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AUSTRAC Tranche 2
Module 01 of 4 · Proximo Comply Staff Training

AML/CTF Foundations — The Framework Your Firm Must Understand

What money laundering and terrorism financing are, why professional services firms are targeted, and the legal obligations that now apply to you under AUSTRAC Tranche 2.

20 min · 4 sections · 1 knowledge check · Certificate inside platform
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Section 01

What Is Money Laundering?

Money laundering is the process by which criminals disguise the illegal origins of funds so they appear to come from a legitimate source. It typically occurs in three stages: placement (introducing criminal proceeds into the financial system), layering (moving funds through multiple transactions to distance them from the source), and integration (reintroducing funds into the legitimate economy as apparently lawful assets).

Terrorism financing involves providing funds or financial services to support terrorist acts or organisations. Unlike money laundering, the funds may originate from legitimate sources — the criminality lies in their intended use.

Scale in Australia

AUSTRAC estimates A$5–10 billion is laundered through Australia annually. Professional services firms are consistently identified as high-risk channels because they handle trust funds, facilitate property transactions, and create corporate structures that can be exploited for layering and integration.

Section 02

Why Professional Services Firms Are Targeted

Professional services firms are attractive to money launderers for reasons inherent to the services they provide:

  • Trust accounts — law firms and conveyancers hold client funds in trust, providing a legitimate-appearing vehicle for moving money.
  • Corporate structures — lawyers, accountants, and trust and company service providers create companies and trusts that can be used to layer funds and obscure beneficial ownership.
  • Real property — property transactions are a classic integration mechanism. Purchasing then selling property with criminal funds produces apparent capital gains from a legitimate asset.
  • Cross-border transactions — international clients and offshore structures provide additional opportunities for layering that are harder for any single regulator to monitor.
FATF Designation

The Financial Action Task Force (FATF) designates lawyers, accountants, conveyancers, and real estate agents as Designated Non-Financial Businesses and Professions (DNFBPs). Australia's Tranche 2 reforms bring Australian DNFBPs into line with standards the UK, EU, Canada, and New Zealand implemented years ago.

Section 03

The Legal Framework — What Applies to You

The Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act), as amended by the AML/CTF Amendment Act 2024, brings professional services firms into the regime as reporting entities from 1 July 2026.

Your obligations as a staff member include:

  • Knowing and following your firm's AML/CTF programme
  • Conducting customer due diligence before commencing new client relationships
  • Monitoring existing client relationships on an ongoing basis
  • Recognising and escalating suspicious matters to your AML/CTF Compliance Officer
  • Completing this training and any subsequent refresher training
  • Maintaining records in accordance with the 7-year retention requirement
Maximum Penalties

The maximum civil penalty under the AML/CTF Act is A$33 million per breach for a body corporate. Individual practitioners also face personal liability. Westpac was fined A$1.3 billion and CommBank A$700 million for systemic AML/CTF failures.

Section 04

Designated Services — When the Obligations Apply

AML/CTF obligations are triggered when your firm provides a designated service under Schedule 1 of the AML/CTF Act. For law firms, designated services include receiving funds into trust for property or business transactions, acting as nominee director or trustee, and creating or managing legal persons on behalf of clients. For accounting firms, they include company or trust administration, business advisory in connection with acquisitions, and preparation of financial statements for designated transactions.

Important

If you are unsure whether a specific matter involves a designated service, ask your AML/CTF Compliance Officer before proceeding. The obligations attach from the moment a designated service is provided.

Knowledge Check — Module 01

Which of the following best describes the "layering" stage of money laundering?

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