Establish and manage a trust account

Welcome to the workshop – Establish and Manage a Trust Account

This workshop describes the skills and knowledge required to establish and manage a trust account, including setting up account processes, maintaining accurate records, processing transactions, and ensuring compliance with legislative, financial, and workplace requirements.

This workshop applies to individuals working in business, legal, real estate, and other regulated environments where trust accounts are established and managed.

Workshop outcomes:

• Review trust account for compliance with trust account requirements
• Establish and manage trust accounts
• Manage and control trust accounts
• Monitor and review trust accounts
• Authorise and verify trust accounts