Home › Trust Accounting › Reporting Calendar
Key trust account reporting and audit obligations, with due dates.
Property agents who hold trust accounts have certain obligations they must meet each year regarding reporting on these accounts. The key obligations are the Trust Account Report (completed on a 6-monthly basis) and the Audit Report (completed annually). These reports fall due at the same time each year — the calendar below is provided for reference.
These obligations recur every year on the same dates. Use the add-to-calendar links to save any item as a repeating yearly reminder — no need to pick a year.
Trust Account Reports become available
For the period 1 July – 31 December. Submit via the Agent Portal.
Trust Account Reports dueDUE DATE
Reports for the period 1 July – 31 December are due.
Licence renewals check
Managing Agent to ensure renewals are on track for the business and all staff.
Trust Account Reports & Audit Reports become available
Trust Account Reports for 1 January – 30 June become available via the Agent Portal. Audit Reports for 1 July – 30 June become available via the Audit Report form on the Board's website, submitted by the Managing Agent.
Trust Account Reports dueDUE DATE
Reports for the period 1 January – 30 June are due.
Audit Reports & Exemptions dueDUE DATE
Audit Reports and Exemptions for the period 1 July – 30 June are due.
If you have any questions regarding the Trust Account Report or the Portal, please contact the Board on (03) 6281 3480 or at board@propertyagentsboard.com.au.