Trust Accounting Forms
For all trust accounting and trust form enquiries please contact John Zuleta at john.zuleta@lst.org.au.
- Trust Form 1 Investment Money Register
- Trust Form 2 Trust Account Monthly Reconciliation
- Trust Form 3 Receipt
- Trust Form 4 Register of Powers & Estates
- Trust Form 5 Record of Controlled Money Movements
- Trust Form 6 Opening a General Trust Account
- Trust Form 7A Notification Intention to Close or Cease Practice
- Trust Form 7B Notification of Practice Ceasing to Receive or Hold Trust Money
- Trust Form 8 Notification – Trust Account Signatories & EFTs
- Trust Form 9 Report of an Irregularity
- Trust Form 10 Designated Deposit Account
- Trust Form 11 Certificate of Bill of Exchange
- Trust Form 11A Bill of Exchange
- Trust Form 12 Application-for-Exemption-from-lodging-into-DDA
- Trust Form 13 Closing a General Trust Account