# Event Details - **Event Name**: Trust Account Reviews: What to Expect and How to Prepare - **Event Start and End Date**: Thu, 12 Mar, 2026 at 06:00 pm – Thu, 12 Mar, 2026 at 07:30 pm - **Event Description**: Drawing on extensive experience in legal trust account examinations, this session will provide clear, practical guidance on trust accounts.About this EventAre you prepared for your next Law Society trust account examination?Whether you are facing your first external examination or have been reviewed for years, understanding the expectations and avoiding common compliance issues is essential. This practical seminar will walk you through what examiners look for, frequent breaches, and how to properly prepare your firm.Drawing on extensive experience in legal trust account examinations, this session will provide clear, practical guidance on reconciliations, statutory deposit requirements, record-keeping obligations, and Part A & B lodgements, Law Trust AccountHybrid Format – Join Us Your WayThis seminar will be delivered both in person and online.? Online attendees will receive full access to the live presentation and Q&A.?️ In-person attendees will enjoy:Snacks and refreshmentsOpportunity to network with fellow practitionersDirect access to the speaker for questions after the sessionIf you can attend in person, we highly encourage it for the added networking experience.What We’ll Cover✅ Preparing for a Trust Account ExaminationWhen to engage an external examinerSelecting certified trust accounting software (including LEAP and Clio)Maintaining compliant records and reconciliationsUnderstanding Law Society reporting requirementsCorrect completion of Part A and Part B⚠️ Common Breaches IdentifiedMissing statutory timeframes (5, 14, 15 and 20 working day requirements)Reconciliation discrepanciesStatutory deposit issuesIncomplete trust statements and controlled money recordsDormant ledger and unclaimed money obligationsPart A & B reporting inconsistenciesYou will leave with practical steps to strengthen compliance systems and reduce regulatory risk.Who Should Attend?Law practice principals and partnersPractice managersTrust account and finance staffFirms preparing for their first trust examinationFirms looking to improve compliance systems? Places are limited for in-person attendance. Early registration is recommended.About RobertRobert Liu CA CPA RTA MPAPrincipal, Pitt Martin GroupRobert is a Certified External Examiner for Legal Trust Accounts with the Law Societies of New South Wales, Victoria and Western Australia. With approximately a decade of hands-on experience in trust account examinations and bookkeeping, he brings deep expertise in compliance requirements, common deficiencies, and Law Society-recognised trust accounting software.In addition to his trust account specialisation, Robert is a registered tax agent and mortgage broker, and a member of Chartered Accountants ANZ, CPA Australia and FBAA. Under his leadership, Pitt Martin Group has received multiple industry recognitions, including the CPA NSW President’s Award for Excellence and national accounting firm awards. - **Event URL**: https://allevents.in/sydney/trust-account-reviews-what-to-expect-and-how-to-prepare/100001984135053356 - **Event Categories**: workshops, art, fine-arts - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: AUD ## Event venue details - **city**: Sydney - **state**: NS - **country**: Australia - **location**: CPA Australia - **lat**: -33.8615765 - **long**: 151.20696509999993 - **full address**: CPA Australia, Level 3, Sydney, Australia ## Event gallery - **Alt text**: Trust Account Reviews: What to Expect and How to Prepare - **Image URL**: https://cdn-az.allevents.in/events4/banners/48283cff7566f7ca7dbd7e0aabef3a40a92169dfc7a20092020d83934e3f88a4-rimg-w960-h618-dcf0f0f0-gmir.jpg?v=1772726356 ## FAQs - **Q**: When and where is Trust Account Reviews: What to Expect and How to Prepare being held? - **A:** Trust Account Reviews: What to Expect and How to Prepare takes place on Thu, 12 Mar, 2026 at 06:00 pm to Thu, 12 Mar, 2026 at 07:30 pm at CPA Australia, Level 3, Sydney, Australia. - **Q**: Who is organizing Trust Account Reviews: What to Expect and How to Prepare? - **A:** Trust Account Reviews: What to Expect and How to Prepare is organized by CPA Young Professionals Networking Group. - **Q**: Who is this event for? Is it right for me? - **A:** Trust Account Reviews: What to Expect and How to Prepare is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Sydney, this event is thoughtfully curated to deliver a standout experience worth every moment. If Trust Account Reviews: What to Expect and How to Prepare sounds like your kind of event, don't wait - spots fill up fast. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "Trust Account Reviews: What to Expect and How to Prepare", "image": "https://cdn-az.allevents.in/events4/banners/48283cff7566f7ca7dbd7e0aabef3a40a92169dfc7a20092020d83934e3f88a4-rimg-w960-h618-dcf0f0f0-gmir.jpg?v=1772726356", "startDate": "2026-03-12", "endDate": "2026-03-12", "url": "https://allevents.in/sydney/trust-account-reviews-what-to-expect-and-how-to-prepare/100001984135053356", "location": { "@type": "Place", "name": "CPA Australia", "address": { "@type": "PostalAddress", "streetAddress": "Level 3", "postalCode": "2000", "addressLocality": "Sydney", "addressRegion": "NS", "addressCountry": "AU" }, "geo": { "@type": "GeoCoordinates", "latitude": "-33.8615765", "longitude": "151.20696509999993" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Drawing on extensive experience in legal trust account examinations, this session will provide clear, practical guidance on trust accounts.", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "AUD", "availabilityStarts": "2026-04-06", "availabilityEnds": "2026-03-12", "validFrom": "2026-04-06", "lowPrice": "0.00", "highPrice": "0.00", "price": "0.00", "url": "https://allevents.in/sydney/trust-account-reviews-what-to-expect-and-how-to-prepare/100001984135053356" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "AUD", "availabilityStarts": "2026-04-06", "availabilityEnds": "", "validFrom": "2026-04-06", "url": "https://allevents.in/sydney/trust-account-reviews-what-to-expect-and-how-to-prepare/100001984135053356", "price": 0, "name": "General Admission" } ], "organizer": [ { "@type": "Organization", "name": "CPA Young Professionals Networking Group", "url": "https://allevents.in/org/cpa-young-professionals-networking-group/18315821", "description": "We are the CPA Young Professionals Networking group, the networking group for students, ASA and CPA members.Whether you’re a student, just graduated or just starting out, we’re helping members grow and develop their careers, and make a few friends along the way!We hold networking events throughout the year which cater to our members needs and are great chance to get to know your fellow members, so join us at one of our next networking event!Email us at CPA.AMNG@outlook.com2020 Event Schedule12 March 2020 (Thursday)22 October 2020 (Thursday)12 November 2020 (Thursday)Dates may change due to speaker availability, please refer to our emails and open events for the correct date(s) " } ] } ] ```