Outsourced trust accounting for real estate agencies

Your trust account, run to audit standard. Every single day.

More accurate than in-house, at a fraction of the cost — with no risk of key staff leaving you in the lurch. Sydney-based specialists, serving agencies across Australia and New Zealand.

60+agency portfolios managed across Australia & New Zealand
16+years of technology & project management experience
AUbased team — accessible any time, no offshore handoffs
Dailyreceipting, reconciliation and reporting cycles
Our Services

Everything your back office needs. Nothing it doesn't.

Short-term cover or a long-term partnership — every service is delivered by specialists with real estate industry experience.

01

Trust Accounting

Daily receipting, reconciliations and end-of-month processing, run by specialists who live and breathe real estate trust accounts.

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02

Bookkeeping

Real estate bookkeeping with an eye for detail — best-practice accounting built around how your agency actually operates.

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03

Compliance & Pre-Audit

Know your accounts will pass audit before the auditor arrives. We check configuration, reconstruct accounts and resolve issues.

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04

Software Migrations

Changing platforms? We manage the migration end to end, with trust account integrity verified at every step.

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05

Consulting

Rules vary from state to state — we stay on top of the differences so your agency complies with your state's requirements.

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06

Virtual Assistants

Reliable, trained administration support for your agency, without the overheads of another desk in the office.

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Why outsource

Mitigate risk. Enhance profitability.

Based in Sydney, we work with forward-thinking agencies that recognise there are better alternatives to the traditional in-house model.

Audit-ready, always
Tried and tested processes, customised to your agency and your state’s legislation.
Continuity you can bank on
No recruitment costs, no turnover stress, no scrambling when someone is on leave.
A fraction of in-house cost
Save on salaries, superannuation, payroll tax and annual leave — and free up office space.
Cool blue architectural view representing professional real estate services
Getting started

Switching to us takes weeks, not headaches.

We take over your trust account with zero disruption — your funds stay in your account, under your control, the whole way.

1

Discovery & scope

We review your portfolio, software and current setup, and agree exactly what we'll run and when.

2

Secure handover

We're set up with access to your existing software and bank feeds — no funds ever pass through us.

3

Reconcile & verify

We reconcile from day one and clear any legacy issues, so you start on a clean, audit-ready footing.

4

Live & supported

Daily processing begins, with reporting to your team and a specialist on call — no key-person risk.

The numbers

In-house vs outsourced — where the money really goes.

A full-time trust accountant costs far more than a salary once you add everything around it.

Employing in-house
Salary of $70,000–$90,000+ for an experienced trust accountant
Superannuation on top of salary
Payroll tax and workers' compensation
Annual leave, sick leave and public holidays
Recruitment costs and turnover risk
Software licences and training
No cover when they're on leave or resign
Trust Account Solutions
One predictable monthly fee
No super, payroll tax or leave to fund
No recruitment cost or turnover risk
A specialist team, never a single point of failure
Audit-ready processes included as standard
Scales up and down with your portfolio
Works inside your existing software and bank

Figures are indicative of the Australian market. Use the Cost Estimator for a comparison tailored to your agency.

We work across the platforms you already use

PropertyMeProperty TreeRESTConsole CloudIRERe-leasedCirrus8KolemoManaged App
Testimonials

What agencies say about us

Rated 5 stars by our clients on Google.

★★★★★

We have been dealing with Paul over the past few months to help with some tricky PropertyMe reconciling. On all occasions he was VERY quick with his email responses and in actioning our requests. Definitely recommend!

Andrew W.
Google review
★★★★★

Their team is professional, efficient, and very knowledgeable. They make managing trust accounts seamless and stress-free — highly recommend their services to any real estate agency looking for reliable support.

Charlotte N.
Google review
★★★★★

Paul is an absolute legend, no problem is too big or too small. He has been invaluable to my business with recent software conversions and account queries. We look forward to a long working relationship together!

Christina B.
Google review
Case studies

Real agencies. Real results.

A few examples of what changes when trust accounting is run by specialists.

30/mosettlements when we took over

Full-service back-office transformation

What began as trust accounting for a busy sales and property management agency became a full partnership. We restructured their PM onboarding, rolled out our virtual assistant service for property management support and bookkeeping, and today run their entire back office.

25misallocations corrected

Audit recovery, at zero cost

Referred to us mid-audit by an existing client, we stepped in, identified 25 misallocations across their accounts and corrected every one. The client cleared their audit cleanly — at no additional cost.

2,500bills processed monthly

Bill processing at scale

A larger agency client relies on us to process an average of 2,500 bills every month, error-free. Automated checks verify every BPAY reference and payment amount before it goes out — complete confidence in accounts payable.

Paul Nees, Founder & Principal of Trust Account Solutions
About Us

Built on 16 years of financial-services discipline, brought to real estate.

Trust Account Solutions was founded by Paul Nees to give real estate agencies the same rigour, accuracy and accountability found in top-tier banking — applied to trust accounting.

Over 16 years in financial services and consulting
Paul spent his career in top-tier global banks and consulting firms before founding Trust Account Solutions, bringing institutional-grade financial discipline to every account we manage.
A decade running real estate & trust accounting businesses
More than 10 years spent specifically in real estate trust accounting — we understand agency operations, not just accounting.
Master of Finance, Bachelor of Engineering (Electrical)
A rare combination of financial expertise and technology fluency — exactly what modern trust accounting and software migrations demand.

"Precision, integrity and full compliance — that's the standard I hold every account to, personally."

— Paul Nees, Founder & Principal

FAQ

Common questions about outsourced trust accounting

What is outsourced trust accounting?

Outsourced trust accounting means a specialist firm runs your real estate agency’s trust account on your behalf — daily receipting, reconciliations, invoice processing, disbursements and end-of-month processing — instead of employing an in-house trust accountant. You keep control and visibility; we handle the work to audit standard.

Which states and regions do you service?

We are based in Sydney and work with real estate agencies across Australia and New Zealand. Trust accounting legislation differs between states, and we stay current with each state’s requirements so your agency remains compliant wherever you operate.

Which property management software do you work with?

We work across the major platforms real estate agencies already use, including PropertyMe, Property Tree, REST, Console Cloud, IRE, Re-leased, Cirrus8, Kolemo and Managed App. We can also manage migrations between platforms.

How much does outsourced trust accounting cost?

Cost depends on your portfolio size and the software you use, and it is typically a fraction of employing in-house staff once you factor in salaries, superannuation, payroll tax and leave. Use our Cost Estimator to request a tailored estimate — it takes about two minutes with no obligation.

Will outsourcing help my agency pass its trust account audit?

Yes. Audit-readiness is central to how we work. We ensure your accounts are correctly configured, reconciled daily and documented, and we offer pre-audit checks, account reconstruction and issue resolution so problems are found and fixed before the auditor arrives.

Can you cover us short-term, for example during staff leave?

Yes. We offer both short-term cover (for staff leave, turnover or peak periods) and long-term partnerships. Because our processes are documented and specialist-run, there is no key-person risk and no scramble when someone is away.

$1M professional indemnity insured

Your agency is protected by $1 million in professional indemnity cover.

Licensed & accountable

Led by Paul Nees, holder of a NSW Class 1 real estate licence (no. 20051898) since 2013.

You keep control of funds

We work within your existing trust account and bank — your money never passes through us.

Secure by design

Encrypted access and off-site backups keep your data protected.

Find out what outsourcing would cost your agency.

Two minutes. No obligation. A clear estimate based on your portfolio and software.

Try the Cost Estimator
Contact

Talk to a trust accounting specialist

Tell us about your agency and we'll come back to you within one business day.

+61 432 995 847 paul.nees@trustaccountsolutions.com Sydney, NSW · ABN 92 648 686 346