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Trust Account Administrators

Trust Account Administrators
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17 June 2020

The courses in Auckland on 16 September and in Hamilton on  17 September are taking place in person as scheduled.

As the Auckland course is currently full, please consider attending the Hamilton session, or contact us to be placed on waiting list.

One of the important duties of a solicitor practising on their own account is to maintain clear and reliable trust account records, which must be up to date and in compliance with professional duties and trust accounting regulations. Frequently, the day-to-day duties of trust account recording fall to a staff member on whose skills and diligence the firm depends. This course equips attendees with the technical knowledge and self-confidence to administer a trust account 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 objective

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 some practical exercises before the workshop. This will require about 20 hours.

At the workshop you will work through other exercises, discuss solutions and have an opportunity to ask questions.

Note: Each workshop session is limited to 20 participants

Who should attend

The course has been revised and updated for 2020 and we now offer two options:

Group A (*4 CPD hours)
New trust accounting staff including legal secretaries and legal executives should take the full course. Staff with some experience wanting an update will also benefit.

Group B (*3 CPD hours)
Experienced staff who want an update but are confident in the fundamentals should register for this ‘refresher’ course.

  • Please indicate your level of experience on the registration form.
  • Please note the course is limited to employees of a practising lawyer.


The course manual which includes pre-course exercises (with answers provided) will be couriered to you before the workshop. You will also receive access to a web page with further background reading. Early enrolment is recommended so that you have enough time to prepare.

Another folder of exercises will be given to you on the day.


  • Registration: 8.15am
  • Start: 8.30am
  • Finish: Group A 1.00pm, Group B 12.00pm


  • Melanie Ashall, NZLS Inspector, Hamilton
  • Philip Strang, NZLS Inspector, Christchurch

Fee (incl GST)


  • Group A: Inexperienced, some experience, moderately experienced -  $390
  • Group B: Experienced - $340

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

Download PDF brochure and registration form here.

Invercargill 17 March
Wellington 18 March
Palmerston North 19 March
Tauranga 31 March
Auckland 1 1 April
Auckland 2  2 April
Christchurch 7 April
Auckland 3 16 September
Hamilton  17 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.

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

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Trust Account Administrators - Auckland 3

16 September - Ellerslie Event Centre

NZ $390.00
Please indicate your experience level
Course full. Please email us to request to go on the wait list

Trust Account Administrators - Hamilton

17 September - FMG Stadium Waikato

NZ $390.00
Please indicate your experience level

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freephone (within NZ)
0800 333 111


04 472 7837

04 463 2986
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand