Family Trust Management NZ

Talk to our family trust accountants in Taupo.

We cater for a large number of family trusts from small entities to large investment trusts with significant investments. Our family trust management team are familiar with the taxation requirements for overseas equity investments under the Foreign Dividend Regime (FDR).

Proper record keeping and documentation is a key requirement for trusts. We advise on these areas as well as assisting with trust asset management, beneficiary distributions and governance issues.

Today, there is a greater level of responsibility placed on trustees. Therefore, we help you ensure your trust management and structure adhere to best practice.