Resources

AML compliance resources for real estate agencies

Practical guides, checklists, and templates to help Australian real estate agencies prepare for AML/CTF compliance obligations.

Coming soon
Readiness

AML readiness checklist for real estate agencies

A structured checklist covering the key governance, process, and record-keeping requirements for AUSTRAC AML/CTF readiness.

Coming soon
CDD

Customer due diligence checklist

Step-by-step CDD requirements for individual, company, and trust customers, with evidence requirements for each customer type.

Coming soon
Evidence

Source of funds evidence guide

Guidance on acceptable source of funds documentation, common evidence types, and how to assess and record source of funds information.

Coming soon
Ownership

Beneficial ownership checklist

Requirements for identifying and verifying beneficial owners of companies and trusts, including thresholds and documentation standards.

Coming soon
Review

Compliance officer review guide

A guide for compliance officers on how to conduct structured customer file reviews, document decisions, and manage escalations.

Coming soon
Audit

Audit file preparation checklist

Checklist for preparing AML customer file packs for internal review, external audit, or regulatory inquiry response.

Resources provided are for general guidance only. AgentAML does not provide legal advice. Your agency remains responsible for compliance with all applicable AML/CTF obligations. For legal advice, consult a qualified solicitor or compliance specialist.