traces every number.
Per trust, billed annually, ex GST · Five free view-only adviser seats
What kind of trust is this?
The same question opens setup. It determines the register, calendar, outputs and annual price.
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Discretionary trust
It’s a family trust
Keep the deed, beneficiaries, asset schedule and distribution decisions on one calendar. Your accountant gets the resolution and year-end schedule without rebuilding the record.
A$149/yearStart a family trust record
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Unit trust
It’s a unit trust
Keep the deed, unit-holder register, assets and trustee decisions together. Issue and redeem units through signed resolutions so the register and minute book stay in step.
A$149/yearStart a unit trust record
Two records, kept together
Trust by Veela pairs with Trustee by Veela
The trust owns the assets and makes the trust decisions. Its corporate trustee is a company with a separate ASIC annual review, solvency resolution and company record. Veela keeps both sides visible without pretending they are one entity.
Trust by Veela
The trust or fund record
Deed, members, beneficiaries or the unit-holder register, assets, valuations, trustee resolutions and adviser outputs.
When linked
The trustee company record
ASIC review, company resolutions, officeholders, registers, minute book and document vault remain in the corporate trustee's own Veela workspace. Trustee by Veela access is included while the linked Trust plan is active; higher company plans remain separate.
See Trustee by Veela →What it does
The record is maintained through the year, so year end is a review and a decision — not a reconstruction.
Start from the records you already have
Upload last year’s financial statements to propose an opening asset schedule, then confirm each row. Add bank, broker, manager and valuation statements as evidence. New acquisitions pass through a trustee decision so the register and minute book stay connected.
A register with the evidence attached
Cash, listed securities, property, unlisted investments, loans and other assets stay in one register. Each asset can carry its statement, title, appraisal, lease or other ownership evidence instead of a file name in somebody else’s folder.
Proposed values with a receipt
Every proposed value names its as-at date, method and source. Optional bank and market feeds can add indicative observations for cash, securities, crypto and metals when configured. The trustee still retains and checks the supporting statement before adoption. Veela never adopts a value for you.
See the value, without blurring the lens
A breakdown donut of the register, an adopted-versus-indicative value-over-time chart that never blends the two lines, a per-asset flag when the indicative number has moved away from what was last adopted, an adopted year-on-year comparison, and an as-at rewind to any past day. The indicative lens is never presented as the adopted schedule — the two stay visually and factually apart.
The trustee adopts the record
Review the proposed schedule, replace a number when your evidence supports another one, and sign one valuation-adoption resolution. Only that human decision creates the adopted value.
Decisions update the register
Asset acquisitions and disposals, valuation adoption and other trustee decisions pass through resolutions. The decision, its signatures, the evidence and the resulting record stay connected.
A calendar that names the obligation
Trust by Veela opens the supported annual work in time to act and shows what is still missing. SMSF valuation work and family-trust distribution work stay distinct, with clear prompts to check the deed and use professional advice where needed.
Ask Veela on your own trust record
Ask what evidence supports an adopted value, where a deed clause came from or what remains in the annual round. Answers use the records and documents you are allowed to see, with citations.
Your advisers can look at no charge
Five free view-only seats are intended for your accountant, SMSF auditor and lawyer. They can inspect the current record and download the outputs available to their role without changing your work.
How an unlisted holding gets a number
An unlisted holding — private company shares, a managed fund, a unit trust — doesn't have a market price to read off. Veela names the method against the evidence actually available, and every one of them produces a replayable receipt: the inputs, the source document and the arithmetic are all on the record. Veela never picks the multiple, normalises the earnings or infers a discount — that judgement stays with the trustee, cited to the document it came from or explicitly labelled self-supplied.
Recent arm's-length transaction
Executed price × the registered holding. The trustee attests the transaction was at arm's length — a related-party price is evidence of nothing and belongs in an independent valuation instead.
Comparable multiples
Maintainable earnings × a multiple that is either cited from a retained source document or supplied by the trustee and clearly labelled self-supplied. Every documented adjustment — net debt, and any other line the trustee records — appears as its own line in the receipt.
Fund NTA
Units held ÷ units on issue × the fund's net assets, taken from the fund's own accounts at the round date.
Redemption or exit price
The price the fund or issuer would actually pay to redeem the holding, evidenced by the fund's own documentation rather than assumed.
Net assets, statement and market close
An investee's percentage-held share of its own net assets from its financial statements; a bank, broker or manager statement balance; or a listed market close for securities, crypto and precious metals.
Licensed property valuation
An automated valuation model observation, where Veela holds an active provider entitlement permitting that use for the property in question. Otherwise property work begins from retained evidence — an appraisal, an insured value, cost — and an explainable proposal the trustee decides on.
The June workflow
Open the round. Fill the evidence gaps. Sign one resolution.
June collapses into one valuation round instead of a hunt across inboxes and drives. From early May, Veela opens a named task per evidence-bearing asset — get the FY manager statement, get the FY investee accounts — and each one resolves itself the moment that asset's round proposal carries the evidence. By the time the round opens, most of the chasing is already done, so June is a review, not a scramble. For a family trust, the 30 June distribution task is surfaced alongside it, with a reminder to check whether the deed requires an earlier date.
1 · Open the round
Every active asset, one schedule
The annual valuation round opens with the register already assembled. Nothing is recreated from a blank spreadsheet.
2 · Fill the gaps
Upload the missing evidence
Add the current statements, appraisals or other documents the schedule still needs. A configured feed can pre-fill an indicative observation, but it does not replace the source evidence the trustee checks.
3 · Review the proposals
Every number keeps its receipt
Confirm a proposed value or replace it with a supported figure. The source, method and any override remain visible.
4 · Adopt once
Sign one trustee resolution
The passed resolution turns the confirmed schedule into the adopted record and locks the round.
Veela tracks and prepares the record. The trustee reviews and adopts it. Deed-specific requirements and professional judgement remain with the trustee and their advisers.
Built for the handoff
Your accountant and auditor stay. Trust by Veela gives them a clean record to start from.
For an SMSF auditor
One audit pack, not another document request
Export an indexed workbook of the asset register, valuation history, rounds, people, tasks, resolutions and audit trail, together with the retained TFN-cleared source records this adviser seat can see. The pack records what was supplied and adopted; it does not claim Veela audited or verified it.
For your accountant
A workbook built for the handoff
Export the current asset register and valuation history with the trustee, member, beneficiary or unit-holder records, rounds, tasks and resolutions. It is designed as a point-in-time handoff to the accountant, not a replacement for their accounting system.
For the trustee
The live record behind both outputs
The asset register, deed, resolutions, evidence and annual status remain in one place between year ends. The next pack starts from the work already done.
Annual pricing, by trust
The central workflow is annual, so the subscription is too. One trustee workspace and five free view-only adviser seats are included in the price below.
Self managed super fund
Trust by Veela
A$299 /fund/year
Billed annually, ex GST · Ask Veela allowance included monthly, with a hard usage cap you control
Start an SMSF recordDiscretionary trust
Trust by Veela
A$149 /trust/year
Billed annually, ex GST · Ask Veela allowance included monthly, with a hard usage cap you control
Start a family trust recordUnit trust
Trust by Veela
A$149 /trust/year
Billed annually, ex GST · Ask Veela allowance included monthly, with a hard usage cap you control
Start a unit trust recordWhat you get
- Asset register with evidence linked to each asset
- Annual valuation round and adoption resolution
- Trustee resolutions, signatures and minute-book record
- Accountant export for SMSFs, family trusts and unit trusts
- SMSF audit pack export
- Unit-holder register with resolution-led issues and redemptions
- Optional Basiq bank-data consent and market-price evidence feeds
- Five free view-only seats
- Linked navigation when you already manage the corporate trustee in Veela
- Monthly Ask Veela allowance with a hard usage cap you control
What it leaves out
- No tax-return preparation or lodgement. Your accountant remains responsible for the accounts and returns.
- No audit and no claim that Veela has verified evidence or values. Your SMSF auditor remains independent.
- No legal, tax, audit, investment or financial advice. Decisions and judgement stay with the trustee and their advisers.
- Live feeds are optional and depend on the trustee granting consent and the production provider credentials being enabled. Statement upload remains the complete fallback.
- Licensed property observations appear only where Veela has an active provider entitlement permitting that use. Otherwise property work begins from retained evidence and explainable proposals; the trustee decides what to adopt.
Questions, answered
How does a corporate trustee fit in?
During setup you can link a corporate-trustee company workspace you already manage in Veela. The records and responsibilities remain separate, while the linked Trustee by Veela company workspace is included for as long as the Trust plan stays active. Individual trustees do not need a company workspace.
Does this replace my accountant or SMSF auditor?
No. Trust by Veela keeps the source record and prepares the handoff, so your accountant and auditor do less assembly. It does not prepare or lodge tax returns, perform an audit, or replace their professional judgement.
Does Veela value my assets?
No. Veela assembles evidence and can compute a proposed value from a named source and method. The trustee reviews it and adopts the value by resolution. The receipt stays attached to the number.
Do I need to connect my bank?
No. Uploading financial statements, bank statements, broker or holding statements, manager statements and appraisal reports remains a complete workflow. If your deployment has Basiq enabled, you can separately grant consent for read-only bank data and manage or withdraw it without making onboarding depend on the connection. Basiq balances remain indicative observations; retain and check the relevant statement before adopting a value.
Can I use it with individual trustees?
Yes. Trust by Veela supports a corporate trustee or individual trustees. In the individual-trustee case, the trust is its own workspace and the trustees sign resolutions through personal signing links.
Why is it billed annually?
The central workflow is annual. The subscription is A$149 per year for a discretionary or unit trust, or A$299 per year for an SMSF, ex GST. Ask Veela has a monthly included allowance on that annual plan, and you can set a hard usage cap.
Can a trustee decision be pulled back once it's circulating?
Right up until it passes, yes. The proposer can withdraw a circulating trustee decision, and the withdrawal is minuted with its stated reason — never silently erased. Any signatures already collected stay on the record but bind nobody. Withdrawing a valuation-adoption resolution unlocks that round for revision, so an unfinishable circulation never bricks the annual round.
Start with the trust you already run
Upload the deed and last year's financial statements. Confirm the opening record, invite your advisers, and let the next annual round begin from there.