Agencies & property managers

Accountant for Real Estate Agencies in Sydney

Specialist accounting, bookkeeping, and tax services for real estate agencies, property managers, and buyer's agents. Trust account compliance, commission tracking, and cash flow management handled.

Certified across the platforms that matter

Why Trinity

Three reasons our clients stay.

We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.

  • Longevity that compounds

    Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.

  • Everything under one roof

    Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.

  • We pick up the phone

    We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.

Why specialist accounting matters

Why every accountant for real estate agents must know trust accounts

Real estate businesses combine sales commissions, property management fees, and trust account obligations under legislation. Income flows through deal-by-deal commissions, recurring management fees, and sometimes auctioneering or buyer’s-agent work. Each stream has different timing, different margin profile, and different compliance considerations.

Add agent commission splits that need to be tracked per deal. Add property management trust accounts under state-based legislation with reconciliation requirements. Add the cash flow gap between settlements and commission disbursement. The financial work behind a real estate business is sector-specific.

A general accountant can mishandle trust account compliance, miscalculate commission splits, or fail to forecast through quiet periods. Specialist real estate accounting understands the income mix, the trust requirements, and the cash flow patterns of the sector.

  • Trust account compliance

    Property management trust accounts have legislated reconciliation requirements. Errors create regulatory exposure.
  • Commission split complexity

    Agent commission splits, referral fees, and team arrangements need careful tracking. Errors compound across deals.
  • Cash flow lumpiness

    Sales commissions arrive at settlement; expenses do not wait. Without forecasting, cash flow tightens between deals.
  • Property management economics

    PM fees come in slowly while costs run continuously. Margins per property easy to lose track of.
Specialist accounting for sales agencies, property managers, and buyer's agents.

What we do

Our services applied to your industry.

The same accounting and tax services we deliver firm-wide, shaped to the way your business actually runs.

  • Tax Services for Real Estate Professionals and Property Investors

    Whether you're a sole agent, running an agency, or building an investment portfolio, the right tax strategy makes a real difference to your bottom line. Annual tax returns for agents, agencies, and property managers. GST and BAS lodgement for property sales and rentals. Maximum deductions for marketing, travel, office rent, and vehicle expenses
    Learn more
  • Business Advisory for Real Estate Agencies

    Beyond compliance, we help agencies grow profitably with tailored business advisory services: Profit and loss analysis to improve commission structures. Cash flow forecasting for property sales and rental management. Business structuring and asset protection strategies
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more

Why clients choose us

Specialist accounting built for real estate agencies.

Real estate agencies combine commission revenue, recurring management fees, and trust account obligations. Trinity provides the accounting expertise agency principals need to track commissions, manage trust accounts, and forecast cash flow.

  • Real estate sector depth

    Familiarity with sales agency, property management, and buyer's-agent operations including trust accounts and commission economics.
  • Trust account expertise

    PM trust accounts reconciled to legislated standards. Compliance maintained without regulatory exposure.
  • Commission clarity

    Splits, referral fees, and team arrangements tracked per deal. Agent profitability visible monthly.
  • Property management margins

    Per-property profitability tracked. Marginal properties identified before they become unprofitable accounts.
  • Cash flow visibility

    Sales pipeline forecast against fixed costs. Quiet periods anticipated, not survived under pressure.
  • Tax planning year-round

    Agent vs business structures, equipment, super, and CGT all considered together. Tax outcomes optimised across the year.

Accounting engagement

How we take on a real estate agency as an accounting client.

The same accounting engagement process for every new real estate agency. Predictable for you, scaled to the size and complexity of the business.

  • Real Estate Agency review

    We review your current financials, accounting setup, and operational structure. Gaps and opportunities are identified before any changes are recommended, and the engagement scope is agreed up front.

    • Three-year review of returns and effective tax rates
    • Current bookkeeping and reconciliation health-check
    • Trust account compliance and commission tracking reviewed
    • Onboarding meeting to agree priorities for the year ahead
  • System setup

    Xero configured for your real estate agency. Chart of accounts built around how your business actually runs, integrations and tracking established, and reporting templates tailored to real estate agency management.

    • Chart of accounts structured for your real estate agency
    • trust account reconciliation and commission tracking established
    • Bank feeds, integrations, and recurring rules configured
    • Reporting dashboards for agent performance and PM portfolio profitability
  • Ongoing engagement

    Monthly financial reporting, quarterly tax planning, and annual review. You always know where the real estate agency stands financially, what is changing, and what is coming up. We are accessible whenever a decision needs financial input.

    • Monthly profit and loss, balance sheet, and cash flow
    • Quarterly tax planning and BAS preparation
    • Annual review against benchmarks and goals
    • Direct line for advisory questions as they arise
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Who we work with

Real estate businesses we work with.

If your situation fits one of these descriptions, we have done the work before.

  • Sales agencies

    Independent and franchise sales agencies with agent commissions, splits, and team arrangements.
  • Property management agencies

    Property managers with trust account obligations and recurring fee revenue.
  • Combined sales and PM agencies

    Full-service agencies with both sides of the business and consolidated reporting needs.
  • Buyer's agents

    Buyer-focused agencies with success-fee revenue and project-based work.

About Trinity Accounting

A small firm by design.

Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.

Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.

Dedicated team members in business attire smiling during a client consultation at the office.
The Institute of Public Accountants (IPA) logo featuring colorful overlapping shapes and the IPA acronym, representing a professional accounting organisation in Australia.ASIC Registered AgentLogo of Trinity Accounting Practice, an Australian accounting and tax advisory firm based in Beverly Hills, NSW, established in 2003.A green circular icon featuring a white checkmark and a stylized leaf, symbolizing reliable tax compliance and advisory services.Xero migration specialist logo featuring a blue geometric design and the text "Xero migration specialist" for accounting and bookkeeping services.Xero Gold Partner badge indicating Trinity Accounting Practice's status as a trusted Xero partner for accounting and bookkeeping services in Beverly Hills, NSW.
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What our clients say

The reviews speak for themselves.

Sole traders, growing companies, and trustees who keep coming back. Here’s why.

5.0
Based on 100+ Reviews
See all reviews
  • Doesn't cut corners
    I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
  • Business and personal
    Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
  • Diligent and professional
    Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
  • The best, hands down
    Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
  • Medical practice expertise
    I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
  • A real lifesaver
    Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!

Common real estate agency questions

What real estate agencies ask before engaging us.

The questions real estate agencies most often have before working with us. Same answers we give in person, just in writing.

Pricing depends on agency size, business mix (sales, PM, both), and engagement scope. Single-office agencies typically start at a fixed monthly fee. Larger and multi-office operations are quoted as a package.

Yes. PM trust accounts are reconciled to legislated standards monthly. Reporting is prepared for state regulators.

Yes. Commissions, splits, referral fees, and team arrangements are tracked per deal. Agent profitability visible monthly.

Per-property profitability is tracked monthly. Marginal properties identified before they become unprofitable accounts.

Yes. Sales pipeline cash flow is modelled against fixed costs. Quiet periods are forecast in advance.

Yes. Buyer-focused agencies with success-fee revenue and project-based work are within scope.

Still have a question? Contact us.

Get specialist accounting for your real estate agency.

Book a free consultation. Twenty minutes, no obligation. We will tell you straight if we can help.