Forms and fees related to Rule B6: Accounts, Accounts Certificates, Professional Practice and Guarantee Fund

There are 3 Accounts Certificate Forms

Accounts Certificate 1 - ACC1 - this is the appropriate form for all practice units that hold client monies.  This certificate is required twice a year from all practice units holding client monies, followed Certificate ACC1 covers a maximum six month period and should be returned to the Society no later than 1 month after the end of the accounting period.

Accounts Certificate 2A - ACC2A - this is the appropriate form for all practice units that hold no client monies and that submit to SLAB for payments.  Certificate 2A covers a maximum 12 month period and should be returned to the Society no later than 1 month after the end of the accounting period.

Accounts Certificate 2B - ACC2B - this is the appropriate form for all practice units that hold no client monies and that do not submit to SLAB for payments.  Certificate 2B covers a maximum 12 month period and should be returned to the Society no later than 1 month after the end of the accounting period.

Fees - there are no fees applicable to any of the Accounts Certificate forms.

Please note the Accounts Certificate has now moved online and can be submitted via the members section of our website. The forms on this page are downloadable for information purposes only as paper submissions of the Accounts Certificate will no longer be accepted as of 1 August 2020.

QLTR form - QLTR form (with guidelines for completion) for practice units dealing with cash balances held after the conclusion of a matter where the client or owner can no longer be traced or the balance is now considered to be abandoned.