Understanding client entity types
When you create a client, you select an entity type that reflects how they are structured — as an individual, a company, a family, and so on. The entity type determines which relationship options are available for their contacts and how many contacts can be linked.
Entity types
Individual
A single person managing their own finances.
- Maximum contacts: 1
- Available relationships: Self, Spouse, Partner, Power of Attorney, Other
- The contact's name is pre-filled from the client name automatically
Sole Trader
A person running a business in their own name.
- Maximum contacts: 1
- Available relationships: Self, Business Partner, Power of Attorney, Other
- The contact's name is pre-filled from the client name automatically
Company
A company or corporate entity.
- Maximum contacts: 20
- Available relationships: Director, Business Partner, Trustee, Power of Attorney, Other
- Additional profile fields: Primary Industry, Company Size
Family
A family group managed as a single client.
- Maximum contacts: 20
- Available relationships: Spouse, Partner, Child, Parent, Sibling, Other
Trust
A trust structure with trustees and beneficiaries.
- Maximum contacts: 20
- Available relationships: Trustee, Beneficiary, Power of Attorney, Other
Choosing the right type
If your client is…Use this entity type
A person with personal finances
Individual
A person trading under their own name
Sole Trader
A Pty Ltd or other company structure
Company
Multiple family members managed together
Family
A discretionary, unit, or other trust
Trust
The entity type can be changed after creation by editing the client — however, changing it may affect the available relationship types for existing linked contacts.