2025 is here—and with it comes a wave of regulatory, technological, and operational shifts that every Australian property manager needs to stay ahead of. Whether you're managing commercial assets in Sydney or residential portfolios in Perth, your Yardi system is at the heart of your operations. But when was the last time you truly audited it?
At Assetsoft, we specialise in helping property businesses get the most from Yardi—not just with day-to-day use, but through smart, future-ready configuration. We've put together a comprehensive checklist of 15 must-have Yardi configurations tailored for Australian compliance and competitiveness in 2025.
Run through this list—and if you're not sure where your system stands, Assetsoft can run the full audit for you and implement every change. Let’s dive in.
1. Privacy Compliance (2025 Privacy Act Updates)
Australia’s Privacy Act reforms now impose stricter requirements on how personal information is collected, stored, and accessed.
Yardi Optimization:
- Review of user roles & permissions
- Implement data retention rules
- Enable full audit logging and reporting
- Integrate consent-tracking fields into tenants and applicant records
2. AML/CTF Readiness (AUSTRAC-Linked Modules)
Real estate is under increased scrutiny from AUSTRAC. Be ready before the regulators come knocking.
Yardi Optimization:
- Activate customer due diligence (CDD) tracking
- Automate identity verification workflows
- Configure suspicious activity reporting triggers
- Document KYC processes within workflows
3. State-Specific Rental Law Settings (NSW, VIC, QLD, etc.)
Each state outlines specific regulations concerning rent increases, notice requirements, bond lodgment, and the rights of tenants.
Yardi Optimization:
- Configure lease templates by state
- Automate notice period rules
- Integrate bond workflows with state portals (e.g., RTBA in Victoria)
- Embed automated alerts for rental increase limits
4. AI Tools Activation (Yardi Elevate & Assetsoft Integrations)
AI isn’t the future; it’s already here. Let it handle the heavy lifting.
Yardi Optimization:
- Activate predictive analytics in Yardi Elevate
- Enable automated maintenance triage using AI
- Integrate with Assetsoft’s AI Insights Hub for deeper financial forecasts
- Use AI bots to assist with tenant communications and FAQs
5. Integration with E-Invoicing (PEPPOL Compliance)
The government is pushing e-invoicing adoption—avoid the lag.
Yardi Optimization:
- Ensure compatibility with PEPPOL standard
- Configure auto-matching for AP workflows
- Integrate with preferred e-invoicing providers
6. ESG Reporting Configurations
Investors are demanding visibility into your ESG practices.
Yardi Optimization:
- Activate energy, emissions, and waste tracking in Yardi
- Set up ESG dashboards for reporting
- Schedule automated monthly reports for stakeholders
7. Trust Accounting Validation Rules
Avoid audit flags and trust account compliance issues.
Yardi Optimization:
- Lock down bank reconciliation controls
- Enforce double-signature workflows
- Automate journal approval chains
8. Workflow Automation (Save Hours Every Week)
Still doing manual approvals? Time to fix that.
Yardi Optimization:
- Automate invoice approvals by threshold
- Set up recurring workflows for lease renewals
- Route tasks based on team load and geography
9. Online Tenant Portals (Digitised Experience)
Renters expect digital-first interactions.
Yardi Optimization:
- Enable self-service lease renewals
- Activate maintenance request tracking
- Add digital payment methods, including PayID
- Connect chatbots for 24/7 assistance
10. Inspection and Compliance Scheduling
Stay ahead of fire safety, smoke alarms, and building inspections.
Yardi Optimization:
- Set automated inspection schedules
- Trigger compliance notifications
- Integrate third-party inspector workflows
11. Reporting Suite for Owners and Investors
Reports that don’t suck—finally.
Yardi Optimization:
- Customize dashboards by asset class and investor type
- Automate monthly and quarterly packs
- Visualise capex vs opex over time
12. Budgeting and Forecasting Alignment
2025 is about agility. Your budgets need to keep up.
Yardi Optimization:
- Sync real-time data with budget assumptions
- Model multiple scenarios
- Align budgeting tools with AI predictions
13. Mobile Enablement for Onsite Teams
Your team doesn’t sit behind a desk. Your tools shouldn’t either.
Yardi Optimization:
- Activate mobile apps for inspections, maintenance, and leasing
- Allow digital signatures on mobile
- Set up field-data syncing with central dashboards
14. Data Integrity and Duplicate Management
Bad data = bad decisions.
Yardi Optimization:
- Automate duplicate detection
- Create alerts for incomplete records
- Set required field rules for onboarding
15. Role-Based Access Control & Segregation of Duties
Audit protection starts with strong access control.
Yardi Optimization:
- Review all user roles and privileges
- Enforce dual control for sensitive actions
- Run monthly access review reports
The Bottom Line: Don't Just Use Yardi—Optimise It
Yardi is a powerful platform, but without proper configuration, it’s just another overbuilt system underutilised. With 2025 bringing sweeping regulatory change, AI evolution, and tenant expectations, now is the time to act.
At Assetsoft, we specialise in deep Yardi audits, configuration tuning, and implementation—tailored for the complexities of Australian real estate.
Ready to Optimise?
Book your 2025 Yardi Audit with Assetsoft today.
Let’s make sure your system is compliant, intelligent, and delivering ROI.