Trusts

Trusts - the key to the future

Why should you have a trust?

Having a trust protects your assets, family and business interests.

If you are interested in saving effectively for retirement, financial flexibility, providing for your family, or protection from creditors, professional negligence or asset testing, then you need a trust!

Tony has had many decades as a trust adviser through Capital Trust Management Limited and is a Fellow of the NZ Trustees Association.

What We Do

FAMILY TRUSTS / CHARITABLE TRUSTS / TRADING TRUSTS

Trust services include: -

  • Set up trust
  • Establish goals for the trust
  • prepare trustee minutes
  • Gifting documents
  • Transfer of assets
  • Estate planning
  • Annual review of trusts
  • Act as trustee
  • Prepare financial statements
  • Trust advisory

For charitable trusts, we prepare the documents for registration of the trust.

Here is Tony explaining why you need a Trust

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Presented by Tony Richardson of Capital Accounting Associates Limited in attendance with Joy Durrant from Financial Prosperity Partners

Trust services include:

ESTABLISH GOALS FOR THE TRUST

What is the purpose of your trust? What do you hope to achieve with it? These are questions we help you answer.

PREPARE TRUSTEE MINUTES

Trustee minutes serve to document meetings made by the trustees and the decisions agreed upon in those meetings. We prepare your trustee minutes in a clear and professional manner.

GIFTING

We prepare the initial gifting documentation and any subsequent gifting paperwork needed.

TRANSFER OF ASSETS

We prepare the Sale and Purchase Agreement needed to transfer your assets to the trust.
This can include your property, transfer of NZ listed or NZ private company shares and transfer of NZ Life policies.

TRANSFER OF ASSETS

We prepare the Sale and Purchase Agreement needed to transfer your assets to the trust.
This can include your property, transfer of NZ listed or NZ private company shares and transfer of NZ Life policies.

ESTATE PLANNING

We recommend how to structure your affairs to best suit your circumstances to enable your passing to be as stress-free as possible for your family members.

ANNUAL REVIEW OF TRUSTS

An annual review of trusts is important as circumstances change, and an independent look at it gives comfort to the Trustees that all is in order in the decision-making process, and the paperwork.

TRUSTEESHIP

In suitable cases, we can act as a trustee for new or existing trusts. In other instances, we recommend and establish for you a corporate Trustee company. We will advise a fee reflecting time, involvement, risk, and responsibility.

PREPARE ANNUAL FINANCIAL STATEMENTS

We prepare annual financial statements in line with appropriate accounting and legal procedures.

TRUST ADVISORS

We advise trustees who need professional guidance in decision-making and meeting their legal obligations under the trust deed.