Trust Accounting Problems for Lawyers: What to Expect and How to Prepare

Monday, 30 March 2026
Description

Attend and earn 1 CPD unit in Ethics and Professional Responsibility
This program is applicable to practitioners from all States & Territories

 * This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules 

Practical Legal Ethics
Trust Accounting Problems for Lawyers: What to Expect and How to Prepare

 

  • Understanding trust account basics and regulatory compliance
  • Common breaches and how to prevent these happening in your firm
  • How to best prepare for a trust account examination

Presented by Shelby Earl, Director, Audit and Assurance, RSM Australia

Chair

Peta Willoughby, Barrister, Level 16 Inns of Court 

Presenters


Peta Willoughby, Barrister, Level 16 Inns of Court
Peta Willoughby is an experienced practitioner, predominantly in the areas of employment, industrial relations and safety law. She was called to the Queensland Bar in 2021 and represents both employees and employers across all industries and government. Peta is recognised by Doyle’s Guide as a recommended practitioner in the area of employment and safety in Queensland. She has a particular interest in dispute resolution, regulatory and civil litigation.


Shelby Earl, Director, Audit and Assurance, RSM Australia
Shelby Earl is a Director in RSM Australia’s Audit & Assurance practice and a key leader within the firm’s regional audit offering, including national responsibility for leading RSM’s trust accounting audit teams. With more than 13 years’ experience, Shelby delivers comprehensive audit and assurance services to a diverse client base across both the public and private sectors. Shelby is known for her highly engaged and practical approach to audit, working closely with clients to understand their operations, identify key risks, and deliver outcomes that are both technically robust and commercially relevant. She is a member of Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting and Quantitative Business Analysis) and a Graduate Diploma of Chartered Accounting. Shelby is passionate about developing high‑performing teams and supporting clients to meet their regulatory obligations while adding value beyond compliance. In recognition of her professional leadership and contribution to the audit profession, Shelby was nominated and named a finalist in the 2022 Women in Finance Awards – Auditor of the Year category. She is a Registered Company Auditor and an Approved External Examiner with strong governance and risk expertise, including specialist experience in financial statement audits, solicitor and real estate trust account audits, grant acquittal audits and compliance‑based engagements.

OND263Q17B2

Trust Accounting Problems for Lawyers: What to Expect and How to Prepare

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

[]
Single Session
Monday, 30 March 2026
to Australia/Brisbane
CPD Points 1
$160.00
On Demand 20260501 20260330

Interactive On Demand

Register
Register
Claim uncapped CPD units from this interactive program.

*Check your rules on interactive recordings.
[]
[]
[]
[]
[]
[]
[]
[]