How it works

Clear lanes, in the right order.

Trust-money assurance only works if the lanes are clean. Here is exactly how we work with you — and where the independent referral fits.

Step 1

A confidential conversation

We start by understanding your trust-money exposure — what you hold, who reconciles it, where the deadlines sit and what keeps you up at night. No obligation, and nothing leaves the room.

Step 2

Scope & written proposal

We map your situation to the relevant obligations and set out exactly what we recommend, what it covers, what it does not, and what it costs — in writing, before anything begins.

Step 3

Engagement or independent referral

In-house work — outgoings assurance, forensic investigations and controls health checks — is delivered by Local Knowledge Pty Ltd under a signed engagement. The statutory audit is arranged by referral to an independent registered auditor, so the assurance stays genuinely independent of the people who keep the books.

Step 4

Assurance & follow-through

You get clear, defensible deliverables — and we stay alongside you to respond to findings, close gaps and remediate. The goal is an outcome that holds up to a board, an insurer or a regulator.

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.

Ready when you are.

Book a confidential conversation and we’ll map exactly where your trust-money risk sits.