Trust Planning & Management

A Family Trust is a legal way to protect your assets and hold them for the future. In most cases it means major assets, like your home, are put into the trust and you no longer own them - that's where the benefits come from. It provides a valuable way of protecting the assets that you have accumulated for the benefit of others.

Ensuring all statutory requirements are met can be a complicated process, and the obligations on Trustees need to be carefully managed.

We can assist with:

  • Trust reporting
  • Gifting and deeds of reduction of debt
Contact Details

Phone: (09) 298-2511

Fax: (09) 298-2517


Calendars and Key Dates

20 May-Employerschedules due

7 May - GST return and payment due / Provisional tax due

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