Trust Governance & Administration

Protect Your Assets

A Trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others. However, there are a number of obligations and legal requirements that Trusts must meet. At McCallum & Dallas we can work with your lawyer to help form your Trust, attend to Trust reporting and provide a minute keeping service.

Trust Review

Our Trust Review service helps ensure your existing Trust clearly reflects your current intentions, while meeting statutory requirements. Many Trusts were set up prior to the introduction of the Trusts Act 2019 and all Trusts must now be compliant with this.

If you’re unsure about how the changes affect your Trust, we can review your Trust Deed and associated documents, discuss what you want your Trust to deliver, make recommendations according to these objectives, and ensure your Trust is compliant and that Trustees are meeting their obligations.

We’ll help you understand your obligations and decide if a Trust is still the best structure for you.

Partner with our accountants in Taranaki today and have the confidence that your Trust is in good hands.

 

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