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The Professional Trustee Team

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Trustee Minutes & Trustee Resolutions, Whats The Deal?

by The Professional Trustee Team 31 May 11

As a Professional Trustee, I'm often asked two questions.  First, what's the difference between Trustee Minutes and Trustee Resolutions and secondly, why are they so important. To answer the first question first, Trustee Minutes are really notes made of a meeting of trustees and the..

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How To Avoid Fighting Over Money

by The Professional Trustee Team 11 May 11

Recently I had a conversation with one of my friends who told me she was constantly fighting with her nearest and dearest over money.  They just didn't seem to be able to agree on what they should do financially. She felt they should clean up..

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Interest Rates: Latest Update & Commentary

by The Professional Trustee Team 03 Aug 10

As the Trustee Services Partner at Gilligan Rowe & Associates, I'm often asked by Trustees what we think is going to happen in the economy, the property market and with interest rates. We answer questions like this all the time as helping people make and..

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Family Trusts 101 Book

by The Professional Trustee Team 30 Jun 10

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..

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Gremlins Playing With Your Trust Deed

by The Professional Trustee Team 24 Jun 10

As you can imagine, we see lots of different types of trust deeds here at GRA. Despite there being a variety of deeds around, there are some common provisions we like in all our clients' deeds of trust. One of these provisions relates to decision..

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Family Trust Gifting: A Gift for you

by The Professional Trustee Team 12 Mar 10

Well the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATMs we found a common issue arose – gifting. So I thought I'd talk a little about gifting and hopefully remove..

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Who's On Your Bus?

by The Professional Trustee Team 11 Nov 09

Life has a great way of teaching us lessons and one big lesson I've learned is this - if you get the right people on the bus, sitting in the right seats, life just flows a whole lot easier.  So, what's this lesson got to..

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Family Trust Gifting: The Dangers

by The Professional Trustee Team 18 Jun 09

This week I had an interesting conversation with two individuals who had received some really poor advice from their advisors. This advice has cost them dearly in terms of the assets they are about to lose. But the rot doesn't stop there, as the loss..

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I didn't get a chance to thank Matthew for his presentation. It was a fantastic! Very level headed, no confirmation bias (which is my main critique of many property talks), and a genuine passion for what he does. - David H - May 2017

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Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.

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