Thursday, 2 October 2025
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Do you want customised Trusts Accounting Training?
Onsite and customised training is also available, just contact us at info@legalwiseseminars.com.au to arrange training in your workplace.
Professional Skills
Trust Account Reviews: What to Expect and How to Prepare
- How to prepare for a trust account examination
- The most common breaches and why they happen
- What to do if you're delayed in recording transactions or transferring funds
Presented by Robert Liu CA CPA RTA MPA, Partner, Pitt Martin Group
Presenters
Robert Liu CA CPA RTA MPA, Partner, Pitt Martin GroupAs Principal of the full-service accounting firm Pitt Martin Group, Robert Liu is a certified External Examiner for Legal Trust Accounts with the Law Societies of New South Wales, Victoria, and Western Australia. With over a decade of practical experience in legal trust account examinations and bookkeeping, Robert and his team have an in-depth understanding of compliance requirements, common pitfalls, and Law Society recognised trust accounting software such as LEAP, Clio, etc. In addition, Robert is a registered tax agent and a member of both Chartered Accountants ANZ and CPA Australia. Robert and Pitt Martin Group’s achievements have been widely recognised, including the 2018 CPA NSW President’s Award for Excellence, being named a Finalist in the 2020 Australian Small Business Champion Awards, the 2021 Accountants Daily Accounting Firm of the Year Award, the 2022 Start-up Firm of the Year Award, and the 2023 Hong Kong–Australia Business Association Business Award.
