ACT Real Estate Trust Account Audit for Australian Capital Territory Agents
ACT real estate trust account audits for licensed agents who need clear Access Canberra compliance support, practical audit guidance, and fixed pricing.
- Aligned with Access Canberra trust account requirements under the Agents Act 2003
- Prepared for ACT licensed real estate agents who held trust money during the financial year, or need a written exemption if they do not keep a trust account
- Agents who held trust money during the financial year must have their trust account records audited by a qualified auditor by 30 September
- Audit reports can be submitted to Access Canberra using the Agents Trust Account Audit form, with trust account and exemption notifications handled through the published Access Canberra contacts
- Pricing from $549 + GST per trust account
ACT estate agent trust account audit
ACT real estate trust account audit with Access Canberra timing in mind
ACT is its own pathway, not a copy of NSW or Victoria. Access Canberra guidance points licensed agents to the Agents Act 2003 framework, a trust account or written exemption position, the 1 July to 30 June audit period, 30 September audit timing where trust money was held, and the Agents Trust Account Audit form.
30 September audit timing
Access Canberra guidance says licensed agents who held trust money during the financial-year audit period must have their trust account records audited by a qualified auditor by 30 September.
Access Canberra form pathway
Audit reports can be submitted to Access Canberra using the Agents Trust Account Audit form. Account, licence, audit-period, and supporting record details should be prepared before the report step.
Exemption checks where no trust money is held
ACT licensed agents who do not receive or hold trust money and therefore do not have a trust account must apply for an exemption from keeping a trust account. Do not assume nil activity removes every action step.
Evidence before report
The review depends on complete bank statements, monthly reconciliations, ledgers, receipts, payments, account details, licence details, and clear explanations for unusual balances or gaps.
What to prepare for an ACT real estate trust account audit
Prepare complete bank statements for the audit period, monthly reconciliations, client ledger reports, receipts, payments, account opening or closure details, licence details, and any notes needed to explain unusual trust account activity. This page is a preparation guide only; current Access Canberra guidance should be checked before relying on an exemption, deadline, or form pathway.
Australian Capital Territory Real Estate Trust Account Audit
Guide to Australian Capital Territory real estate trust account audit requirements, deadlines, documents, and reporting steps under the Agents Act 2003.
Audit Period
1 July to 30 June
Due Date
30 September for licensed agents who held trust money during the financial year
Starting Price
$549 + GST
State audit pathway
What makes the ACT pathway different
ACT real estate trust account audits start by confirming whether the licensed agent keeps a trust account or holds a written exemption, then mapping audit reporting and Access Canberra notification obligations for the financial year.
Confirm trust account or exemption status
An agent that does not keep a trust account should confirm the written exemption position rather than simply skipping the annual process.
Prepare the 30 September audit pathway
Licensed agents that held trust money during the financial year should plan auditor review and report submission before 30 September.
Track account notifications
Opening, closing, and overdrawn trust account notifications should be checked against current Access Canberra instructions.
Audit Requirements
ACT licensed real estate agents must either keep a trust account or hold a written exemption from keeping one, and agents who held trust money during the financial year must complete an annual trust account audit:
No trust account kept
Licensed agents who do not receive or hold trust money and therefore do not have a trust account must apply for an exemption from keeping a trust account by emailing CITL@act.gov.au with the agent's licence number and the reasons for the request.
Qualified Auditors
ACT auditor wording
Access Canberra states that licensed agents who held trust money during an audit period (financial year) must have their trust account records audited by a qualified auditor by 30 September.
No Trust Money Held?
If you do not receive or hold trust money and do not have a trust account, Access Canberra says you must apply for an exemption from keeping a trust account by emailing CITL@act.gov.au with your licence number and reasons for the request.
Submission Info
Submission Method
Audit reports can be submitted to Access Canberra using the Agents Trust Account Audit form
Submitted By
Licensed agents who held trust money during the audit period must have their trust account records audited by a qualified auditor and ensure the audit report is submitted to Access Canberra
Key Details
- •Licensed agents can hold more than one trust account, such as separate accounts for sales and property management
- •Overdrawn trust accounts must be notified to Access Canberra within 5 business days after the agent becomes aware of the overdrawn balance
- •Notifications about overdrawn trust accounts can be sent to Agentcompliance@act.gov.au
Non-Compliance
Related AuditsPro guides
ACT trust account audit resources
Compare state audit deadlines
State-by-state due dates, lodgement pathways, and deadline differences for real estate trust account audits.
Real estate audit guide
What the audit covers, who needs one, what records are reviewed, and how the online audit process works.
Documents to prepare
Bank statements, reconciliations, ledgers, receipts, payments, and other records commonly requested by auditors.
Urgent real estate audit timing
Options when a real estate trust account audit deadline is close and timing depends on complete records, state rules, and auditor availability.
ACT audit checklist
Documents to prepare before confirming the ACT audit or exemption pathway.
Official resources
ACT audit resources and checklist
Keep the official regulator pages close while preparing the trust account audit records and lodgement details.
Why Australian Capital Territory Real Estate Agencies
Choose AuditsPro
Experience the difference with professional support designed specifically for Australian Capital Territory real estate agents and property management companies. We combine Australian Capital Territory real estate expertise, technology, and transparent processes to support your annual reporting and trust account review requirements.
Audit reports prepared with Australian Capital Territory requirements in mind
We prepare your trust account audit with reference to Access Canberra guidance and the Agents Act 2003 (ACT).
Qualified auditors experienced with Australian Capital Territory real estate trust accounts
Our team reviews Australian Capital Territory real estate trust account records, including property management records, sales deposits, reconciliations, and supporting documents for the audit report.
Transparent pricing from $549 + GST per trust account
We offer flat-fee pricing for Australian Capital Territory agencies starting at $549 + GST per trust account. Additional trust accounts and unusual scopes are confirmed before work starts.
Support for Australian Capital Territory Real Estate Agencies
We help Australian Capital Territory real estate agents and property management companies prepare annual trust account reporting with clear communication and Australian Capital Territory-specific audit support. Our approach is designed around Access Canberra guidance, the Agents Act 2003 (ACT), and current trust account reporting requirements.
Related Trust Account Auditing Services
Australian Capital Territory Real Estate Trust Account Audit Requirements
Australian Capital Territory requirements, deadlines, and reporting steps for licensed real estate agents. Our audit service helps you prepare annual trust account reporting with the relevant state requirements in mind.
Australian Capital Territory (ACT)
Access Canberra
Access Canberra
$549 + GST
Multiple trust accounts: $549 + GST each
30 September annual audit
Audit period (financial year): 1 July to 30 June
Agents Act 2003 (ACT)
Trust Account Provisions
Key Audit Requirements
- •Trust account or written exemption required
- •Annual audit by 30 September for agents holding trust money
- •Compliance with Agents Act 2003 (ACT)
- •Trust account notifications and audit reports lodged with Access Canberra
Note: Licensed agents must keep a trust account or hold a written exemption, and agents who held trust money during the financial year need an annual audit by a qualified auditor.
State-Specific Trust Account Audit Information
Get detailed information about trust account audit requirements, deadlines, and reporting steps for your state or territory.
Australian Capital Territory Service Areas
Providing professional real estate trust account audits across all regions of Australian Capital Territory. Our 100% online process means we can assist your agency wherever you are located.
Canberra Central
- Civic
- North Canberra
- South Canberra
- Woden Valley
Outer Canberra
- Belconnen
- Tuggeranong
- Gungahlin
- Weston Creek
Canberra Region
- Molonglo Valley
- Inner North
- Inner South
- All ACT regions
Australian Capital Territory Real Estate Trust Account Audits
Trust account audit pricing for Australian Capital Territory real estate agencies with clear fixed fees.
Prompt replies • Fixed pricing • No hidden fees
Questions about pricing?
Ask a pricing question or speak with us before you send documents.
ACT Real Estate Trust Account Audit FAQs
Get answers to the most common questions about real estate trust account audits, state requirements, documents, pricing, and the audit process.
Access Canberra guidance says licensed ACT agents who held trust money during the audit period must have their trust account records audited by a qualified auditor by 30 September. The usual audit period is the financial year from 1 July to 30 June.
Audit reports can be submitted to Access Canberra using the Agents Trust Account Audit form. Before lodgement, prepare the audit-period records, trust account details, licence details, and supporting information the auditor needs to complete the review.
Access Canberra guidance says licensed agents who do not receive or hold trust money and therefore do not have a trust account must apply for an exemption from keeping a trust account. Check the current Access Canberra pathway before assuming nil activity means no action is required.
Access Canberra describes the auditor as a qualified auditor. Auditor suitability and independence should be confirmed before engagement against the current ACT requirements, the agency's licence type, and whether trust money was held during the period.
Prepare complete trust account bank statements, monthly reconciliations, client ledgers, receipt and payment records, account opening or closure details, licence information, and explanations for any unusual balances, gaps, or overdrawn account issues.
Access Canberra oversees ACT real estate, business, and stock and station agent licensing under the Agents Act 2003. Trust account notifications, exemptions, audit enquiries, and audit reports follow the current Access Canberra process.
Pricing for ACT real estate trust account audits starts at $549 + GST per trust account.
AuditsPro keeps real estate trust account audit pricing competitive by using a secure client portal, structured document checklists, digital workpapers, and state-aware review workflows. The efficiency comes from reducing administration, document chasing, and repeated follow-up. It does not mean client services are offshore or that the audit work is reduced.
Client services, audit coordination, and client portal data management are handled onshore in Australia. Client portal audit documents are managed on Australian AWS infrastructure, including the Sydney region, with important audit information protected by encryption in transit and at rest.
The portal gives real estate agencies a structured checklist, secure upload pathway, document tracking, and clearer follow-up requests. That means auditors can see what is missing earlier, review files in a more organised way, and spend less time on manual administration.
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