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The Professional Trustee Team

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Coping with the new compliance rules

by The Professional Trustee Team 13 Dec 18

New legal and regulatory requirements are slowing things down and costing people time and money, especially if they leave things to the last minute before involving their professional advisers. The following story illustrates.    Recently, a client faced the problem of failing to obtain bank..

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New law that will affect you

by The Professional Trustee Team 28 Aug 18

Recently New Zealand passed legislation which we are finding is affecting many clients, especially individuals, trusts and companies. For this reason, it's important you are aware of the new law and how it will affect you. Purpose and objective of new legislation  The law recently..

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Property Contracts - the devil is in the detail

by The Professional Trustee Team 18 Dec 17

Property contracts, including sale and purchase agreements and building contracts, sometimes include clauses that can be harmful to the unwary. And by unwary, I simply mean people who are not used to dealing with such legal documentation.  One of the advantages of using a professional..

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Professional Trustee preventing costly mistakes

by The Professional Trustee Team 29 Mar 17

Recently I've seen several interesting client problems which would undoubtedly have resulted in lots of money being lost and lots of legal fees being incurred if these clients hadn't had GRA's Professional Trustee on board.  Having now experienced three property cycles in my adult lifetime,..

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Trustee Minutes & Trustee Resolutions, Whats The Deal?

by The Professional Trustee Team 31 May 11

Trustee minutes and trustee resolutions whats the big deal ? 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..

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How To Avoid Fighting Over Money

by The Professional Trustee Team 11 May 11

how to avoid fighting over money 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...

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Media say Yes to Family Trusts

by The Professional Trustee Team 07 Feb 11

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...

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Show Me The Money Honey

by The Professional Trustee Team 28 Oct 10

SHOW ME THE MONEY HONEY women and money I reckon all women are in the protection business.  Just look around.  They are born Protectors.  They look out for their friends and family and are constantly trying to protect those they love.  They even look out..

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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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Testimonials
Thanks Janet. I also want to say thank you so much for your books. I started reading Money Secrets last night - I have been wondering why I just haven't been dealing with stuff and been so stuck lately and your writing is bringing some clarity. So I will be shaking off the Rabbit ears and Ostrich feathers! -- and giving copies of the book to my nephew and niece. Cheers, Sue - Sue Pickernell-Crow, October 2018
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Investing in residential property?

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