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This video post outlines the government's new trust disclosure rules: what they are, and who they apply to. The new rules require trusts to make additional disclosures when filing income tax returns unless the trust meets certain exemptions. Non-exempt trusts need to prepare financial statements..
Read ArticleThe utilisation of trusts for asset protection, estate planning and tax planning purposes has exploded over the last 20 years. I suspect many readers are currently trustees of trusts. I equally suspect that very few readers have read the Trustee Act 1956, which was essentially..
Read ArticleA common issue that arises is dealing with insurance companies over the names on insurance policies. Technically, insurance should held in the name of the owners of a property. In the case of a trust, the legal owner on the title of a property is..
Read ArticleMany of you will be aware that the Government have changed the rules on gift duty, repealing gift duty legislation from 1 October 2011. The effect of this is that IRD will no longer have an interest in gifts made after this date, as the..
Read ArticleOn Monday Revenue Minister Peter Dunn confirmed that the government intends to abolish gift duty. Earlier this year the Minister had signalled that a review was being undertaken as to whether or not the gift duty regime should be repealed or amended. Subsequently that review has..
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