Know where your agency stands, before an audit does.
The Archer Institute Office Health Check is an independent review of your agency compliance, trust account practices, records and supervision. You get a clear written report with the gaps and the actions to take, in priority order.
An independent read on how your agency is really running.
Compliance gaps rarely announce themselves. A trust account habit, a missing disclosure, supervision guidelines that no longer match how the office works. On their own they seem small, until an audit or a complaint brings them together.
The Office Health Check gives you an honest, outside view. We review the way your agency actually operates against the current requirements for your state, and hand you a plain-English report you can act on straight away.
- An independent review, run for your agency alone
- Private and confidential, nothing goes to a regulator
- A written report with gaps ranked by priority
- Practical actions, not just a list of problems
- A walk-through so you know what to do next
$1,500 per agency. Scope confirmed with you before we start.
The areas that matter most
We focus on where agencies are most exposed, and we can weight the review towards the areas you are most concerned about.
Trust account practices
How your trust account is handled day to day, from receipting and reconciliations to record keeping, against what an auditor looks for.
Records and agreements
Agency agreements, disclosures and file records, checked for the documents and details your state authority expects to see.
Advertising and marketing
Price representations, disclosures and marketing material, reviewed against fair trading and advertising rules.
Supervision guidelines
Whether your documented supervision guidelines exist, are current, and reflect how your agency actually runs.
Licensing and CPD currency
That your team hold current registrations or licences and are up to date on their continuing professional development.
Privacy and complaints handling
How you collect and store client information, and how complaints are recorded and resolved.
A clear process, start to finish
Book and scope
We agree what to review and the best time. You tell us how your agency is set up and where you would like us to focus.
We review your systems
Our team reviews your documents, processes and records against the current requirements for your state, discreetly and in confidence.
You get a written report
You receive a clear report that sets out what is working, where the gaps are, and the actions to take, ordered by priority.
We walk you through it
We talk you through the findings so you know exactly what to do next, and can point you to the training or resources that close each gap.
Built for principals who carry the risk.
If your name is on the licence, the gaps are your responsibility. The Office Health Check helps you see them first.
- Principals who want to know where they stand before an audit
- Licensees in charge responsible for trust accounts and supervision
- Practice managers tightening up systems and records
- Agencies onboarding new staff or opening a new office
- Anyone who would rather find a gap themselves than have a regulator find it
Office Health Check FAQs
What is an Office Health Check?+–
It is a structured, independent review of your agency compliance and systems. We look at how your agency runs against the current requirements for your state, then give you a written report with prioritised, practical actions. It is a private readiness review for your own use, run by people who understand agency practice.
Is this a government audit?+–
No. It is a private review you commission for your own agency. Nothing is reported to a regulator. The point is to help you find and fix gaps in your own time, before a formal audit or a complaint puts them under a spotlight.
What does the Office Health Check cover?+–
Trust account practices, records and agency agreements, advertising and marketing compliance, supervision guidelines, staff licensing and CPD currency, and privacy and complaints handling. We can weight the review towards the areas you are most concerned about.
What do I get at the end?+–
A written report that sets out what is working, where the gaps are, and the actions to take in priority order, plus a walk-through so you know exactly what to do next.
How much does it cost?+–
An Office Health Check is $1,500 per agency. Send an enquiry and we will confirm scope and the next available time.
Can Archer help fix the gaps we find?+–
Yes. As a Registered Training Organisation, RTO 45020, we can point you to the training, CPD and resources that close each gap, including supervision guidelines and policies and procedures for your agency.
Book your Office Health Check
Tell us about your agency and where you would like us to focus. We will confirm scope and the next available time. Prefer to talk now? Call 1800 069 273 or email info@archerinstitute.edu.au.
