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The Professional Trustee Team

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New Trust Law Passed

by The Professional Trustee Team 29 Aug 19

30 July 2019 was an important milestone in the land of trusts.  That was the date the Trust Act 2019 became law in New Zealand.  One of the objectives of this new law is to provide for greater transparency and accountability by trustees to beneficiaries...

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A step forward in trust law

by The Professional Trustee Team 24 Jun 19

Trusts hail from medieval times and one can be forgiven for thinking current trust law has been on our statute books since that time too.  A combination of legislation, common law judgements and equity maxims result in the law being antiquated and complex.   This frequently..

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Coping with the new compliance rules

by The Professional Trustee Team 13 Dec 18

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.    Recently, a client faced the problem of failing to obtain bank..

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New law that will affect you

by The Professional Trustee Team 28 Aug 18

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. Purpose and objective of new legislation  The law recently..

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Property Contracts - the devil is in the detail

by The Professional Trustee Team 18 Dec 17

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.  One of the advantages of using a professional..

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New Trust Legislation

by The Professional Trustee Team 28 Sep 17

A new bill is making its way through Parliament which is going to see changes made to the current Trustee Act.  All those with an existing trust should be aware of the implications imposed and the opportunities this new bill will bring when it becomes..

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The flaws of introducing DTI

by The Professional Trustee Team 24 Aug 17

We've lived for a while now with the quiet rumblings of the Reserve Bank of New Zealand (RBNZ) wishing to introduce a new macro prudential policy of debt-to-income ratio (DTI) on the premise this is needed to ensure stability in our financial system. Much has..

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Property Investors Not Productive?

by The Professional Trustee Team 26 Jun 17

Lately I've been spending lots of time writing my new book. One of the chapters concentrates on how to build wealth. Do you put your hard-earned coins into property, shares, bonds or something else that is going to grow your wealth?  The decision we make,..

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Professional Trustee preventing costly mistakes

by The Professional Trustee Team 29 Mar 17

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.  Having now experienced three property cycles in my adult lifetime,..

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