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Trust records templates

To assist your law practice to accurately record all trust and controlled money information in a way that complies with legislative requirements, the Trust Accounts Department has set up templates in Microsoft Word which you can download below and customise with your firm’s data.

The templates cover the following records.

Trust Records

Trust Account Receipt

Trust Account Receipts Cashbook

Trust Cheque Requisition Record

Trust EFT Requisition Record

Trust Account Payments Cashbook

Trust Transfer Journal

Trust Ledger Account

Trust Reconciliation Statement

Trust Trial Balance Statement

Controlled Money Records

Controlled Money Receipt

Controlled Money Payment Record

Controlled Money Movement Record

Controlled Money Listing