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Invoice Management
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Transactions
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Accounts and Fees
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Bank Reconciliation
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Owner Payments and End of Month
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Change of Ownership
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Automated Receipting
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User Management
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End of Financial Year - Australia
Wingman Group: Trust Accounting - Property Tree Certification Exam
The Wingman Group Property Tree Assessment certification provides a comprehensive, hands-on understanding of Property Tree Financials.
Trust Accounting
This course covers the core trust accounting functions needed for accurate, compliant financial management. You’ll learn how to manage invoices and transactions, handle accounts and fees, complete bank reconciliations, process owner payments, and navigate end-of-month and end-of-financial-year requirements. The course also guides you through change of ownership processes, automated receipting, and key user management settings to ensure smooth and efficient trust operations.
This course includes a short quiz to reinforce your learning and ensure you understand the key concepts covered. After completing all lessons, you will participate in a live assessment, where you’ll demonstrate your practical skills in Property Tree to finalise your course completion.