ATO and ASIC reports

Every obligation met, every time.

Tax statements, ATO reporting and ASIC notifications, generated automatically and always ready.

Nothing left to chance, nothing left to lodge late.

Every reporting obligation your fund or company carries, handled in one system, current and audit-ready.

Every tax statement, generated and delivered automatically.

Allocate tax components the way your business requires, then generate and send every statement with a click. Investors receive accurate, audit-ready statements without manual preparation.

  • Standard Distribution Statement (SDS) and AMMA formats
  • Allocation by cash received, closing units or period held
  • Component allocation to specific unit holders
  • One-click generation for the full investor base
  • Email direct to investors or download as PDF for post

Every ATO obligation met, every quarter.

ATO reporting is built into the platform, current with the latest specifications and ready to lodge. Tax declarations are captured and stored as they come in, not chased down at reporting time.

  • Quarterly Tax File Number (QTFN) reports
  • Annual Investment Income Reports (AIIR)
  • Systematic capture and storage of investor tax declarations for FATCA and CRS
  • Reports current with the latest ATO specifications
  • Generated with a click and designed for direct lodgement into the ATO Business Portal

Every ASIC lodgement, flagged before it's due.

The platform tracks what needs to be lodged with ASIC and tells you every week. Connected directly to BGL CAS 360, annual reviews and form lodgements run through CAS 360’s automated process.

  • Weekly notification of information due for ASIC lodgement
  • BGL CAS 360 integration for automated annual review and lodgement of ASIC forms

Investor app

Your investors.
Your brand.

Put your investors’ holdings directly in their hands. A branded, bank-grade app that keeps your investors informed, engaged and connected.

Securely delivered. Completely yours.

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Every part of the investor lifecycle, connected in one system.

Registry Direct manages more than 220,000 investors across 1,500+ funds and companies.

ISO Certified

Certified to ISO 27001, the international standard for information security management.

GS007 Audited

Independently assessed under GS007, the Australian standard for organisations providing investment management services.

Bank-grade Security

The same security standards trusted by financial institutions, protecting your data and your investors' at every layer.

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Build your business on Registry Direct.

We're here to guide you every step of the way. No obligation, no pressure.

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