Agents, agencies and property managers run on commission and trust accounts – two things that are easy to get wrong and expensive when you do. We keep the trust accounting clean, the commission income structured well, and the tax planned.
Book a Chat Call (07) 5593 6060What we take care of for agents, agencies and property managers:
Real estate has two features that set it apart from most businesses: income that arrives in lumps, and money that isn’t yours sitting in a trust account. Both need to be handled properly, and both are places where agents and agencies get caught out – one at tax time, the other at audit time.
Commission is feast or famine. A quiet quarter followed by three settlements in a fortnight is normal, and it makes tax planning and cashflow harder than they look. Meanwhile, every dollar of a client’s deposit or rent that passes through your trust account is tightly regulated, separately accounted for, and audited every year. The two sides of a real estate business pull in different directions, and the accounting has to keep both straight.
Sales and rent trust records kept reconciled and audit-ready, with your annual audit handled smoothly.
Commission and franchise fees reconciled, and a structure that keeps your tax sensible as you earn more.
Job-level bookkeeping, BAS and IAS lodgements, and payroll with the right super treatment.
Tax planning timed around settlements, plus advice as you grow from one agent to an agency.
Trust accounts are where real estate businesses get into trouble, almost always through paperwork rather than dishonesty. We keep the records straight through the year and prepare everything your auditor needs, so the annual audit is something that happens quietly in the background.
Run through the wrong structure, commission income is taxed harder than it needs to be. We make sure your setup is right and plan around the timing of settlements so a big month doesn’t become a brutal tax bill.
Whether you’re a single agent or running an office, we give you a clear read on what’s coming in, what’s going out, and what to set aside for tax – so you’re never guessing.
Sales agents. Paid on commission, often as a sole trader or through a company. We structure the income tax-effectively, plan for the big months, and handle the returns.
Agencies and principals. Trust accounts, payroll, franchise fees and group tax. We handle the numbers behind running the office so you can run the business.
Property managers. Rent trust accounting, owner reporting and reconciliations – set up to run cleanly month after month.
Buyer’s agents and related businesses. Different income, similar issues. We keep the structure and the tax sensible.
A free chat about your agency or rent roll and where you want to take it.
We look at your trust accounts, commission structure and tax position, and tell you what we find.
A clear scope and a fixed fee, agreed before anything starts.
Trust accounting, BAS and tax handled, with check-ins through the year.
Plain-English help, written by our team.
General information only – not financial or legal advice. Awards, thresholds and tax rules change; confirm current requirements or speak to us before acting on anything you read here.
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