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Trust Account Administrators 2019

Trust Account Administrators 2019
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One of the important duties of a solicitor practising on their own account is to maintain clear and reliable trust account records, which are up to date and in compliance with professional duties and trust accounting regulations. Frequently, the day-to-day duties associated with trust account recording fall to a staff member on whose skills and diligence the firm depends. This course equips trust accounting staff with the necessary technical knowledge and self-confidence to operate effectively and efficiently.

This practical course has two elements: pre-course work and a half-day workshop.

The course will cover:
  • Legal obligations
  • Regulatory requirements
  • Recording transactions
  • Processing transactions
  • Reconciling the trust account
  • File closure
  • End of month review
  • Issues and common faults.

Learning objectives

You will gain the knowledge, skills and confidence necessary to keep a trust account in good order.


You will study the course manual and complete a number of practical exercises prior to the workshop. This will require about 20 hours of pre-course work. You will then work through other exercises provided at the workshop session, discuss solutions and have an opportunity to ask questions.

Who should attend

New trust accounting staff in need of tuition, legal executives or legal secretaries in small practices for whom the trust account has been added to their duties, and trust accounting staff wanting a refresher on the fundamentals. This course is limited to employees of a practising lawyer.

Level of experience

Please indicate on the registration form whether you would class yourself as “inexperienced”, “some experience” or “moderately experienced” in trust accounting. This will help us organise groups on the day.


The course manual with pre-course exercises (and solutions at the back) will be distributed to registrants before the workshop. Early enrolment is recommended so that you have enough time to do the preparation. You will also receive a folder with additional exercises when you register on the day.


  • Registration: 8.15am
  • Start: 8.30am
  • Finish: 1.00pm


  • Philip Strang, NZLS Inspector, Christchurch

Fee (incl GST)


  • $380

Do you want to register more than one person for this course? Click here

Download PDF brochure and registration form here.

Napier 19 March
Wellington  20 March
Nelson 21 March
Auckland 1  3 April
Auckland 2 4 April
Christchurch 9 April
Auckland 3 18 September
Hamilton 19 September

Cancellation and refund policy

Minimum and maximum numbers apply. Registrations will be accepted on a first-come/ first-served basis. Registrations close 10 working days before the presentation date (the closing date). NZLS CLE Ltd reserves the right to cancel any session that does not reach the budgeted minimum number of registrations. This decision will be made on the closing date and a full refund will be made to each registrant of the cancelled session. If you cancel your registration before the closing date, a refund will be made, less a $75 administration fee if materials returned in new condition or $125 if you retain your course materials. After the closing date, there will be no refund. You may transfer your registration to another person until five working days before the presentation. Please advise NZLS CLE Ltd in writing of the change.

freephone (within NZ)
0800 333 111


04 472 7837

04 463 2986

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand