How Robust Is Your Trust?

Date: 28 Jul 2021, 12:00pm - 1:00pm (GMT+12:00) Auckland, Wellington

With between 300,000 and 500,000 Trusts in New Zealand, they’re clearly a popular way to protect assets. However, with the new Trusts Act 2019 now in full swing, the legislation has brought key changes to the way Trusts are run and imparts stronger duties upon Trustees. If you have a Trust, you’ll need to weigh up the benefits of continuing with your Trust against the increased compliance costs.

To help you better understand the new legislation and how it will impact your Trust we will be hosting a free workshop. This workshop is designed to help you understand your obligations and responsibilities as a Trustee as well as ensure your Trust is still compliant under the new legislation.

If you have a Family Trust, involved in a Trust in some way or are considering setting up a new Trust then this workshop is for you. 

After attending this free 60 minute session, you will be able to:

  • Determine whether your Trust is still relevant for you
  • Understand the new requirements of the Trusts Act 2019
  • Learn the obligations required of Trustees
  • Understand common Trust issues and challenges
  • Discover best practice estate and succession planning

Location: Malloch McClean | 101 Don Street, Invercargill 9810

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