The Entity Map is the visual editor for your household’s relationship graph. Trusts, companies, SMSFs, and partnerships sit at the top; the people in your household sit on the left; the assets they hold connect them. Anything you change on the map flows back into Fact Find and your wealth records on the next save — there is no separate “map data”.
What you can do
| Action | How |
|---|---|
| Assign an asset to a structure | Drag an unassigned asset card onto a trust, SMSF, company, or partnership. The asset moves inside the structure card and gets a taxStructureId set in Rask. |
| Unassign an asset | Hover the asset row inside a structure card and click the × . Confirm the prompt — the asset returns to your personal tier. |
| Add a person to a structure | Drag a person from the People dock onto a structure card. The role picker opens — choose trustee / beneficiary / director / shareholder / member / etc. (the list adapts to the structure type). Optionally add an ownership %. |
| Remove a role | Click the role edge between a person and a structure, then press Backspace. The role ends today; older roles are kept in your history. |
| Suggest standard roles | Click Suggest roles (top right). Rask proposes the default roles for each structure based on your Fact Find — review the list, then confirm to apply. Re-running is safe; nothing is duplicated. |
| Save your layout | Drag any node to where you want it. The layout saves automatically and reloads next time. Click Reset layout if you want the auto-arranged view back. |
What appears on the map
- Top tier — your structures: family trusts, unit trusts, SMSFs, companies, partnerships. Super funds appear at the top tier too because they are legally separate trust entities.
- Inside a structure card — every asset Rask currently associates with that structure. The card shows a running net total (assets minus liabilities held in the structure).
- People dock (bottom-left) — the household roster: you, your partner (if you’ve marked yourself as a couple in Fact Find), your dependents, and any free-form people you’ve added (external trustees, non-household beneficiaries, etc.).
- Bottom tier — assets that aren’t legally held by any structure (“personal” assets).
Where the data goes
Everything you do on the map writes through the same APIs that Fact Find writes through. Concretely:
- Assigning an asset to a structure sets the asset’s
taxStructureIdand triggers Rask’s recompute. You can also see it in the List view and on the entity detail page. - Adding a role creates a row that Fact Find renders in your Household section under “Roles in your structures”. Editing happens on the map, not in Fact Find — this keeps your fact-find form simple.
- Removing a role soft-ends the role today; the historical record is preserved for compliance.
Privacy
The map only shows display names and roles. Dates of birth, tax file numbers, and other sensitive identifiers never leave Rask’s secure surfaces just to render the canvas.
When to use it vs fact find
- Fact Find is your entry point: who’s in your household, what assets and liabilities you have, what structures you own.
- The map is where you arrange those pieces visually and assert relationships (who is a beneficiary of which trust, which company is held by which person).
If you don’t have any structures yet, add them first via Add entity or by completing the Household section of Fact Find. The map will populate from there.