Why Commercial Real Estate Agents love TrustSoft
Managing trust accounts is a critical responsibility for real estate agents in Australia. At TrustSoft, we understand your unique challenges — from strict compliance requirements to the need for accurate, transparent financial management. That’s why we created Australia’s leading trust accounting software tailored specifically for commercial real estate agents.
With TrustSoft, you get a powerful, easy-to-use platform designed to help you:
- Maintain full control of client funds with a statutory trust account linked to your account via Open Banking
- Ensure 100% compliance with state specific trust accounting laws and regulations
- Automate daily trust accounting tasks of receipting and payments via .aba files to save time and reduce costly errors
- Generate audit-ready reports instantly for peace of mind and regulatory inspections
- Access dedicated Australian-based support whenever you need expert help
TrustSoft USPs: Built for Real Estate Professionals
We designed TrustSoft to be:
- Purpose-built for real estate trust accounting to manage multiple assets and sub assets. For example, managing multiple commercial / retail offices at multiple locations
- Compliant with Australian statutory trust account requirements
- User-friendly for agents with varying technical skills
- Flexible to handle complex transactions with multiple trusts and reporting for vendors and assets
Our software empowers you to confidently manage your trust accounts, so you can focus on what matters most — closing deals and growing your agency.
Key Features for Real Estate Agents
Trust Account Management
State-Specific Compliance for NSW, VIC, QLD, WA,and SA – Automate trust ledger entries, receipts, and audit trails tailored to your state’s regulations (e.g., UID tracking for NSW, RTBA integration for VIC
Automated Bank Reconciliation
Reconcile your trust account by Syncing with 50+ Australian banks for automatic bank feeds or upload .csv files. Flag discrepancies instantly to prevent audit penalties
Audit-Ready Reports
Generate trust specific detailed reports that meet audit requirements.
Multi-Asset Architecture
Manage mixed-use portfolios: Track shopping centres (retail + strata), serviced offices (per-desk billing), venue hire (event-based trusts), and commercial offices in one platform
Integrations
Sync with Xero or Export/import bulk data via Excel with pre- formatted templates
Account Statements
Produce client statements showing trust receipts and payments
Simple and Transparent Multi-Tier Pricing
Professional
Monthly
This plan includes:
- 1 Trust
- Import Bankfeeds via CSV
- Up to 2 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Hybrid Most Popular
Monthly
This plan includes:
- Up to 5 Trusts
- Automatic Bank feeds
- Up to 5 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Ultimate
Monthly
This plan includes:
- Up To 15 Trusts
- Automatic Bankfeeds
- Up to 15 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
All plans include
- Manage Assets and Sub assets
- Client Statements
- Automated Reports for Auditors
- Streamline State and Industry Regulatory Compliance
- No Hidden Fees
- Generate .aba files
- Integrated with Xero
- Audit trail
- AI agent based chat and phone support
How TrustSoft Benefits Real Estate Agents
- Boost Efficiency: Streamline trust accounting processes and free up valuable time.
- Save Money: Flat monthly fee with no limits to the number of properties or trusts
- Enhance Accuracy: Minimize errors with automated workflows and real-time updates.
- Build Client Trust: Transparent and compliant trust management builds confidence with your clients.
- Stay Compliant: Meet all statutory trust account obligations with ease.
- Grow Your Business: Focus on sales and client relationships while TrustSoft handles the accounting.
Experience the difference of a trust accounting software designed just for you. Join the growing community of real estate professionals who trust TrustSoft to manage their client funds securely and compliantly.
Ready to Transform Your Trust Accounting?
Get started with TrustSoft today!
Blogs
How to Avoid $11k Fines: Motor Dealer Trust Account Compliance in NSW vs. VIC vs. QLD
Trust accounting mistakes can lead to fines of up to $11,000, making compliance essential for real estate agencies. Regulations vary between NSW, VIC, and QLD, with each state having specific rules around reconciliations, record-keeping, and reporting. Many agencies unknowingly breach these requirements due to a lack of understanding, putting their licenses and finances at risk. […]
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