Trust and Legal Accounting

At Maximise Bookkeeping & Tax, we provide specialised trust and legal accounting services tailored for law firms, conveyancers, and professionals managing client funds. Our services are fully compliant with the Law Society of NSW Trust Accounting Guidelines, the Legal Profession Uniform Law (LPUL), the Legal Profession Uniform General Rules 2015, and relevant Australian Taxation Office (ATO) requirements. We ensure that your trust records are meticulously maintained and audit-ready—helping you meet your legal obligations with clarity and confidence.

What Makes Us Different

Our trust accounting services are supervised by a registered tax agent, ensuring accuracy, legal compliance, and financial integrity. We offer more than just data entry—we provide structured, personalised support to keep your trust accounts compliant and your practice stress-free. Whether you need regular reconciliations or audit assistance, we’re here to help every step of the way.

Our Services Include

  1. Trust & Office Account Setup & Compliance

  2. Daily Trust & Office Bookkeeping

  3. Monthly Reconciliations

  4. Audit Preparation

  5. Office Bookkeeping & Tax Support