Tranche II — Real Estate & Conveyancing

AML/CTF Compliance for Conveyancers & Real Estate Agents

From 1 July 2026, real estate agents, buyer’s agents, property developers, and conveyancers face new AML/CTF obligations under AUSTRAC’s Tranche II reforms. Is your business ready?

⏰  Deadline: 1 July 2026 — AUSTRAC enrolment opens 31 March 2026

Are You In Scope? The Designated Services Test

The AML/CTF regime does not regulate entire industries. It regulates specific designated services. For real estate professionals and conveyancers, the core question is: are you acting on behalf of a client in a transaction involving the buying, selling, or transfer of real property?

Real estate agents and buyer’s agents are captured when they broker, plan, or execute the sale, purchase, or transfer of real estate on behalf of a client.

Conveyancers are captured when they prepare contracts, conduct title searches, hold funds in trust, or otherwise directly advance a property transaction — even if the transaction does not ultimately complete.

Property developers may be captured where they assist in the transfer of property on behalf of clients or purchasers.

What Is NOT a Designated Service

Conveyancers — a common misconception: Even providing conveyancing services to a family member, for no fee, on a one-off basis, will likely be captured if it directly advances a property transaction. The test is the nature of the service — not who it is provided to or whether a fee is charged.

When Do Obligations Arise?

AUSTRAC has confirmed that AML/CTF obligations can be triggered before a transaction is completed — including during preparatory steps such as conducting title searches or holding deposit funds in trust. The obligation begins when you take steps to advance the transaction, not when settlement occurs.

Mixed Practices: Legal Firms That Also Conveyance

Legal practices that provide both legal services and conveyancing services face a dual obligation. AUSTRAC has confirmed that such practices will need to maintain two separate risk assessments — one under the Legal Profession Starter Kit and one under the Conveyancing Starter Kit. WilliamThomas&Co. can manage both simultaneously and efficiently.

Your Core Obligations from 1 July 2026

ObligationWhat It Means for Your Business
Enrol with AUSTRACRegister via the AUSTRAC Business Portal from 31 March 2026. Deadline: 29 July 2026.
ML/TF Risk AssessmentIdentify and document your money laundering and terrorism financing risks — tailored to your clients, services, and geographies.
AML/CTF ProgramA written, risk-based compliance program covering your policies, procedures, controls, and staff training obligations.
Customer Due Diligence (CDD)Identify and verify every client before providing a designated service. Enhanced checks required for high-risk clients and Politically Exposed Persons (PEPs).
Ongoing MonitoringContinuously monitor client relationships and transactions for suspicious activity throughout the engagement.
Suspicious Matter ReportingFile Suspicious Matter Reports (SMRs) with AUSTRAC promptly when required. Failure to report is a serious criminal offence.
Record KeepingRetain identity verification and transaction records for a minimum of seven years.
Appoint a Compliance OfficerDesignate a qualified AML/CTF compliance officer and notify AUSTRAC by 29 July 2026.

Key Dates

DateMilestone
31 March 2026AUSTRAC enrolment portal opens for Tranche II entities.
1 July 2026All AML/CTF obligations commence. Your program must be fully operational from this date.
29 July 2026Final deadline to complete AUSTRAC enrolment and notify your nominated compliance officer.

Why Real Estate Is a High-Risk Sector for Financial Crime

Property is one of the most widely exploited channels for money laundering globally, and Australian real estate has been specifically identified in AUSTRAC’s National Risk Assessment as a key vulnerability. Common methods include:

Australia was the last FATF member country to bring real estate professionals into the AML/CTF regime. That period of unregulated exposure ends permanently on 1 July 2026.

Why WilliamThomas&Co.?

Why conveyancers and real estate professionals choose WilliamThomas&Co.
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Regulatory Expertise — Former financial services compliance specialists. We know what AUSTRAC actually expects — not just what the legislation says.
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End-to-End Service — From scoping and risk assessment through to program development, AUSTRAC enrolment, and staff training. We handle it all.
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Tailored, Not Templated — Your AML/CTF program is built for your business, your clients, and your risk profile. Not a copy-paste document.
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Ongoing Partnership — Compliance doesn’t stop at 1 July 2026. We offer annual reviews, regulatory update briefings, and on-call advisory support.
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AUSTRAC Engagement Support — If AUSTRAC comes knocking, we’re in your corner. We support regulatory enquiries, audits, and remediation.

Our Tranche II Services for Conveyancers & Real Estate Professionals

Ready to get compliant? Let’s talk.

WilliamThomas&Co. offers a no-obligation Tranche II scoping consultation. With less than four months to the 1 July 2026 deadline, early action is the only safe strategy.

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