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Trust Account Administrator 2022

Trust Account Administrator 2022
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Registrations open soon - Would you like to be notified when registrations open?

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.

Please Note: In an effort to increase the accessibility of this workshop, three online sessions will be held in 2022. These online sessions will replace the face-to-face sessions previously held in some smaller centres.

Presenters: Melanie Ashall will present all sessions except Christchurch which will be presented by Kane Smith
Auckland 1 5 April
Auckland 2 6 April
Live Online 1 12 April
Christchurch 12 July
Wellington 13 July
Live Online 2 19 July
Auckland 3 13 September
Hamilton 14 September
Live Online 3 20 September
freephone (within NZ)
0800 333 111

[email protected]

04 472 7837

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

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand