Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist 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 can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Trust administration
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!

Meet The Team

Ean Brown
Director/ Chartered Accountant
FIND OUT MORE
Barbara Collinson
Team Manager/ Chartered Accountant
FIND OUT MORE
Andrea Allen
Chartered Accountant/ portfolio specialist
FIND OUT MORE
Flynn O'Meara
Chartered Accountant
FIND OUT MORE
Jared Slatter
Chartered Accountant/ commercial specialist
FIND OUT MORE
Jessie Alison
Chartered Accountant/ tax specialist
FIND OUT MORE
Pam Brown
Accounting Technician/ Kaipara specialist
FIND OUT MORE
Sally Adams
Chartered Accountant
FIND OUT MORE
Vicki Cozens
Chartered Accountant
FIND OUT MORE
Bonny Rowson
Administration/ marketing specialists
FIND OUT MORE
Julie Jenkins
Administration/ file management specialist
FIND OUT MORE
Renee Marais
Reception
FIND OUT MORE
Sheila Ujdur
Administration/ practice management specialist
FIND OUT MORE
Meet more of the team

Contact / Connect