Stewart SystemsChristian Stewart · Wollongong
Guides / Professional services

Rent roll dates, trust account audit and licence CPD: the real estate office register

Lease renewals, rent reviews, routine inspections and smoke alarm checks across a rent roll, plus the annual trust audit, licence classes and CPD for every agent, in one register beside PropertyMe or Console.

Short answer: the property management software holds the tenancy dates; the office register holds the office's own obligations: trust audit lodgement, licence renewals and classes, CPD per agent, licensee-in-charge, insurances, and the dates the software doesn't remind you about.

The office side

Trust account audit due within three months of 30 June, lodged with NSW Fair Trading. Each agent's licence or certificate class and renewal. Annual CPD hours per agent. Licensee-in-charge nomination per office. PI and other insurances. Fair Trading's supervision guidelines checklist and its review date.

The rent roll side

PropertyMe, Console or PropertyTree track leases, inspections and smoke alarm checks; the Board reads them for the week's list. Where the software has a gap (an owner's insurance expiry, a strata by-law review), the register carries it.

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Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.

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