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Professional Services

Trust Account Audit Services Across Australia

AuditsPro provides trust account audit services across Australia for real estate agents, conveyancers, accountants, solicitors, and other professionals who need records checked and clear reports prepared. You get fixed fees, secure online documents, NSW trust account audit support, prompt replies and typical 5-10 day turnaround.

5-10 day turnaround
Fixed fees, no surprises
Qualified trust account auditors
Australian audit support
State-aware reports
AuditsPro platform overview discussion for Australian trust account audit services

Trust account audit guide

What is a trust account audit?

A trust account audit is an independent review of money held for clients or other people. The auditor checks records such as bank statements, reconciliations, receipts, payments, and ledgers, then prepares a report for the business, regulator, or professional body that requires it.

Who needs one?

Real estate agents, conveyancers, solicitors, accountants, business brokers, mortgage brokers, and other professionals may need a trust account audit if they hold trust money.

View profession pages

Who can audit trust records?

The auditor usually needs to be qualified, independent, and accepted under the rules for your profession and state. The exact rule changes by industry.

Find NSW estate agent auditor support

What documents are needed?

Common records include trust account bank statements, monthly reconciliations, client ledgers, receipts, payments, and previous audit notes.

Open the checklist

When is it due?

Trust account audit due dates depend on your profession and state. NSW real estate agents usually work around the 1 July to 30 June audit year and 30 September deadline.

Check NSW due dates
Why AuditsPro

Why Australian Professionals Use
AuditsPro

A trust account audit should be easy to understand. We keep the scope, documents, fees, and next steps clear for trust account audit services across Australia.

Fast turnaround

Most audits finish in 5-10 business days

We reply quickly, confirm what we need, and keep the audit moving. Most audits are completed in 5-10 business days after we receive the records.

Quick first reply
Clear document list
Priority help when available
Updates during the audit

Fixed fees

Know the price before the audit starts

Pricing starts from $549 + GST for most standard audits. We explain the scope upfront, so you know what is included before work begins.

Starting from $549 + GST
No surprise add-ons
Scope confirmed upfront
Volume discounts available

State-aware work

Audit steps matched to your state and profession

Trust account rules change by profession and state. We review your records with the relevant requirements in mind and explain the next step clearly.

NSW, VIC, QLD, WA, SA, TAS, ACT and NT
Profession-specific audit checks
Plain English next steps
Clear report structure

Qualified auditors

Experienced people reviewing your records

Your audit is handled by qualified auditors who understand trust account records, reconciliations, client money, and regulator reporting.

IPA qualified team
Trust account experience
Multi-state knowledge
Practical audit questions

Real support

Help from people, not a confusing portal

If something is missing or unclear, we tell you what is needed. You can ask questions and get a practical answer during the audit.

Plain document requests
Practical replies
Help during upload
Clear handover at the end

Clear reports

Understand the result and what to do next

The final report is written so you can understand the outcome. Where a next step is needed, we make it clear instead of hiding it in jargon.

Simple findings
Useful recommendations
Digital report copy
Record-keeping support

Audit support without the confusion

Send the records online, ask questions when needed, and receive a clear report when the audit is done.

Choose Your Service

Trust Account Audit Services for
Australian Professionals

Start with the page that matches your work. Each service explains what we review, the usual price, and how the trust account audit services apply to your profession. You can also check pricing before you start.

Clear pricing
5-10 day turnaround
State-aware reports

Real Estate Agents

Real estate trust account audit support for agencies that hold rent, sales deposits, or other client money. We check records, reconciliations, and state reporting steps.

Annual trust account review
Client money checks
Bank reconciliation review
State reporting guidance
$549 + GST
5-10 business daysState-aware
View audit details

Conveyancers

Audit support for conveyancers who receive or hold client money during property matters. We help you prepare the records and understand the report.

Settlement money review
Client ledger checks
Record-keeping review
State requirement guidance
$549 + GST
5-10 business daysState-aware
View audit details

Solicitors

Legal trust account auditor support for solicitors and law practices. We review client money records, trust account activity, and the documents needed for reporting.

Client money review
Law practice records
Trust account activity checks
External examiner support
$1,949 + GST
7-12 business daysState-aware
* Controlled money accounts scoped separately
View audit details

Accountants

Audit support for accountants and accounting firms that manage client money. We review the trust account records and explain any gaps clearly.

Client fund checks
Trust account review
Professional standards focus
Clear audit report
$549 + GST
5-10 business daysState-aware
View audit details

SMSF Trustees

Audit support for SMSF trustees and self-managed super funds where trust account records need review. We help confirm the documents and next steps.

Trustee record review
Member fund checks
Document list support
Clear findings
$549 + GST
5-10 business daysState-aware
View audit details

Business Brokers

Audit support for business brokers and commercial agents who hold deposits or settlement money for clients.

Client deposit review
Settlement money checks
Transaction record review
Practical next steps
$549 + GST
5-10 business daysState-aware
View audit details
Other Audit Services

Other Audit Services

Some businesses need a different audit scope. These services are quoted based on the records and reporting needs.

Dormant Trust Account Audit

A fixed-fee review for trust accounts with no transactions, no trust money, and a zero balance for the whole audit period.

$149 + GST
View details
AFS License Holder Audit

Audit support for Australian Financial Services licence holders with more complex records.

Body Corporate & Strata Audits

Audit support for body corporate, strata, and owners corporation records.

Charities & ACNC Entities

Audit support for charities and ACNC entities that need clear financial reporting.

Need Multiple Audits or State Pricing?

If you manage more than one trust account, or operate in more than one state, we can confirm the right scope before you start. Start with our real estate audits page, conveyancer services page, or legal profession audits page. We can help with pricing and state-aware reporting across NSW, VIC, QLD, WA, SA, TAS, ACT, and NT.

All Australian states covered
Volume Discounts Available
IPA qualified auditors
Audit Process

How the Trust Account Audit Works

From document upload to final report, most audits take 5-10 business days after we receive the required records. See the main audit process and click any step for details.

Mini Map

Audit steps

Click a step to see what happens.

Fixed fees
No Hidden Fees
IPA qualified auditors
All states covered

Ready to Start Your Trust Account Audit?

We can help you move from document review to final reporting. Start with our real estate audits page, conveyancer services page, or legal profession audits page.

Frequently Asked Questions

Clear answers about our trust account audit services including documents, fees, and timelines. You can also view pricing or our solicitor audits and accountant audit services.

AuditsPro team discussing trust account audit questions with clients

What is a trust account audit?

A trust account audit is an independent review of money held on behalf of clients or other people. The auditor checks the records, reconciliations, ledgers, receipts, payments, and supporting documents, then prepares a report.

What are trust account audit services?

Trust account audit services include checking trust account records, bank statements, reconciliations, client ledgers, receipts, payments, and supporting documents. The service helps confirm whether the records are ready for the relevant profession and state reporting requirements.

Who needs a trust account audit in Australia?

A trust account audit may be needed when a business or professional holds client money. This can include real estate agents, conveyancers, solicitors, accountants, SMSF trustees, and business brokers. The rule depends on your profession, state, licence type, and whether trust money was held during the audit period.

Who can audit trust account records?

Trust account records normally need to be audited by a qualified and independent auditor who meets the rules for the relevant profession and state. For example, real estate, conveyancing, and solicitor audits can each have different requirements.

Who can audit trust account records in NSW?

In NSW, the answer depends on the profession. Real estate trust account audits, conveyancer trust account audits, and solicitor trust account audits each have their own requirements. We confirm the correct pathway before the audit starts.

What is included in a trust account audit?

We review the trust account records, bank statements, reconciliations, client ledgers, and other documents that apply to your audit. The final report explains the findings and any next steps in clear language.

How long does the trust account audit process take?

Most audits are completed within 5-10 business days after we receive all required documents. Larger files, missing records, or solicitor trust account audits can take longer.

What documentation do I need to provide for my audit?

Common documents include trust account bank statements, monthly reconciliations, client ledgers, deposit records, and related correspondence. We send a checklist so you know what to prepare.

How do your trust account audits align with regulatory requirements?

We match the audit work to your profession and state. For example, a real estate agency, solicitor, conveyancer, and accountant may each have different records and reporting steps.

What are your trust account audit fees?

Pricing starts from $549 + GST for many standard audits. Solicitor trust account audits start from $1,949 + GST per trust account. We confirm the fee before the audit starts.

How do I request a trust account audit quote?

Send your profession, state or territory, audit period, number of trust accounts, approximate transaction volume, software used, and deadline. We confirm scope and provide a fixed-fee proposal before work begins.

Why is AuditsPro pricing more efficient than some audit firms?

AuditsPro uses a secure online portal, structured document checklists, digital workpapers, and state-aware workflows to reduce administration and repeated follow-up. Pricing reflects technology-enabled efficiency, not offshore client services or reduced audit care.

Are client services and audit document handling onshore?

Yes. Client services, audit coordination, and client portal data management are handled in Australia. Client portal audit documents are managed on Australian AWS infrastructure, including the Sydney region.

How can I verify AuditsPro?

AuditsPro operates as AUDITSPRO PTY LTD, ABN 40 660 169 844. You can verify the ABN, GST status, entity type, and public business details through the Australian Government's ABN Lookup service.

Do you provide ongoing audit support?

Yes. If a document is missing or a finding needs explanation, we help you understand what is needed and what happens next.

Ready to Plan Your Audit?

Check the pricing first, or send us your details and we will help you confirm the right audit scope.
Dormant audits from $149 + GST
5-10 business day turnaround
State-aware audit reports