Articles by The Professional Trustee Team
Thursday, December 13, 2018
New legal and regulatory requirements are slowing things down and costing people time and money, especially if they leave things to the last minute before involving their professional advisers. The following story illustrates.   ... Read Article
Thursday, December 13, 2018

Coping with the new compliance rules

New legal and regulatory requirements are slowing things down and costing people time and money, especially if they leave things to the last minute before involving their professional advisers. The following story illustrates.   ... Read Article
Tuesday, August 28, 2018

Recently New Zealand passed legislation which we are finding is affecting many clients, especially individuals, trusts and companies. For this reason, it’s important you are aware of the new law and how it will affect you.  ... Read Article

Tuesday, August 28, 2018

New law that will affect you

Recently New Zealand passed legislation which we are finding is affecting many clients, especially individuals, trusts and companies. For this reason, it’s important you are aware of the new law and how it will affect you.  ... Read Article

Monday, December 18, 2017
Property contracts, including sale and purchase agreements and building contracts, sometimes include clauses that can be harmful to the unwary. And by unwary, I simply mean people who are not used to dealing with such legal documentation. 
  ... Read Article
Monday, December 18, 2017

Property Contracts - the devil is in the detail

Property contracts, including sale and purchase agreements and building contracts, sometimes include clauses that can be harmful to the unwary. And by unwary, I simply mean people who are not used to dealing with such legal documentation. 
  ... Read Article
Wednesday, March 29, 2017
Recently I’ve seen several interesting client problems which would undoubtedly have resulted in lots of money being lost and lots of legal fees being incurred if these clients hadn’t had GRA’s Professional Trustee on board. 
  ... Read Article
Wednesday, March 29, 2017

Professional Trustee preventing costly mistakes

Recently I’ve seen several interesting client problems which would undoubtedly have resulted in lots of money being lost and lots of legal fees being incurred if these clients hadn’t had GRA’s Professional Trustee on board. 
  ... Read Article
Wednesday, October 26, 2011

Christmas Grinch versus Santa Claws   ... Read Article

Wednesday, October 26, 2011

The Low Down on New Gifting Rules

Christmas Grinch versus Santa Claws   ... Read Article

Tuesday, May 31, 2011

Trustee minutes and trustee resolutions  ... Read Article

Tuesday, May 31, 2011

Trustee Minutes & Trustee Resolutions, Whats The Deal?

Trustee minutes and trustee resolutions  ... Read Article

Wednesday, May 11, 2011

how to avoid fighting over money  ... Read Article

Wednesday, May 11, 2011

How To Avoid Fighting Over Money

how to avoid fighting over money  ... Read Article

Monday, February 07, 2011

Remember the motto, if you don’t own something it can’t be taken from you.  In other words, if you don’t own the house, it can’t be taken into account for means testing purposes which I think is very likely when looking at future superannuation payouts.  The latest Budget and the tax changes being implements all lead me to this view.  The solution of course is to get smart and come to our next GRA seminar on 23 February (click here) where I’ll canvass some of the views I have.  Looking forward to seeing you there.   ... Read Article

Monday, February 07, 2011

Media say "Yes" to Family Trusts

Remember the motto, if you don’t own something it can’t be taken from you.  In other words, if you don’t own the house, it can’t be taken into account for means testing purposes which I think is very likely when looking at future superannuation payouts.  The latest Budget and the tax changes being implements all lead me to this view.  The solution of course is to get smart and come to our next GRA seminar on 23 February (click here) where I’ll canvass some of the views I have.  Looking forward to seeing you there.   ... Read Article

Thursday, October 28, 2010

SHOW ME THE MONEY HONEY  ... Read Article

Thursday, October 28, 2010

Show Me The Money Honey

SHOW ME THE MONEY HONEY  ... Read Article

Thursday, October 28, 2010

Money is a jealous mistress  ... Read Article

Thursday, October 28, 2010

MONEY IS A JEALOUS MISTRESS

Money is a jealous mistress  ... Read Article

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