Chartered Accountancy and business advisory - Dunedin, Queenstown, Milton and Palmerston

Family Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable.

We are able to:

• Prepare and execute the vital documentation involved in Trust formation
• Attend to the special requirements involved in reporting for Trusts
• Trust administration
  • Minute keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution

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