COURSE CATEGORY
Ethics and professional responsibility
Ethics must be apart of your trust account’s DNA
Reviewed on 12 November 2025.
Competence in trust accounting is fundamental to ethical legal practice, safeguarding both client funds and a lawyer’s professional integrity. The Australian Solicitor Conduct Rules lay out clear standards that emphasise accountability, transparency, and meticulous financial management.
A lawyer’s duty to act ethically goes beyond simply managing a trust account; it demands a thorough understanding of rules that protect client interests and uphold the reputation of the legal profession.
This course will take you through:
- Ethics in the context of trust accounting
- Obligations on principals of law practices; and
- Relevant cases, authorities, rules and legislation that apply to you
Completion of this course will earn you 1 CPD unit
TARGET AUDIENCE
Solicitors in general practice.
CPD POINTS
0.5
TYPE
Video based interactive module
Frances Moffitt
Fran has Professional qualifications in Accountancy and Law. She has considerable experience both as a solicitor and trust account investigator. Her professional knowledge and experience include taxation; insolvency; proceeds of crime and 8 years as a trust account investigator.
Fran was employed as a Regulatory Compliance Solicitor in the Professional Standards Department at the Law Society of NSW for over 16 years where she assisted practitioners with all regulatory aspects of legal practice. During this time Fran developed a detailed knowledge of the Legal Profession Uniform Law (NSW) the Legal Profession Uniform General Rules 2015 and the Legal Profession Uniform Legal Practice (Solicitors’ Rules) 2015.
Her professional skills include a strong consultative and education focus in the areas of trust accounts; practising certificates, practice structures and in particular the establishment of new and merging partnerships and incorporated legal practices
