Chartered Accountants, Taupo, Business, Financial Solutions, Strettons, New Zealand

Do you understand why you have a trust?
Would your decision making processes stand up to scrutiny?
Are your trust records up to date and accurate?

Trusts are set up for a wide variety of reasons such as the protection of assets, with Trustees appointed to manage the Trust and to act in the best interests of all beneficiaries.

The New Zealand Law Commission is reviewing the law relating to trusts. Subscribers to our Trust Service will receive up to date information in the Trust Service regular publication with a brief outline being available by clicking here.

Our goal is to provide a pro-active Trust Service so you can rest assured that your Trust is operating as it should.

Our services include:

Acting as an independent Trustee
Financial and business advice to grow the assets of the Trust
Development of an investment strategy for the Trust
Preparation of financial accounts and tax returns
Producing and maintaining vital Trust records

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