Client Information

Understanding the AML/CTF Act and why we need your ID

New federal laws require us to verify who we work with. Here's what that means for you — and why it matters.

$68BPer year

AUSTRAC estimates more than $68 billion worth of crime-related money is laundered through Australia every year — funding drug trafficking, human exploitation, terrorism and large-scale fraud. These laws exist to stop it.

Background

What is the AML/CTF Act and why does it matter?

Australia's Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Act is designed to stop illegal funds from entering the financial system.

From 1 July 2026, professional services firms — including law, accounting and real estate — are required to take active steps to keep crime out of our communities, professions and country.

From 1 July 2026

What firms like ours are now required to do

Verify client identity
Assess money laundering risk
Monitor & report suspicious behaviour

It's not about ticking boxes. It's about keeping crime out of our communities and country.

Why we ask

Why are you being asked for documents?

We may need to collect ID documents, company records, trust deeds, or information on the source of funds.

If you're representing a company, trust or other structure, we're also required to identify and verify the individuals who ultimately own or control it.

This isn't because we think anything's wrong — it's because we're required by law to apply consistent checks to everyone. Each check is a small act of protection.

Documents

What we may ask for

  • A form of photo ID (e.g. passport or driver's licence)
  • Proof of address (e.g. utility bill or bank statement)
  • Company, trust or SMSF documentation (if relevant)
  • Details about ownership or control of complex entities
  • Source of funds information (for higher-risk transactions)

Process

What you can expect from us

  • 1
    Clear explanation
    We'll tell you exactly what's needed and why, at every step.
  • 2
    Secure handling
    Your information is stored securely and used only for regulatory compliance.
  • 3
    Streamlined process
    We use technology to make the verification process as quick and easy as possible.
  • 4
    Guided step by step
    We'll walk you through what's required. If anything is unclear, just ask.
  • 5
    Kept informed
    We'll let you know if anything is outstanding or if we need further information.
  • 6
    Confidential
    Your data is used only for regulatory purposes and never shared for marketing.
Only what's required

We collect only the information we are legally obligated to gather — nothing more.

Stored securely

Your data is held in encrypted systems, accessible only by authorised staff.

Regulatory use only

We do not share your information for marketing and we never sell or trade client data.