Establish and Manage Agency Trust Accounts


This unit of competency specifies the outcomes required to establish and manage trust accounts in an agency context. It includes reviewing agency accounts for compliance with trust account requirements, establishing and managing trust accounts, maintaining records of trust transactions, and monitoring and reviewing trust accounts.


This course will cover the following:

  • Application of financial management and accounting principles and knowledge
  • Commitment to client service and maintenance of client confidentiality
  • Complying with legislative requirements for the operation and auditing of agency trust accounts
  • Maintaining records of trust transactions
  • Monitoring and reviewing agency trust accounts
  • Reviewing agency trust accounts for compliance


Upon completion students will be able to:

  • Establish, manage and control trust accounts.
  • Monitor and review trust account
  • Authorise and verify trust accounts.



To enrol in this course, please complete the attached Registration Form


This training contributes to the development of competence in CPPDSM4006A Establish and manage trust accounts, which forms part of the nationally recognised qualifications (CPP50307) Diploma of Property Services (Agency Management) and (CPP40307) Certificate IV in Property Services (Real Estate).