Establish the group
Confirm the client, entities and financial year before the preparation starts. Keep each entity distinct while retaining the group context.
FediPilot / Client groups
Prepare the group, not isolated files.
Keep companies, trusts, individuals and the SMSF in one preparation context. Follow the relationships as well as the figures.
FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training.
Synthetic source document from the existing Callenbrook demonstration.
How the work moves.
Complex clients rarely fit in one return. A distribution in the trust becomes an entitlement somewhere else. A loan has two sides. FediPilot brings that connected work into the preparation process.
Read the source documents
Work from the bank records, deeds, financial reports and supporting schedules available for each entity. Missing evidence remains a question to resolve.
Prepare across entities
Organise the working papers and examine distributions, beneficiary entitlements and inter-entity balances together.
Review the group position
Bring the work back to the accountant with the source evidence and outstanding exceptions. Resolve those exceptions before relying on the result.
Where it fits
Built around accountant work.
Use the AI for preparation and retain your professional judgement. Supported capabilities vary by release and integration.
- Family groups and related entities
- Trust distributions and beneficiaries
- Operating and investment companies
- Individuals with business and investment interests
- SMSF documents within the group context
Keep the work connected.
FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training. No independent FediPilot subscription. Final review and submission remain accountant-controlled.