01 · AUD · USD · EURLive
Cash accounts
Operating and reserve accounts for the entity, with receiving details, statements and receipts against each one.
Home ofyour Super.
Where your self-managed fund lives, with the company and trust around it. Cash, holdings and digital assets in one live view. Your adviser and accountant inside.
The quarterly statement
Most trustees see their SMSF once a quarter. In a statement. After the fact.
Cash at one institution. Shares at another. Digital assets on an exchange. The entity's records in a spreadsheet, the documents in email, and the accountant somewhere else again. None of it talks to the rest.
Five places · a snapshot each · none of them live
One entity · the whole position · as it stands
IDEALXSMSF
One fund · one login
$1,284,460.20
Live · as of now
One home.
One door.
Every room.
One place for your SMSF.
Then the company and trust around it. Then the rest of your money.
Everything the entity holds, side by side.
Cash, listed markets, digital assets and yield are all read against the same entity, in native currency and in AUD. Nothing sits in a separate system you have to reconcile later.
02 · One-off · RecurringLive
Payments
Verified recipients, scheduled payouts with reminders and retries, and a Standing Order Authority the client can check by QR.
03 · ASX · InternationalLive
Shares
Australian and international shares with current pricing, historical charts, instrument data and the news that moves them.
04 · The large issuersLive
ETFs
Diversified index and thematic funds, followed on watchlists and valued in native currency and in the entity's own.
05 · Receive · Hold · SendLive
Digital assets
A wallet that belongs to the entity: network-specific deposit details, saved recipients and every movement traced in plain language.
06 · Fixed termLive
Yield
Fixed-term positions with the currency, duration, rate and minimum stated up front, followed from commitment to maturity.
07 · Built by firmsWith your adviser
Models
Named portfolios your adviser builds with target weights, risk characteristics and fees, which you review and request in the app.
Every market product is offered by a partner or a licensed firm. IDEALX runs the record; it does not issue any of it.
Explore the PortalOne home, many rooms
SMSF. Company. Trust.
Every self-managed fund sits inside a small family of structures: a corporate trustee, often a family trust or an investment company beside it. They all run on the same record and the same login, and the rest of your money is being built into the same home.
01
SMSF · first
See the whole fund, live. Decide what it holds.
A trustee or adviser onboards the fund, sees cash, holdings and digital assets as one position, and reads it in the fund's own currency. Where an adviser is involved, the instruction and the answer sit against the account, not in an email thread nobody can find later.
SMSF · Fund
$1,284,460.20
Live · updated 2 seconds ago
- Cash & operating36%
- Shares and ETFs24%
- Digital assets22%
- Yield positions18%
02
Company · the trustee
Your company's money, behind the same door.
The corporate trustee, or any company you run: operating and reserve accounts in AUD, USD and EUR, verified recipients, one-off and recurring payments, and statements the accountant can use as they are. Same record, same app, same login.
Company · Treasury
A$428,240.18
Total cash · AUD equivalent
AUD operating
A$321,705.78
AUD reserve
A$106,534.40
USD account
US$0.00
RERentFriday · recurring−A$4,800.00
PaySchedule
03
Trust · the family
The family trust, held to the same standard.
A discretionary or unit trust onboards like the fund: trustee, beneficiaries and documents in one application, then its cash, holdings and digital assets read as one position. Distributions and payments run through the same verified recipients.
Trust · Family
A$612,940.00
Total position · AUD equivalent
- Cash & operatingA$148,200.00
- Shares and ETFsA$402,740.00
- Digital assetsA$62,000.00
DistributeStatements
The research layer
Atlas
Every platform will have AI. Ours explains.
Not a recommendation engine. Atlas reads the entity's portfolio across six dimensions and turns it into plain-language observations: how concentrated it is, how liquid, what changed since last time and which questions are worth taking to your adviser next.
“How concentrated is this fund in one sector?”
“What changed in the position since the last reading?”
“How much of this could be turned to cash this week?”
General information, never personal advice. Your adviser is one message away, inside the platform.
Built the other way around
Built for the member first. Then the adviser.
The existing platforms were record-keeping systems for advisers, with a view for the owner added afterward. This one starts with the person whose money it is, and gives every firm around them the same record to work from.
- 01
Live, not quarterly
Balances, holdings, valuations and digital-asset movements as they happen, not as a reconstruction of what happened.
- 02
Your adviser, inside
Adviser, accountant and administrator work in the same record, each with the key you gave them and nothing more.
- 03
Controls you can read
Approvals before money moves, duplicate payments stopped, and every status in plain words rather than provider jargon.
- 04
Held by custodians and partners, not by us
Cash sits with Australian ADIs and payment partners. Listed assets and digital assets are held through licensed custodians and partners. We run the record, reconciled against them daily.
For advisers, accountants and administrators
Your client book, inside the client's record.
Console is where a professional firm works: the same entity the client sees, within exactly the authority the client has granted. Nothing is copied out to a spreadsheet, and nothing moves without the client.
01
Onboard
Start an application for a client, or send a branded join link, and let each participant verify themselves
02
Understand
Balances, activity, documents and assigned relationships across every client entity, in one book
03
Prepare
Set up recurring payments and strategy baskets for the client to authorise, with a granted ledger authority where they choose
04
Report
The same statements and activity views the client sees, so the conversation starts from one set of numbers
Financial advisersAccountantsSMSF administratorsAuditorsFund managersClient onboardingLedger authorityPayment schedulesStatementsAgent X for firmsFinancial advisersAccountantsSMSF administratorsAuditorsFund managersClient onboardingLedger authorityPayment schedulesStatementsAgent X for firms
Firms use Console under the Console Services Agreement. Clients appoint a firm and set its authority through the Client Authorities.
Onboarding a fund
One onboarding. Then the door stays open.
01
Start
Choose the entity, an SMSF, a company or a trust, and the path in. Your adviser or accountant can start it for you, or send you a branded link.
02
Build
Add the fund or company details and its documents. Save and come back; the application waits for you.
03
Verify
Each member, trustee or director is invited to complete their own identity check, on their own device.
04
Activate
Accounts, access and services switch on, and the whole position appears, as it stands.
Who it is for
Three readers. One place.
A trustee, an adviser and a company director each need to hear something different. Here it is, plainly.
SMSF first. Company and trust beside it.2026 →
01Trustees and members
See the whole fund whenever you want, cash and digital assets included, not once a quarter. And one sentence to take to your adviser: ask about IDEALX.
02Advisers, accountants and administrators
One record for the whole client book, live reporting your current platform cannot match, and a Console where the client grants you exactly the authority you need.
03Directors and trustees
Treasury, payments and recipients for the company or the family trust on the same login as the fund, with statements your accountant can use as they arrive.
What is IDEALX?
IDEALX is where a self-managed super fund (SMSF) lives, with the company and trust around it. Cash, holdings and digital assets sit in one live view, and the adviser and accountant work inside the same record.
Is IDEALX a super fund?
No. IDEALX does not operate a superannuation fund and does not provide superannuation products. It serves self-managed funds whose trustees make their own decisions.
Who holds the money and assets on IDEALX?
IDEALX runs the record; it does not issue the investment products shown. Cash sits with Australian ADIs and payment partners, listed and digital assets are held through licensed custodians and partners, and the IDEALX record is reconciled against them daily.
Is IDEALX licensed?
IDEALX is a brand of Idealx Platform Pty Ltd (ABN 83 694 912 126), a Corporate Authorised Representative of Idealx Securities Limited (AFSL 531729). Digital asset services are provided by Idealx Digital Assets Pty Ltd, a digital currency exchange provider registered with AUSTRAC. The details are in the IDEALX Financial Services Guide.
Can IDEALX hold my company and family trust as well as my SMSF?
Yes. Beside the SMSF, IDEALX holds the corporate trustee or any company you run, and a discretionary or unit trust, on the same record and the same login.
How do I set up an SMSF on IDEALX?
Onboarding with IDEALX is one application: choose the entity, add its details and documents, then each member, trustee or director completes their own identity check on their own device. Your adviser or accountant can start it for you, or send you a branded link.
Open the door
One place for your SMSF.
Onboarding takes one application: the fund, company or trust, its people and its documents. Your adviser or accountant can start it for you. Not ready yet? Leave your email and we will write when there is something to say.