Your Trusted Partner in
Funding Compliance
Specialist accounting services designed for lending and finance applications - fast turnaround, broker-friendly, compliance-ready.
We work with finance brokers and their clients to prepare the financial documents lenders need - accurately and on time.
Why Brokers Choose Triage
We understand the pressures brokers face. Our services are built around your workflow, not ours.
Fast Turnaround
We know time kills deals. Our team prioritises broker-referred work and delivers financials promptly so your applications stay on track.
Lender-Ready Documents
Tax returns, financial statements, and supporting schedules prepared to meet lender requirements the first time - reducing back-and-forth.
Clear Communication
You will always know where things stand. We keep brokers in the loop with direct updates and are available when you need us.
Broker-Friendly Process
We work alongside your process, not against it. Referrals are simple, onboarding is streamlined, and we understand what lenders are looking for.
Full Compliance Support
From individual tax returns to complex company and trust structures - we handle the accounting so you can focus on the deal.
Ongoing Relationship
We are not a one-off service. We build long-term relationships with brokers and their clients, making future applications even smoother.
Our Services
Whether you are a broker referring a client or a borrower needing financials prepared, we offer a full range of accounting services with a focus on funding compliance.
- Individual and business tax returns
- Financial statements for lending applications
- Company, trust, and partnership tax compliance
- SMSF tax and compliance
- BAS and GST lodgements
- Bookkeeping support
- Business structuring and advisory
How We Work
Broker Referral or Direct Contact
Your broker refers you to us, or you get in touch directly. We make onboarding simple and fast.
Document Collection
We gather the information we need quickly and efficiently, keeping both you and your broker informed.
Preparation and Review
Our experienced team prepares your tax returns and financial statements to meet lender requirements.
Delivery to Broker and Lender
Completed financials are delivered to your broker in the format lenders expect - ready for submission.
Your Senior Accountant
Yen Ching
Senior Accountant & Registered Tax Agent
Yen holds a Master of Professional Accounting, a Master of Applied Finance, a Diploma of Financial Planning, and has over 20 years of experience spanning taxation, accounting, internal audit, risk management, business advisory, finance, and commercial operations. IPA registered.
Part of an Integrated Financial Services Group
Triage Accounting Services is part of the FRM Consulting Group, enabling us to work seamlessly alongside finance brokers, property managers, and other professionals within the group. This integrated approach means your clients get coordinated support across accounting, finance, and property - all under one roof.
Learn More About FRMReady to Get Started?
Whether you are a broker looking for a reliable accounting partner or a borrower who needs financials prepared for a lending application, we are here to help.