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
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
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
The Beneficiaries
The crucial third party to the Trust Deed are the Beneficiaries. These are the group of people who the Trust
The Appointors
The Appointors are the persons who hold the Power of Appointment. The Power of Appointment is the power to hire
The Protectors
A further, but often unutilised, role in a Trust Deed is that of a Protector. The Protector can act in