NSW On-Demand Webinar: Dealing with Client Monies

Date/Time: This is an On-Demand (Recorded) Webinar, available to be purchased and completed at your convenience.
Location: SCA e-Learning Platform

CPD Category: Elective
Licence Class: Class 1 & Class 2
CPD Learning Area: Trust Accounting Principles & Audit requirements
CPD Allocation: 1 Hour

Topic Overview:

  • Core Principals
  • Obligations
  • Operation of a Client Account
  • Internal Controls
  • Authorisations
  • Records
  • Record Retention>Reconciliations
  • Reporting
  • Internal Controls

Learning Outcomes 

  • Operations of the client account
  • Internal controls around appropriate authorisation, documentation and reconciliation
  • Record keeping of invoices, contracts, BAS and bank statements
  • Term of keeping records
  • EOM reconciliations
  • CPD evidence

    Presented by: 
    Joel Russell, BBus, CA, Client Director, Kelly & Partners

    Education Terms and Conditions can be found in our Education Handbook.

  • When
    3/23/2020 9:00 AM - 3/22/2021 12:00 PM

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