Trust Account Audit
Independent & Comprehensive

Independent audit of trust accounts with full compliance to relevant legislation and trust deed requirements. We ensure all trustee obligations are met, funds are properly accounted for, and beneficiary entitlements are accurately reflected.

ABOUT THIS SERVICE

Audits That Provide Complete Assurance

As a trustee, you have significant legal and fiduciary responsibilities. Your beneficiaries rely on you to properly account for funds, comply with trust deed requirements, and manage investments in their best interests. An independent audit provides important assurance to you, your beneficiaries, and relevant authorities.

At I H Professionals, we conduct comprehensive trust account audits — reviewing all fund movements, verifying beneficiary entitlements, checking trust deed compliance, and assessing your internal controls. Our audit report provides independent assurance that your trust accounts are properly maintained and compliant.

Why trust audit matters? Independent audit protects you as a trustee, provides assurance to beneficiaries, and demonstrates compliance to regulators. It also identifies any control weaknesses or compliance issues early, before they become problems.

Whether you're managing a family trust, investment trust, or charity trust, we provide thorough, professional audit with clear reporting and practical advice.

What's Included

Everything you need, handled end-to-end

  • Financial statement audit & reconciliationComplete audit of all trust financial statements and bank accounts
  • Trust deed compliance verificationReview of trust deed requirements and verification of compliance
  • Beneficiary entitlement calculationsAccurate calculation and verification of all beneficiary entitlements
  • Fund movement & transaction testingDetailed testing of trust transactions and fund movements
  • Investment valuation & verificationAudit of investment holdings and current valuations
  • Distribution & payment verificationTesting of all distributions and payments to beneficiaries
  • Detailed audit report & management letterComprehensive audit report plus recommendations for improvement

Why Choose Us for Trust Audits?

We combine audit expertise with trust law knowledge. We understand trustee obligations and provide audit that gives you and your beneficiaries genuine assurance and confidence.

What Our Clients
Say About Us

4.8

Switched to IH Professionals on a colleague's referral and haven't looked back. Fast responses, clear advice, and they genuinely know their stuff. My company tax returns have been handled flawlessly every single year since.

DK
David K.
4 days ago

I came to IH Professionals after a bad experience elsewhere. What a difference. They explained everything clearly, lodged my returns quickly, and helped me understand what to do differently this year to reduce my tax. Highly recommend.

TC
Thomas C.
3 weeks ago