#trustaccountant

Functions of an Assistant Agent & Trust Accounting

2020-09-15T14:22:29+10:00

Deciphering the legislation changes As of 23rd March 2020, we saw changes to the legislation which meant that Certificate of Registration Holders transitioned to Assistant Agents. The new legislation brought about some changes to the daily functions of a person working in a trust accounting role. They can no longer perform all of the same duties as prior to 23rd ... read more >>

Functions of an Assistant Agent & Trust Accounting2020-09-15T14:22:29+10:00

End of Month Angels COVID-19 Message

2020-03-22T22:57:11+10:00

As COVID-19 (coronavirus) continues to impact people and businesses across the world, we want to share an update on the steps that End of Month Angels is taking to ensure business continuity for our clients here in Australia. Safety of our Angels and clients is paramount, as such, we are taking prompt actions to minimise risk as much as possible. ... read more >>

End of Month Angels COVID-19 Message2020-03-22T22:57:11+10:00

NSW Reforms & Property Management Compliance

2020-02-18T23:55:09+10:00

There are certain components of the upcoming Licensing Reforms (23rd March reminder!) that specifically concern Property Managers and Property Manager compliance. As a quick summary, these points are: Current License holders will transition to Class 2 License holders Certificate of Registration holders will transition to Assistant Agents If you’re currently approving EOM payments, you will not be able to do ... read more >>

NSW Reforms & Property Management Compliance2020-02-18T23:55:09+10:00

NSW Licensing Reforms & Trust Accounting Compliance

2020-02-14T01:26:10+10:00

As you are all very hopefully aware the 2020 NSW licensing reforms come into effect on 23rd March this year. Here we summarise the changes that are coming your way, what you need to do to prepare and how it will affect you. The 2020 NSW Licensing Reforms in Brief What Has Changed? There is now a requirement to have ... read more >>

NSW Licensing Reforms & Trust Accounting Compliance2020-02-14T01:26:10+10:00

Stay Stress-Free and Breach-Free This Holiday Season

2019-03-28T06:24:46+10:00

The holiday season is so close we can feel it. We can smell the jasmine in the air, the Christmas decorations are up in the shops and Christmas party prep is well underway. So amongst all that, you may very well be planning your Christmas break from the office. As licensee, there are two requirements to ensure before you pack ... read more >>

Stay Stress-Free and Breach-Free This Holiday Season2019-03-28T06:24:46+10:00

A Licensee Holiday – Is There Really Such A Thing?

2019-03-28T06:24:46+10:00

Licensee holidays. They can be as elusive as snow on the roof on a hot Aussie Christmas Day. Yet, they can be done! Gone are the days where as Licensee you are all but forbidden to take some precious annual leave. No longer are you tied to the physical compound of your desk. With all the amazing advances that come ... read more >>

A Licensee Holiday – Is There Really Such A Thing?2019-03-28T06:24:46+10:00

Top 5 Tips to Keeping Your Trust Accountant

2019-03-28T06:24:47+10:00

When you love something let it go. Yes, all very well and good in the world of romance. Just not for your trust accountant. That is why we dedicate this blog on keeping your trust accountant for good. When you find a good trust accountant, you grab that baby, hold on tight and don't let go! You see your trust ... read more >>

Top 5 Tips to Keeping Your Trust Accountant2019-03-28T06:24:47+10:00

Minimise Your Risk in the Recruitment Process

2019-03-28T06:24:50+10:00

How to Avoid Falling Victim to a Bad Hire The recruitment process is on our mind this month. But it is most definitely not a new topic.  We’ve been blogging for years about the occurrence internal misappropriation of trust money by agency staff. Take a look: Not knowing about real estate bond theft makes you a rookie The importance of ... read more >>

Minimise Your Risk in the Recruitment Process2019-03-28T06:24:50+10:00

How to Avoid a New Year Recruitment Drive

2019-03-28T06:24:50+10:00

New Year Resolutions or New Year Job? The New Year brings not only New Year Resolutions in the bucketloads, but also a lot of thought about current employment options. It's a time where people decide to stay put if they are happy in their current role, or to make a change. We see many Trust Accountants decide to move on from ... read more >>

How to Avoid a New Year Recruitment Drive2019-03-28T06:24:50+10:00

How To Avoid Trust Accounting Mistakes of Epic Proportions

2019-03-28T06:24:53+10:00

The day our Director transferred $100,000 instead of $1,000…and how you can avoid the same mistake. Before you think, no - that can’t be right! Think again. Yes these mistakes can, and do happen (even to the best of us). Major mistakes can happen in the blink of an eye – whether from a momentary lapse in concentration or simple ... read more >>

How To Avoid Trust Accounting Mistakes of Epic Proportions2019-03-28T06:24:53+10:00
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