Family Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We recommend that you talk to us before setting up a trust to ensure that the trust will meet your requirements and that the trust deed is flexible enough to change if, in the future, your requirements change.

We can assist with: 

  • Preparing and executing the vital documentation required for trust formation
  • Completing the trust administration:
  • Minute-keeping service
  • Annual accounts
  • Taxation
  • Investment monitoring
  • Income distribution  
  • Talk to us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose.

    We offer a full range of free, easy to use, online resources including:
      Calculators  Tax Facts 
    Internet Links Key Dates

    We offer a diverse range of specialist accounting and financial services.


    Contact Us
    Unit 4 27 Sir William Pickering Drive, Burnside, Christchurch 8053
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    Ph: 03-366 6955
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