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.

Format

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: All sessions are limited to 20 participants.

Who should attend

This course is for trust accounting staff including legal secretaries and legal executives.

There are two options, based on your level of experience with trust accounting:

Group A (*4 CPD hours)
New trust accounting staff should register for this full course which includes ‘the fundamentals’.

Group B (*3 CPD hours)
Experienced staff who 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.

Materials

The course manual which includes pre-course exercises (with answers provided) will be couriered to you when payment has been received. Early registration is recommended so that you have enough time to prepare.

Further exercises will be provided to you on the day.

Timing

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

Presenters

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

Fee (incl GST)

Workshop

• 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.

Auckland 1	31 March
Auckland 2	1 April
Live Online 1	6 April
Christchurch	14 July
Wellington	15 July
Live Online 2	20 July
Auckland 3	14 September
Hamilton	15 September
Live Online 3	21 September

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.