Trusts

Haven Accounting | 3 MIN READ September 7, 2016

Having a trust is a great way to protect your future and the ones you love. Did you know that there are an estimated 200,000 family trusts registered in New Zealand and legal specialists believe that over 75% of those trusts won’t hold up in court. Do you want a trust to help protect your assets to provide for the future generations – or are you concerned about the administration of your trust. Are you concerned about the administration of your trust or want to discuss how a trust could assist you in protecting your assets to provide for future generation?

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Our Services

Trust Establishment

We will meet with you either via skype or in person to understand your situation & needs and prepare the initial trust establishment documentation including:

  • trust deed
  • memorandum of guidance
  • initial trust minutes
  • apply for an IRD number for the trust
  • liaise with your solicitor and bank (where required) regarding asset transfers to the trustees

Trustee Services

If you want or need an independent trustee for your Trust, we can help. An independent trustee offers unbiased, non-emotional expertise that safeguards your trusts interests. In the instance of dispute or challenge, a Haven trustee helps with credibility, water-tightness and an outcome in line with your trusts objectives.

If you would like to talk to Haven about your trust administration, or you’d like to know more about protecting your assets for the future, please click here to arrange an obligation-free chat.

Trust Review

Are you concerned about the administration of your trust or simply want an independent set of eyes to review your trust? We can complete a trust review for you and provide a report and plan of where your trust is at and where it should be. We can also co-ordinate and prepare documentation needed to bring your trust up to speed.

We can complete a trust review for you and provide a report and plan of where your trust is at and where it should be. We can also co-ordinate and prepare documentation needed to bring your trust up to speed.

We can help by:

  • Assisting with your annual meetings
  • Documenting decisions and actions taken by trustees
  • Guiding trustees in effective decision making; and
  • Ensuring your trust complies with relevant legislation

If ever your trust was challenged, this could save you a lot of heartache!

 

Our Team:

Melanie Bennett – CA, CPP, TEP, BCom/LLB

Trust & Tax Manager
Melanie Profile HeadshotMelanie has over 15 years of Tax experience within Big 4 firms to a Senior Manager level and has also led the corporate tax team at Guardian Trust (now Perpetual Guardian). Melanie has over 10 years’ experience providing tax and administration advice to Trusts, their Trustees and Beneficiaries. Melanie has specialised in providing tax advice to small to medium sized businesses, trusts and their families, including their investments. In addition Melanie has advised expatriate employees traveling into or out of NZ and advising them on their NZ tax obligations, including residency, taxation of their investments and the operation of the transitional residence rules.

 

 

Sarah Clay – BBS

Trust Manager

unnamed (1)Sarah has over 9 years experience in administering family trusts, deceased estates, wills & enduring powers of attorney and in recent years charitable trusts while working for Guardian Trust (now Perpetual Guardian).

 


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