Trust accounts

Trust accounts update for members

11 Mar 2021

Trust accounts update for members

Important information relating to the trust account year ending 31 March 2021.

Changes to trust account irregularity notifications

27 Feb 2020

Changes to trust account irregularity notifications

Trust account irregularities no longer need to be reported when the error is made by clients or third-parties who have deposited trust funds in the office account.

General information

General information

General information about trust accounts, including important dates in the trust accounting year.

PEXA implications

PEXA implications

PEXA and implications regarding trust money for NSW conveyancing matters.

BPAY withdrawals

BPAY withdrawals

Advice on BPAY withdrawals from trust accounts.

Investment Money

Investment Money

How do I deal with trust money invested on behalf of a client?

Power Money

Power Money

What is trust money subject to a power, and how should it be dealt with?

Controlled Money

Controlled Money

What is controlled money, and how do I properly receipt and register it?

Information for trust account examiners

Information for trust account examiners

Information for trust account examiners, including criteria for designation as an external examiner.

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