In-house specialist

Trust Assurance & Controls Health Checks

Find the gap in a health check in May — not in the audit findings in September.

The problem we solve

You can delegate the reconciliation. You cannot delegate the liability. “Good intentions” is not a defence a regulator accepts — so what, on paper, is your defence? A health check tells you before the audit does, while there is still time to fix it.

What's included

Pre-audit readiness review against the trust-account requirements
Internal-control and reconciliation-hygiene assessment
Segregation-of-duties review — who can move money, and who checks
A prioritised, plain-English remediation plan
Evidence you can show a board, an insurer or the regulator

The outcome

Gaps found and closed on your timetable, a documented control environment, and an audit that holds no surprises.

Where this maps in the law

Advisory review aligned to the trust-money controls in the Property and Stock Agents Act 2002 (NSW) and Strata Schemes Management Act 2015 (NSW). Deliberately lane-separated from the statutory audit.

This page is general information only — not personal financial, tax, legal or assurance advice. Any assurance, forensic or advisory work is performed under a signed engagement with Local Knowledge Pty Ltd, in accordance with the applicable professional standards.

Get the assurance in writing.

Book a confidential conversation and we’ll map exactly where your trust-money risk sits — and how to close it.