Articles by The Professional Trustee Team
I'm feeling pretty pleased that the Media is picking up the idea that having a family trust isn't just a nice "extra' in life but is going to become an "essential". Have a look at this link and you will see the interview I recently gave.
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 pay-outs. The latest Budget and the tax changes being implemented all lead me to this view.
Morning Matthew, Quick note about Salesh Chand. I have been extremely impressed with his actions with regard to the mutual client of ours in Auckland Abrasive Blasting and Coatings 2005 Ltd. He has been a pleasure to deal with, provided accurate information in a timely manner and most importantly is giving the client the right advice as far as I am concerned. He is very personable and I would certainly recommend his services to any ANZ client. Kind regards - Grant Clune - ANZ Relationship Manager - Auckland South
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