The Professional Trustee Team Blog
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As a professional trustee, I'm often asked two questions. First, what's the difference between trustee minutes and trustee resolutions and secondly, why are they so important?To answer the first question first, trustee minutes are really notes made of a meeting of trustees and the decisions..
Read ArticleRecently I had a conversation with one of my friends who told me she was constantly fighting with her nearest and dearest over money. They just didn't seem to be able to agree on what they should do financially. She felt they should clean up some..
Read ArticleAs the Trustee Services partner at Gilligan Rowe & Associates, I'm often asked by trustees what we think is going to happen in the economy, the property market and with interest rates. We answer questions like this all the time, as helping people make and..
Read ArticleI'M TELLING ALL! After plenty of anxious moments and sleepless nights, I've done it. Yes, I have written a book. "Family Trusts 101" has finally been born. Trusts are never easy creatures to understand but I think this book should help all New Zealanders comprehend the..
Read ArticleAs you can imagine, we see lots of different types of trust deeds here at GRA. Despite there being a variety of deeds around, there are some common provisions we like in all our clients' deeds of trust. One of these provisions relates to decision..
Read ArticleWell the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATMs we found a common issue arose – gifting. So I thought I'd talk a little about gifting and hopefully remove..
Read ArticleLife has a great way of teaching us lessons and one big lesson I've learned is this - if you get the right people on the bus, sitting in the right seats, life just flows a whole lot easier. So, what's this lesson got to..
Read ArticleThis week I had an interesting conversation with two individuals who had received some really poor advice from their advisors. This advice has cost them dearly in terms of the assets they are about to lose. But the rot doesn't stop there, as the loss..
Read ArticleTestimonials
I read Matthew’s book Property 101 and then came to Property School. I have to say there is nothing 101 about either of them. Between the book and Property School you learn that there is a lot more to property investing than meets the eye. There is no doubt in my mind that GRA are a cut above the rest when it comes to property education and planning. Impressive for a chartered accounting firm – they really know their stuff! - S.C. - April 2016
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.
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