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Full Trust Management

Full Trust Management

Over Trust Accounting? Need a desk freed up? Want to minimise risk? Maximise Profit?

Perhaps outsourcing your Trust Accounting is the ideal solution?

One of the most time-consuming elements of a business goes hand in hand with one of its greatest risks, the management of the trust account. REAL+ has a team of expert trust accountants and business consultants who are trained to not only support you in the day to day administration of your trust account but provide audit services and problem solving when things go wrong.

Contracting REAL+ Outsourced to manage your trust account is a cost-effective means by which to solve this age-old problem, whilst maximising your profits and freeing up much needed desk space and time. Allow your team to focus on the client relationships, whilst we focus on the back end. Replace your existing trust accountant – we can look after everything.

Our standard services include;

PROPERTY MANAGEMENT

  • Landlord & Tenant set up/archiving
  • Rent receipting
  • Daily reconciliations
  • Creditor and landlord disbursements (weekly)
  • End of month and Mid-Month process
  • Bond reconciliation
  • Reporting
  • System auditing
  • Adhoc support including; unallocated funds, tenant reimbursement and senior review

SALES

  • Vendor & Purchaser set up / archiving
  • Receipting
  • Daily reconciliations
  • Settlement and general disbursements
  • End of month process
  • Reporting
  • System auditing
  • Adhoc support

THE EXTRA’S

  • Trust System establishment+
  • Add owner, property, tenant and creditor files+
  • Amend files (i.e. change owner bank account details) +
  • Enter vacate dates +
  • Creditor and tenant invoice entry+
  • Lease reviews, expiries and renewals+
  • Rent increases +
  • Change of ownership +
  • Enter bond lodgement details+
  • Archiving of owners, property, tenant and creditor files +
  • Management reporting +
  • Plus more….

SALES

  • Add Vendor, Purchaser, Solicitor and Creditor details +
  • Completing/archiving sales files +
  • Management reporting +
  • Plus more….

REAL+ Outsourced offers customised services to support a variety of needs, discuss these with one of our consultants to create your personalised program.

 

 

 

 

 

 

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