Trust Accounting
Your trust accounts are the lifeblood of your agency. Our commitment: more efficient and accurate trust accounting than most in-house accountants can achieve — at a fraction of the price, with no key-person risk.
Property Management Trust
Daily Receipting & Reconciliations
Executed early each morning, with reports sent to property managers highlighting anything that needs resolving — before it becomes a problem.
Invoice Processing
Invoices cleared daily with a degree of accuracy most agencies can’t achieve in-house. Water usage and pool chemicals included.
Bond Reconciliations
Complex reconciliations handled with ease — amounts held with the bond board matched to amounts recorded in Trust, issues raised for quick resolution.
EOM & Mid-Month Processing
Payouts to owners, creditors and the agency at mid-month and end of month, with ad-hoc payments processed whenever required.
Sales Trust
Daily Receipting & Reconciliations
Funds correctly receipted and reconciled every day — no surprises at settlement.
Invoice Processing
Cleared daily, checked twice. Accuracy is the whole point.
Daily Reporting
Incoming and outgoing funds reported to you daily, so you’re always in control.
Settlements
Settlements and payouts handled on your behalf, with payment files uploaded to your financial institution for authorisation.
Bookkeeping, compliance and migrations — covered as part of the same service
Bookkeeping
Real estate bookkeeping with an eye for detail — best-practice accounting built around how your agency actually operates.
Compliance & Pre-Audit
Know your accounts will pass audit before the auditor arrives. We check configuration, reconstruct accounts and resolve issues.
Software Migrations
Changing platforms? We manage the migration end to end, with trust account integrity verified at every step.
Trust accounting support in your jurisdiction
We work with agencies across Australia and New Zealand. Choose yours for local compliance detail — the bond authority, the audit year and what your regulator expects.
Find out what outsourcing would cost your agency.
Two minutes. No obligation. A clear estimate based on your portfolio and software.