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Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and can offer specialist advice on trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration will be invaluable.

We can:

  • Prepare and execute the vital documentation involved in trust formation
  • Attend to the special requirements involved in reporting for trusts
  • Trust administration
  • Minute keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution

Foster & Co. provides professional trustee services. This includes reviewing trusts from a taxation perspective and examining the structure to ensure it still meets your needs.

Contact us today on +64 09 2712921 or email office@beancounterplus.co.nz to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfill its purpose.

 

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