For AU conveyancers, Tranche 2 hits 1 July 2026

You’re a conveyancer. We did the work for you.

From 1 July 2026, every settlement you handle is a designated service under the AML/CTF Act. You don’t have time to build a compliance program from scratch alongside your actual matters. Caltury runs it for you: enrolment, Program, KYC, sanctions screening, beneficial owners, SMR/TTR/IFTI drafting, 7-year records. Set up in one evening. From A$99 a month. Founder replies to every email.

Free until 1 July · no card · Sydney hosted · cancel anytime

Conveyancing Tranche 2 facts

10days until
01 Jul 2026
AU registered conveyancers
~9,000
Civil penalty cap
A$22.2m
SMR lodgement window
3 business days
IFTI lodgement window
10 business days
Caltury starting price
A$99 ex GST/mo

Source: AUSTRAC, AML/CTF Act 2006 (Cth)

Built to

AUSTRAC AML/CTF Act 2006

Identity

Stripe Identity

Sanctions

OpenSanctions

Hosted

Sydney, AU

When the customer is an entity

The buyer is a company. Caltury captures every controller.

Tranche 2 requires you to identify every individual with 25% or more of an entity customer. Caltury auto-detects directors and shareholders from the ABN/ACN, builds the related-party tree, and screens every controller against sanctions and PEP lists in the same step. You see one screen, not five.

  • Companies, trusts, partnerships, SMSFs — branched form built in
  • AUSTRAC AML/CTF Rules part 8 captured for each controller
  • PEP/sanctions screening runs on every party

Entity customer · related parties

4 mapped

Northbridge Holdings Pty Ltd

Corporate trustee

Screened

Anika Rao

Director · 40%

Screened

Daniel Rao

Director · 35%

Screened

Rao Family Trust

Beneficiary class

Screened

Sanctions & PEP · OpenSanctions

Why this hits you

Settlement is the moment of risk.

01

Cleared funds verification is a known weak point

AUSTRAC has flagged the settlement-day inflow of buyer funds as a high-risk vector, especially when funds arrive from offshore institutions or via third-party trusts. Tranche 2 makes that verification an obligation, not a courtesy.

02

Trustee and corporate buyers need beneficial-owner capture

A buyer's name on the contract is not enough. For company buyers you must capture the 25%+ owners. For trust buyers you must capture the trustee, settlor, and beneficiaries. Caltury branches the customer form by entity type so the right questions are asked.

03

Cross-border instructions trigger IFTI

Receiving settlement funds from a buyer's overseas account or instructing an outgoing wire on behalf of a vendor triggers an International Funds Transfer Instruction report. Within 10 business days. The penalty for missed IFTIs is strict liability.

The workflow

How a settlement flows through Caltury.

01

Contract signed, customer created

You record the buyer and vendor as customers, set the designated service to 'conveyancing of real property', and capture initial risk indicators. Vertical-tuned questionnaire, ~3 minutes per party.

02

KYC + beneficial ownership captured

Stripe Identity verifies individuals against the AU Document Verification Service. Company / trust buyers get the right branched form so trustees, settlors and beneficiaries are recorded. No KYC, no proceeding to settlement.

03

Sanctions and PEP screening

Every party screened against OpenSanctions (DFAT, OFAC, EU, UN, ~150 lists). Re-screen cadence set automatically based on the customer's risk rating.

04

Risk-rate the matter

Factors are weighted by Caltury (high-value, offshore funds, structured payments, complex beneficial-owner chain). The rating drives the cadence of ongoing due diligence on this customer.

05

Cash transactions over A$10k trigger TTR

If any portion of the settlement is physical-currency or e-currency A$10k+, Caltury auto-drafts the TTR with conductor, transaction location, and AUSTRAC-format fields. You review and lodge in AUSTRAC Online within 10 business days.

06

Cross-border movements trigger IFTI

Outgoing or incoming international funds instructions auto-draft the IFTI with sender / recipient / institution data. Same 10 business-day deadline; Caltury tracks the clock and surfaces it on the dashboard and calendar feed.

07

7 years in the vault

Every record (matter, KYC, screening, reports, decisions) is kept for 7 years with append-only audit logging. Export at any time. The 7-year clock runs from the later of creation or end of the customer relationship per Rules ch.11.

Scenarios

What it looks like when something is off.

Scenario 01 · observeBuyer wires deposit from an offshore bank you don't recognise
Caltury doesCaltury flags the institution against high-risk jurisdiction indicators, prompts you to capture source-of-funds, and lifts the matter's risk rating. Drafts a possible SMR for review if the suspicion crystalises.
Scenario 02 · observeSettlement funds split across multiple sub-A$10k transactions in one week
Caltury doesCaltury's structuring detection flags the pattern across the customer's transaction history and prompts SMR review under s.41. Doesn't lodge automatically, you decide.
Scenario 03 · observeBuyer is a discretionary trust with a corporate trustee
Caltury doesCaltury's customer form branches to capture the trustee company, the settlor, and the class of beneficiaries. No KYC progress until each element is captured, because the Program PROMISES it.
Scenario 04 · observeAUSTRAC publishes new guidance on conveyancing-specific risk indicators
Caltury doesCaltury's AUSTRAC guidance feed surfaces it inside your dashboard within 6 hours. You don't have to monitor austrac.gov.au yourself.
Free download

Not ready to start? Get the free Tranche 2 checklist.

The 40-point checklist covering AUSTRAC enrolment, your AML/CTF Program, KYC, sanctions screening, record-keeping and staff training. We email you the link plus a few short, useful follow-ups on getting ready before 1 July 2026. Unsubscribe in one click.

10 days until 1 July 2026

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