GRA Blogs

Articles by The Professional Trustee Team

The Professional Trustee Team

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.

Hello Everyone   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.  Here is the link: https://www.stuff.co.nz/business/money/4613958/How-to-set-up-a-family-trust.


The Professional Trustee Team
© Gilligan Rowe & Associates LP

Did you like this article? Subscribe to our newsletter to receive tips, updates and useful information to help you protect your assets and grow your net worth. We're expert accountants providing expert advice to clients in NZ and around the world.

Disclaimer: This article is intended to provide only a summary of the issues associated with the topics covered. It does not purport to be comprehensive nor to provide specific advice. No person should act in reliance on any statement contained within this article without first obtaining specific professional advice. If you require any further information or advice on any matter covered within this article, please contact the author.
Testimonials
I have found "Life on Line" very enlightening. Once entering all the necessary information into "Life on Line" system, with very much user friendly consultants, I was able to see my position very clearly. Life on Line also has a number of other functions that I am sure I will find very helpful in the future. Look forward to keeping up to date with "Life on Line". Regards - Trevor Morris – Cambridge

Would you like to receive . .

. . tips, updates and useful information to help
protect your assets and grow your net worth?
Investing in residential property?

Put this at the top of your reading list.

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.

  • How to find the right property
  • How to negotiate successfully.
  • Renovation do's & don'ts.
  • Property management.
  • Case studies and examples.
  • and much, much more..
TOP