Articles by The Professional Trustee Team
I'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 creation and administration of family trusts. In a way, it's a 'go to' book.
If you've ever been confused or frustrated about how a trust is supposed to operate or if you've ever wanted to know the in's and out's of a trust, then this book is a must read for you.
I've spent many days and months using my little grey cells to bring you a book written in plain English. It's an easy read, packed with great examples which will demonstrate the points I'm making.
You won't need any previous knowledge to understand this book as I've made a massive effort to ensure it won't bamboozle you with legal jargon. So a word of warning should be given. If you are looking for a concise legal text on equitable structures, coupled with judicial dictum and ratio decidendi, then this book is not for you!
If however you want a guide on trusts, which covers the following points, then you should seriously consider buying this book:
Happy reading everyone. How Trusts came to exist; What a Trust can do for you; Steps to take to place your assets into a Trust; What a gifting programme is; How Trustees should act; What a Professional Trustee can and should do for a Trust; Whether you need a Bank account; If financial statements should be prepared for the Trust; And so much more.
I really hope you love reading this book as much as I loved writing it.
Of course, this is the first of many books so any feedback you wish to give me would be much appreciated.
When we started with GRA we werent certain of the benefits they could provide us. However they quickly unravelled our complex situations with multiple companies and structured our businesses so that we received maximum personal protection and minimised our tax liabilities. They have always been accurate on time thorough and available to answer our questions. Now six years after first moving to the team at GRA they have skilfully guided us to a future that looks amazing. It is with confidence we make decisions knowing our interests are protected by an outstanding group of modern forward thinking professionals. Their guidance has been invaluable and we can thoroughly recommend GRA - Dougall Love and Janice Knowles - June 2017
Investing in residential property?
If you're investing in residential property, seeking to maximise your ability to succeed and minimise risk, then this is a 'must read'.
Matthew Gilligan provides a fresh look at residential property investment from an experienced investor’s viewpoint. Written in easy to understand language and including many case studies, Matthew explains the ins and outs of successful property investment.