Trust audits are complex and require meticulous attention to legislation and trust deed requirements. Our trust audit workpapers help you efficiently document and review key areas while ensuring compliance with Australian trust regulations.
Detailed, Australian-compliant checklists covering trust deeds, distributions, and compliance.
Automated reconciliations and variance checks to detect anomalies.
Workflow management to track audit progress and team reviews.
Secure document storage with easy export-ready formatting.
Collaboration tools to streamline audit reviews and sign-off.
A comprehensive set of tools that streamline preparation, review, and reporting. Built to help teams work faster while maintaining compliance and control.
Templates are designed in line with Australian trust legislation and regulatory requirements. They guide users through key compliance areas to ensure nothing is overlooked. Regular updates help reflect changes in legislation and best practices.
Built-in tools allow teams to record, track, and resolve client queries efficiently. Exceptions and outstanding items are clearly flagged for follow-up. This improves communication, accountability, and turnaround times.
The system automatically identifies variances and reconciliation differences across key accounts. Reports highlight discrepancies that require investigation. This helps reduce risk and improve accuracy during reviews.
Every action, review, and sign-off is logged automatically within the system. This creates a complete audit trail for compliance and internal review purposes. Historical tracking supports transparency and quality control.
Reports can be exported in multiple formats to meet different reporting and lodgement needs. This supports easy sharing with clients, reviewers, and regulators. Consistent formatting ensures clarity and professional presentation.
“Our trust audits have never been more efficient or compliant, thanks to MyWorkpapers Trust Audit solution.”
Mark D., Principal Auditor, Integrity Trust Audits
MyWorkpapers provides specific content packs for Trust Accounts Standards Alignment: The templates are updated to ensure compliance with APES 310 (Client Monies) and ASAE 3100 (Compliance Engagements).
MyWorkpapers is built as a cloud-first platform specifically to eliminate “siloed” working practices common in traditional Excel-based audits.
The software is designed to be flexible enough to handle various types of trust engagements across different Australian jurisdictions.
Ready to transform your practice? Let’s discuss how MyWorkpapers can solve your biggest workflow challenges.
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