Trust Accounts
Legal Profession Uniform Law Compliant Trust Management
Total Accounts
5
Total Balance
$1,494,170.50
Active
4
Transactions (30d)
1
Trust accounts are managed per Legal Profession Uniform General Rules (2015) and state-specific requirements (NSW, VIC, QLD, WA, etc.).
| Account Name | Type | Client | ADI / BSB | Jurisdiction | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|
| Matic Family Estate - Birthright Trust Matrix | General Trust | Sandi Matic (Sovereign Trustee/Captain) | Anna-Clare Matic (Co-Trustee) | Beneficiaries: Luka (Nikola), Archie (Ross) | UBO: Pavao Nikola Matic | WA | $0.00 | reconciling | ||
| anid | Power Money | asg2 | bennett 082006 | NSW | $0.00 | active | |
| 010141 | Power Money | - | MAN 306188 | NSW | $0.00 | active | |
| General Trust Account - Client Matters | General Trust | - | Commonwealth Bank 062-000 | NSW | $244,170.50 | active | |
| Controlled Money - Property Settlement | Controlled Money | Morrison Family Trust | Westpac 032-000 | VIC | $1,250,000.00 | active |
