Trusts - the Key to the Future
If you are thinking about a trust you are motivated to thinking beyond today.
Having a trust is a wise move to protect your assets, family, business and your interests in later years. A trust is the ideal place to own your assets and grow your wealth.
Our specialist company Capital Trust Management Limited is part of what we do for our clients. Tony has had many decades as a trust adviser and is a Fellow of the NZ Trustees Association.
If you are interested in:
- Saving effectively for retirement
- Financial flexibility
- Providing for your family
Or protection against:
- Professional negligence
- Asset testing
Then you need a Trust!
WHAT WE DO
SET UP OF TRUSTS
FAMILY TRUSTS / CHARITABLE TRUSTS / TRADING TRUSTS
Not only will we prepare the trust deed for signature by the trustees, we will also explain the process and purpose of your trust to you so that you fully understand it. For charitable trusts, we can prepare the documents for registration of the trust and advise you on the day-to-day running of your trust.
WHY YOU NEED A TRUST
Presented by Tony Richardson of Capital Accounting Associates Limited in attendance with Joy Durrant from Financial Prosperity Partners
ESTABLISH GOALS FOR THE TRUST
What is the purpose of your trust? What do you hope to achieve with it? These are questions we can 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 can prepare your trustee minutes in a clear and professional manner.
We can prepare the initial gifting documentation and any subsequent gifting paperwork needed.
TRANSFER OF ASSETS
We can 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.
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.
ACT AS A TRUSTEE
In suitable cases, we can act as a trustee for new or existing trusts. We will advise a fee for this service reflecting time, involvement, risk, and responsibility.
PREPARE ANNUAL FINANCIAL STATEMENTS
We can prepare annual financial statements in line with appropriate accounting and legal procedures.
We advise trustees who need professional guidance in decision-making and meeting their legal obligations under the trust deed.