Articles by The Professional Trustee Team
Trustees have now been given fair warning – meet your legal liabilities and run the Trust under your stewardship as you should or risk liability and your Trust being deemed a sham.
We've been advising our clients on this for years but the Commissioner has recently come out and said the same thing in black and white. Those responsibilities Trustees must meet are all noted in easy to understand language in the book called Family Trusts 101 written by myself. Such responsibilities include completing annual financial statements, resolutions and deeds. To view the article noted in the Sunday Star times click here. Additionally, just call us and we'll talk you through your own affairs.
It is my pleasure to write a testimonial with regards to the nomination of the professional trustee team at Gilligan Rowe and Associates, as a finalist for New Zealand Corporate Trustee of the year. They have acted as a professional trustee for my trust for many year now. I have been thoroughly impressed by their level of knowledge, professionalism, honesty and integrity in all my dealings with them. In addition, through their regular client seminars that I have attended, I have been very impress by the thoughtful critiques of cases and changes in the direction of trust law, and their possible impact on me. I can recommend them without hesitation. Sincerely - BV
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.