Trustees’ Liability
“An accountable Trustee is one that is trustworthy and responsible” Trust Law recognises that the core duty of trustees is
Prudent Investment
“Put not your trust in Money, but put your money in Trust” – Oliver Wendell Holmes, Sr The Trusts Act
Appointment and Removal of Trustees
“Planning is bringing the future into the present so that you can do something about it now” - Alan Lakein
Beneficiary Disclosure
The Trusts Act 2019 has modified and updated New Zealand’s trust law, with one of the more significant changes being
Trusts Act 2019
The Trusts Act has had its first major re-write since 1956 and a major reason for the change is that
Is a trust still useful?
TRUSTS ACT 2019 – TRUSTS INTO THE FUTURE With the Trusts Act 2019 changing the way trusts are managed and
Why your accountant needs to talk to us when dealing with your Trust
Don’t want your kids to have to pay back their student loan while still studying? Do you want to prevent
General Costs
To provide you with an indication as to the costs involved with handling your gifting documentation, our estimated yearly fees
The Settlor
The SETTLOR is the person or persons who initiates the TRUST. In a standard FAMILY TRUST situation this would normally
The Trustees
The TRUSTEES are the legal owners of the TRUST'S ASSETS and are the people who decide what happens with those