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Articles by The Professional Trustee Team
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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...
Read ArticleTrusts 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..
Read ArticleNew 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..
Read ArticleRecently 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..
Read ArticleProperty 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..
Read ArticleA 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..
Read ArticleWe'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..
Read ArticleLately 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,..
Read ArticleRecently 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,..
Read ArticleTestimonials
To whom it may concern: The Corporate Trustee team at Gilligan Rowe and Associates have been our Professional Trustee for our family trust and trading trust since May 2005. From the initial advice during the designing and creation of our trust structures through to the day to day operation of the entities, the support and guidance we have had from the Corporate Trustee team has been second to none. As a business owner and operator, I need to have reliable, efficient, proactive and knowledgeable people as part of our business team and Gilligan Rowe and Associates Trustee services tick the boxes in all of these criteria. I have no hesitation in commending and recommending Gilligan Rowe and Associates Trustee Services team to anyone who requires professional and competent guidance in the safe operation of their trust and in turn secure protection of their assets. - RNT
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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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