Trust Audit

Create wealth, Manage wealth, Inherit wealth

Trust account audits are an important annual compliance requirement. Such audits assure business owners and stakeholders that record-keeping is accurate, and management of trust monies complies with relevant legislation.

In addition to ensuring compliance, a trust account audit can determine whether there are any deficiencies in internal controls and if improvements can be made.

Smart Wealth Advisors can conduct an audit on your trust account with minimal disruption to your business operations. As part of the audit process, SWA can also provide your business or organisation with opportunities and recommendations for improvement. 

Smart Wealth Advisors can help with:

Statutory audits


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