By Sharon Blake -
The Trust Lodgement Portal is now open for submissions. All law practices – including those that did not operate a trust account during the year – are required to complete their Part A in accordance with the Legal Profession Uniform Law (NSW) (Uniform Law) and Section 54 of the Legal Profession Uniform General Rules 2015.
Mandatory Requirements
By 30 April 2025
- Submit Part A (Confirmation of Trust Money), even if no trust money was held or received. (Estimated completion time: 1 minute)
By 31 May 2025 – If you held or received trust money between 1 April 2024 and 31 March 2025:
- Submit Part B (Statement of Trust Money); and
- Ensure submission of an External Examiner’s Report (EER) by your designated External Examiner, in accordance with Section 155 of the Uniform Law
What’s new in 2025
To assist you in meeting your trust obligations, we’ve introduced a range of new resources:
- A dedicated Trust Compliance section on our website
- A Trust Compliance Checklist summarising your annual submission requirements
- A comprehensive 2025 Trust Lodgement Portal Guidebook
- A list of Frequently Asked Questions about annual compliance
We’d Value Your Feedback
In Part B, we’ve included two optional questions — your responses will help us better understand the profession’s needs:
- What was the estimated cost of your external examination?
- What date did you provide all records to your external examiner?
Key Dates for Your Diary
- 30 April 2025 – Submit your Part A
- 31 May 2025 – Submit your Part B (if applicable)
- 31 May 2025 – Ensure your EER has been submitted (if applicable)
If you have feedback about the Portal or our support resources, we’d love to hear from you. Please don’t hesitate to get in touch — your input helps us improve.
Sharon is Chief Trust Account Investigator at The Law Society of NSW.
