OUR AUDIT SERVICES
Thorough. Practical.
Filed on time.
We provide an engaged trust audit service — from the initial assessment, interim audit review through to final lodgement with the relevant regulatory authority. Every step is handled by a specialist who knows real estate.
Years real estate
experience
15+
States covered —
QLD, NSW, VIC
3
Certified Practising
Accountant
CPA
Lodgement
handled end-to-end
OFT
WHAT’S INCLUDED
Complete audit coverage, start to finish.
Independent Audit Report, Lodged
We prepare a complete, independent audit report and lodge it with the relevant regulatory authority on your behalf. No chasing, no missed deadlines.
Full Trust Account Compliance Review
A comprehensive review of your sales and rental trust accounts — receipts, payments, reconciliations, and the internal controls supporting them.
Detailed Audit Testing
In-depth testing of receipts, payments, and reconciliations. Not a surface-level tick — a thorough examination that gives you real confidence in your accounts.
Compliance Gap Identification
Where gaps exist in your trust accounting procedures, we identify them clearly — and provide practical guidance on how to close them before they become issues.
Ongoing Obligations Support
Practical, real-world guidance on meeting your trust accounting obligations — not just audit findings to file away.
Regulatory Query Support
If the OFT or another regulatory body follows up, we're available to assist your agency in responding — calmly and accurately.
We don't complete the audit and disappear. Throughout the process, we work alongside your team — reviewing procedures, identifying areas for improvement, and providing recommendations that are actually practical for a busy real estate office.
Over time, this approach means each annual audit runs more smoothly than the last.
WORKING WITH YOUR TEAM
More than a report.
A working partnership.
"We work alongside you to ensure your trust accounting processes are clear, compliant, and getting better year-on-year."
HOW WE WORK
No surprises. By design.
Our process is structured to be transparent, low-disruption, and thorough. Every audit engagement follows the same three-stage approach.
01
Upfront knowledge — we start by understanding you.
With every new client relationship, we take the time to review your trust accounting history — your processes, internal controls, and your team's current understanding of the requirements. The audit is better when we start informed, not blind.
02
Planned, clear, and low-disruption.
Audit dates are agreed with you upfront. We guide you on exactly what preparation is needed. Our visits are designed to identify and flag issues early — so they can be addressed before the final report, not discovered in it.
03
Clean lodgement — findings discussed, report filed.
Our final audit is exhaustive. Any findings are discussed with you directly before lodgement. On the basis of a well-managed trust account and our recommendations implemented, there should be no surprises with the regulatory authority.
General accountants can complete a trust account audit. But they often don't understand the context — the CRM platforms your team uses, the settlement cycle your trust account runs on, or the specific requirements for each state.
That context matters.
It changes what we look for, how we interpret what we find, and the quality of guidance we're able to give you.
THE SPECIALIST ADVANTAGE