Trust accounting is the financial backbone of any real estate agency and the area of highest regulatory risk. Whether you are stepping into a Trust Accountant role for the first time or you are a seasoned Principal seeking a high-level compliance refresher, this intensive half-day course provides the clarity and confidence needed to manage agency funds with precision.

Key Learning Outcomes

• Legislative Mastery: Navigate the current Acts and Regulations governing real estate trust accounts to ensure 100% compliance.

• The Audit Trail: Learn how to produce accurate financial reports that satisfy internal stakeholders and external auditors alike.

• Risk Detection: Develop a 'detective’s eye' for identifying discrepancies, bank reconciliation errors, and potential fraudulent activity before they escalate.

• Best Practice Procedures: Implement workflows for receipting, processing payments, and end-of-month procedures that align with industry gold standards.

• The OIEC’s Responsibility: A specialized focus on the legal obligations of the Officer in Effective Control to supervise and control trust money.

Who Should Enroll?

• New Trust Accountants: To build a compliant foundation from day one.

• Principals & OIECs: To understand their personal liability and oversight requirements.

• Office Managers: To streamline administrative workflows and ensure office-wide consistency.

A light morning tea will be served throughout the session.