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Registered AuditorsFrom $549 + GSTInitial response within 24 hours (Mon–Fri)

Professional Trust Account Auditing for Australian Businesses

  • Easy to follow: Friendly, qualified experts guide you through our online audit workflow and secure client portal, making the process simple for your team.
  • Transparent Pricing: Fixed fee from $549 + GST with no hidden costs.
  • Specialised: Real estate, conveyancing, legal, and financial trust accounts.
  • Fast Turnaround: Prompt replies for new enquiries.

Use our document checklist to prepare.

Trust Account Auditors Fixed Price Data stored in Australia
Auditing all states:
NSWVICQLDWASATASACTNT
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Professional trust account auditing demonstration
Professional audit workspace with modern technology
Built for professional trust account audits

Fully Online Trust Account Auditing Service

A secure client portal, digital workpapers, and validation checks help our auditors handle the detail behind the scenes so your team has less back-and-forth, less admin, and a simpler audit process.

Secure Australian-hosted client portal used by our in-house audit team.

Digital audit workpapers

Structured digital checklists and templates help our audit team review trust account records consistently across state requirements.

Validation checks

Automated validation checks help our auditors handle detail in the background and reconcile records faster while preserving professional judgement.

Clear audit progress tracking

We track requests, sample selections, follow-ups, and reconciliations in one organised workflow.

Secure client portal and e-signatures

Engagement letters, secure document exchange, and final audit paperwork can all be handled online through our secure client portal.

Portal requests and secure document exchange

Receive information requests and respond securely in one place instead of juggling long email threads.

Secure online document storage

Australian-hosted document storage keeps audit files organised with controlled access and version history.

Technology We Work With

We work with the systems your team already uses

Our audit team can work from exported reports, uploaded records, and read-only access where appropriate. These are some of the common accounting, property, and legal systems we regularly work alongside.

XeroMYOBQuickBooksPropertyMeProperty TreeConsoleLEAPSmokeball

Ready to start your trust account audit online?

Use our secure online portal to receive your digital checklist, upload records, and keep your audit moving with less admin and fewer follow-up emails or calls.

Our portal and digital tools support efficiency and documentation, but every audit is completed using professional judgement and the applicable regulatory requirements. Where system access is used, it is read-only and limited to the minimum scope needed for audit evidence. Primary data is stored in Australia (ap-southeast-2); CDN edge caching may serve non-sensitive assets globally.

Diverse group of professionals collaborating on trust account audits

Who We Help & Where We Operate

Specialised audit solutions for regulated professionals across Australia. We combine deep industry expertise with a seamless online workflow.

Coverage & Speed

100%
Remote audit
24h
Initial response
Simple online workflow with secure portal communication; no office visits
Remote engagements available. Contact us online
Dedicated support from our audit team
Secure client portal for audit requests and document exchange
Initial response within 24 hours (Mon–Fri)
Fixed fee proposal before commencement
Multi-user access for teams (Coming Soon)
HTTPS (SSL/TLS) enforced

Easier Process

Digital checklist
Simple preparation with less back-and-forth
Qualified auditors
Specialised trust account auditors with industry expertise
5–10 business days
Most standard audits complete within this timeframe
Enterprise-grade security
Encrypted portal for secure document exchange
Dedicated auditor
Direct expert contact throughout your engagement
Our Advantages
Transparent costs with no hidden charges or surprises
Qualified Auditors
High caliber qualified auditors, IPA Practice Qualified
Online Audit Workflow
100% online audit workflow saves you time and money
Regulatory framework
NSW Fair Trading: Real estate agents must comply with Property, Stock and Business Agents Act 2002 (Sections 111 & 113).
Consumer Affairs Victoria: State-based licensing and trust account compliance for real estate and related industries.
Legal Services Boards: Solicitors must comply with Legal Profession Uniform Law (NSW/VIC) for trust account audits.
Professional Accounting Bodies: CPA Australia and IPA require trust account audits per APS 10 standards for members holding client funds.
Key compliance deadlines
31
Solicitors (NSW/VIC): 31 May annually under Legal Profession Uniform Law.
View full requirements →
31
Real Estate (NSW): 31 December annually per Property, Stock and Business Agents Act 2002.
View full requirements →
30
Real Estate (Other States): 30 September or within 3 months of audit period end (state-dependent).
View pricing →
31
Accountants (CPA/IPA): 31 March annually, with 90-day grace period per APS 10.
View full requirements →
Note: Deadlines vary by state and regulator. Always confirm your specific obligations with your regulatory authority.

See if we cover your organisation

Fixed pricing from $549 + GST. 24-hour response from experienced trust account auditors. No hidden charges.

Start Audit

Professional Qualifications & Trust

Independent assurance on trust account compliance, with transparent reporting and documented methodology.

Secure digital environment showcasing cybersecurity and compliance
Credentials & memberships
Specialised Trust Account Auditors
Independence and objectivity upheld
Professional practice standards adhered to
Secure, encrypted document portal
HTTPS (SSL/TLS) enforced
Encryption in transit and at rest

Note: We may reference professional frameworks for alignment; no regulator endorsements implied. Formal security certifications, if obtained, will be explicitly stated. Primary data stored in Australia; CDN edge caching may serve non-sensitive assets globally.

Why choose us
Independent trust account report
Audit/examination report per state-specific trust account rules
Documented methodology
Consistent procedures aligned to applicable regulations
Transparent reporting
Clear findings with practical remediation guidance
SSL/TLS security
HTTPS enforced; data encrypted in transit and at rest
Australian data residency
Primary data stored in Australian AWS region (ap-southeast-2)
What to expect
Prompt replies
Initial contact and proposal within one business day
Direct auditor contact
Work directly with a senior auditor throughout your engagement
Clear timetable
Agreed scope, sample selection, and timeline before fieldwork
Fixed price certainty
All-inclusive quote provided upfront with no hidden costs

How It Works

A simple, transparent audit process with less back-and-forth for your team

Request a quote

Submit your details online. You’ll receive an initial response within 24 hours (Mon–Fri) with a fixed-fee proposal.

Receive your checklist

Access your digital checklist and secure client portal to prepare the required documentation.

Upload documents

Upload trust account records through our secure online portal for streamlined document exchange.

We conduct the audit

Our specialised trust account auditors handle the detailed review and compliance checks behind the scenes. Most standard audits complete within 5–10 business days.

Receive your report

Download your audit report and any required regulatory submissions.

Step-by-step workflow diagram showing audit process

Need Expert Guidance?

Contact our professional audit team for personalized assistance and expert advice.
Professional support team
Free consultation available
Australia-wide service
Frequently Asked Questions

Answers for trust account audits

Practical answers about audits, access, data handling, and timelines. Always guided by professional judgement.

Professional consultation scene

An independent examination of your trust account records to confirm compliance with the rules that apply to your profession and state. We assess systems, reconciliations, and selected transactions and issue a report suitable for regulators.

Professionals who hold client money in trust, such as real estate agents, conveyancers, solicitors, and some accountants, typically require annual audits under state-based legislation or professional standards.

Bank statements for the audit period, trust ledgers and reports (reconciliations, trial balance, receipts and payments), and supporting documents for selected samples. Alternatively, grant read-only access inside your system to info@auditspro.com.au.

Access is consent-based and scoped to the minimum data required for audit evidence. Planned future connections include Xero, MYOB, QuickBooks, PropertyMe, Property Tree, Reapit PM (formerly Console Cloud), LEAP, Smokeball, and bank feeds (Basiq).

Most audits complete within 5–10 business days after we receive complete documentation or access and any clarifications needed during testing.

We document findings clearly and provide practical remediation guidance. Your auditor will explain implications and steps to address control gaps or process issues.

Transparent fixed-fee proposals are provided before commencement based on scope, volume, and complexity. Any additional work is agreed in writing.

Primary storage is in Australia (ap-southeast-2). Non‑sensitive static assets may be served via a global CDN; all access is encrypted over HTTPS.

Everything lives in the client portal: messages, requests, documents, and status. The unified workflow keeps preparation simple and helps auditors finish efficiently.

Still have questions?

Explore the checklist or contact us for a walkthrough.