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Trust tax returns - new rules

by The Professional Trustee Team 28 Jan 22

Filing tax returns for trusts is becoming more complicated, and trustees need to be aware of this. From the 2022 financial year onwards (i.e. year ending 31 March 2022), additional information must be included in a trust’s tax returns. None of this is particularly difficult, but..

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7 FINANCIAL WEALTH CREATION TIPS

by The Professional Trustee Team 26 Jan 14

Below are my final seven financial tips. 1. Staying on top of the IRD This is my 29th year in business. Over that time, I've met many people and dealt with a myriad of issues. Here's one thing that's common amongst them all – no..

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IRD given more funds to hit Property Investors

by The Professional Trustee Team 22 May 13

Recently the IRD were given extra funds under the NZ Budget with a view to spending those funds, sourcing resources, to be applied (in particular) to reviewing land transactions. Extra resources must mean the chances of land transactions being reviewed will increase.. .

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The Low Down on New Gifting Rules

by The Professional Trustee Team 25 Oct 11

When it comes to giving, they say it's the thought that counts. Unfortunately, not many people apply this truism when it comes to gifting to the family trust. I expect lots of New Zealanders will, in the next little while, rush in where angels fear..

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Testimonials

Hi Matt, I have just attended the property school and just want to say it was really a worthwhile experience doing it especially for me who is planning to start as an investor (or trader). Thanks again for sharing your invaluable knowledge. P.S. Have also told my friends/colleagues, who are also interested on property, to attend the next property seminar. Best regards, - Brian

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