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.

Below are the specialist solutions for trusts that McCallum & Dallas can provide:

  • Prepare the vital documentation involved in Trust formation (with your lawyer)
  • Attend to the special requirements involved in reporting for Trusts
  • Provide a minute keeping service
  • Provide a trust review to ensure everything is satisfactory and you are meeting your requirements as Trustee, including annual accounts and financial statements, annual taxation obligations, asset management, and investment monitoring.

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

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