Managed Services

Trust Accounting

Premium trust accounting services on a permanent basis or as you need.

We have over 25 years’ of experience managing trust accounts for leading agencies across Australia saving them time and money so they can focus on their customer, not the numbers.

Our highly experienced team can assist or manage your trust accounts across a number of different scenarios:

  • End to end for a complete seamless solution on a permanent basis
  • Cover your existing trust accountant while they are on leave
  • Balancing your trust if it’s just not adding up
  • Audit preparation
  • Fraud investigation

We are experts at integrating into your existing workflow practices, and will work with you to identify and implement new or improved ways to maximise your software investment and team’s interaction around the trust environment.

Our people are specialists in PropertyMe, PropertyTree, AgentBox, Box+Dice & VaultRE software programs to name a few.


  • Daily receipting
  • Daily bank reconciliation
  • Invoice processing
  • Regular owner & creditor disbursements
  • Agency fee payments
  • Bond management
  • End of Month rollover & reporting
  • EFY reporting


  • Receipting & bank reconciliations
  • Account Sales
  • Stakeholder releases
  • Early Deposit releases
  • Settlements
  • Agency & Agent commission management
  • End of Month rollover & reporting