The compliance & admin platform built for trust professionals
Manage multiple native title trusts, collaborate with trustees, share documents and deliver live reporting — from one secure platform.
Claims Queue
Designed for the whole advisory ecosystem
Every professional who touches a native title community trust.
Trust Administrators
Full admin access to configure distributions, approve claims, manage members and generate compliance reports.
Legal Practitioners
Upload trust deeds and correspondence. Share with trustees instantly with version control and access logs.
Accountants & Auditors
Access live financial data, download exports and work with formatted reports ready for audit submission.
Financial Advisors
Share investment reports and portfolio updates directly within the platform — no more email version confusion.
NTRBs & PBCs
Support multiple communities with a scalable platform that grows with your client base.
Corporate Trustees
Maintain fiduciary governance with a full audit trail, role-based access and automated compliance reporting.
Approve claims in seconds, not days
Claims submitted by members appear instantly in your queue — with all supporting documents attached.
Member submits via app
Receipt photos, claim category and notes uploaded directly from their phone.
Instant notification
A push alert and dashboard notification the moment a claim is submitted.
Review, approve or query
One click to approve, or send a query to the member — with the full conversation logged.
Automatic audit trail
Who approved, when, and any notes — recorded and exportable.
Claims Queue
Annual Compliance Checklist
FY 2024–25Never miss a compliance deadline again
Custodian Community tracks your obligations across every trust and surfaces what needs action.
Automated compliance calendar
Every regulatory deadline visible in one place, with automatic reminders sent well in advance.
One-click report generation
Produce formatted trustee reports and CATSI-compliant documents in seconds.
Shared task lists with trustees
Assign compliance tasks, track completion and maintain a full record — all within the platform.
Give clients live dashboards, not static PDFs
Replace your monthly PDF update with a live financial dashboard your clients can access anytime.
Live balance & distribution tracking
Real-time fund balances, distribution totals and upcoming payment schedules.
Category-level spending analytics
Drill into health, education, housing and cultural distributions with a clear breakdown.
Multi-trust consolidated view
All client trusts in one dashboard — or drill into any single trust for detail.
Trust Financial Summary
Frequently asked by advisors
Still need more information?
Fill out the form below and our team will get back to you.
Message received
Thanks — we’ll be in touch shortly.
See Custodian Community
in action
Request a 30-minute personalised demo tailored to your trust's structure.