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Trust Account Administrators 2019

Trust Account Administrators 2019
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Registrations open soon - Would you like to be notified when registrations open?

One of the important but sometimes onerous duties of a solicitor practising on their own account is to maintain clear and reliable trust account records, up to date and in compliance with the trust accounting rules and regulations. Most often the day-to-day duties associated with operating the trust account fall to a staff member who receives little or no training in the office, but on whose skills and diligence the trust account depends.

This half-day workshop, with prior learning tasks, is for trust account administrators.

The course has two elements:

  • A distance learning programme
    This will require about 20 hours to complete. You will study the course manual and work through a number of exercises relating to:
    – legal obligations
    – recording transactions
    – processing transactions
    – reconciling the trust account.
  • A half-day workshop
    This will start with a brief recapitulation of the distance learning content. Then you will learn about:
    – key internal controls
    – reporting procedures.
Presenter: Philip Strang
Napier 19 March
Wellington  20 March
Nelson 21 March
Gisborne 2 April
Auckland 1  3 April
Auckland 2 4 April
Christchurch 9 April
Auckland 3 18 September
Hamilton 19 September
freephone (within NZ)
0800 333 111


04 472 7837

04 463 2986
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand