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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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Testimonials

I attended the GRA function last night - it was excellent, and goodness your knowledge is like an encyclopaedia! Phenomenal. We have already had an initial free consult with John Rowe, have attended one of Matthew's info evenings, and are already booked for Property School. I've read Tax Structures and am reading Property 101. We are very interested in moving to you for accounting also - our current accountant is lovely, and his fees are very low, but the more I'm learning, the more I'm realising this sweet man has oftentimes not steered us in the best directions, and definitely never asset structured us properly - and that is all in the plans to get sorted thx to getting to know GRA. - Tat & Trip - June 2016

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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...

Learn more Property 101 by Matthew Gilligan. The definitive book for sucessful NZ property investors> Book - Property 101 by Matthew Gilligan

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Business Accounting Tools

Financial Statement Analysis

This tool allows you to punch in the basics of your financial statements and get some instant feedback for management analysis on your business.

Employee Expense & Mileage Claim Form

Claim form for employees.

Vehicle Log Book

An essential tool for any business owner who uses a motor vehicle in the course of their business. Keep accurate records for the IRD

Interest Rate Break Cost Analysis Tool

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

Loan Calculator

This tool assists you to calculate various loan scenarios over time.

Non GST Registered Cashbook (No specific bank account)

This cashbook is for non GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

Non GST Registered Cashbook (Using one bank account)

This cashbook is for non GST registered entities using one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

GST Registered Cashbook (No specific bank account)

This cashbook is for GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

GST Registered Cashbook (Using one bank account)

This cashbook is for GST registered entities using use one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

Principal & Interest vs Interest-Only Loans Tool

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

Property Accounting Tools

Interest Rate Break Cost Analysis Tool

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

Basic Property Due Diligence Checklist

Basic property due diligence checklist and general questions to consider before committing to a purchase.

Buy vs Rent Tool

This tool looks at cost benefit of renting versus buying for property.

Non GST Registered Cashbook (No specific bank account)

Non GST Registered Cashbook (Using one bank account)

GST Registered Cashbook (No specific bank account)

GST Registered Cashbook (Using one bank account)

Principal & Interest vs Interest-Only Loans Tool

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

Trustee Accounting Tools

Interest Rate Break Cost Analysis Tool

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

Loan Calculator

This tool assists you to calculate various loan scenarios over time.

FREE REPORT: The 9 Deadly Sins of Setting Up a Family Trust

Learn how to avoid your trust being deemed a sham, plus tips to save you time & money.

Principal & Interest vs Interest-Only Loans Tool

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

Personal Accounting Tools

Interest Rate Break Cost Analysis Tool

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

Loan Calculator

This tool assists you to calculate various loan scenarios over time.

KiwiSaver Tool

This tool assists the user to identify how much benefit they will receive over time from being in the KiwiSaver scheme, with editable variables.

Principal & Interest vs Interest-Only Loans Tool

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

Annual Forms & Record Keeping

General Annual Accounting Form

Information required annually by your accountant for Company, Trust, Partnership or Sole Trader accounts

Home Office Accounting Form

Information required annually by your accountant if operating a home office

Individual Annual Accounting Form

Information required annually by your accountant for your personal accounts

Australian Annual Accounting Form

Information required annually by your accountant to prepare your Australian Taxation Office return

Folder Tabs for good record keeping

Printable folder tabs and section cover sheets for record keeping best practices

Period End Checklist for gst and income tax (combined)

Information required for your accountant to complete your GST returns

Ebooks & Whitepapers

Building Your Professional Team

By: Matthew Gilligan

An expanded chapter from the book, Property 101 by Matthew Gilligan

Insurance For Property Investors

By: Matthew Gilligan

A bonus chapter to the book, Property 101 by Matthew Gilligan

Managing Your Property and Finding Tenants

By: Matthew Gilligan

An expanded chapter from the book, Property 101 by Matthew Gilligan

Property Development and Tax

By: Matthew Gilligan

Demystifying the rules, taxes & provisions applicable to property investors

Education & Advice

Disclaimer

With respect to the various resources available from our website, neither Gilligan Rowe & Associates LP (“GRA”), nor its owners nor any of its employees, make any warranty, express or implied, including warranties of merchantability and fitness for a particular purpose, or assume any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, or process. GRA will not be liable for any problems or damages of any kind experienced by users of GRA’s online materials, resources or tools. The information and resources from or through this site are provided “as is,” “as available,” and all warranties express or implied, are disclaimed. The information or tools may contain errors, problems or other limitations. Our sole and entire maximum liability for inaccurate information, for any reason, and the user's sole and exclusive remedy shall be limited to the amount paid for the information, tool or other resource (if any). GRA are not liable for any indirect, special, incidental or consequential damages whatsoever.

The Professional Trustee Team Blog

Viewing The Professional Trustee Team Blog

Family Trusts 101 Book

Gremlins Playing With Your Trust Deed

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Property 101by Matthew Gilligan

Put this at the top of your reading list.

$45 incl GST

$40 incl GST

Introduction to Property Investment

Impact of DTIs and Tax Update

Property Investment, Asset Protection & Inheritance

Should You Invest In This Market?

Election Special 2 – National

Election Special 1 – Act

Finance Update

Tax Update

Property Zoning & RMA Update

Economic & Property Strategy Update

Trust Tax Rate to 39% Webinar

Trusts and Tax Webinar

CCCFA – Amendments and Implications

RMA Changes Webinar

Year End Prepping Webinar

Tax Changes Webinar

David Seymour Interview

Tax and Property Update

Trust Update

Matthew Gilligan & Mark Honeybone

Business Accounting Tools

Financial Statement Analysis

Employee Expense & Mileage Claim Form

Vehicle Log Book

Interest Rate Break Cost Analysis Tool

Loan Calculator

Non GST Registered Cashbook (No specific bank account)

Non GST Registered Cashbook (Using one bank account)

GST Registered Cashbook (No specific bank account)

GST Registered Cashbook (Using one bank account)

Principal & Interest vs Interest-Only Loans Tool

Property Accounting Tools

Interest Rate Break Cost Analysis Tool

Basic Property Due Diligence Checklist

Buy vs Rent Tool

Non GST Registered Cashbook (No specific bank account)

Non GST Registered Cashbook (Using one bank account)

GST Registered Cashbook (No specific bank account)

GST Registered Cashbook (Using one bank account)

Principal & Interest vs Interest-Only Loans Tool

Trustee Accounting Tools

Interest Rate Break Cost Analysis Tool

Loan Calculator

FREE REPORT: The 9 Deadly Sins of Setting Up a Family Trust

Principal & Interest vs Interest-Only Loans Tool

Personal Accounting Tools

Interest Rate Break Cost Analysis Tool

Loan Calculator

KiwiSaver Tool

Principal & Interest vs Interest-Only Loans Tool

Annual Forms & Record Keeping

General Annual Accounting Form

Home Office Accounting Form

Individual Annual Accounting Form

Australian Annual Accounting Form

Folder Tabs for good record keeping

Period End Checklist for gst and income tax (combined)

Ebooks & Whitepapers

Building Your Professional Team

Insurance For Property Investors

Managing Your Property and Finding Tenants

Property Development and Tax

Education & Advice

Free Property Investment Seminars

Request a meeting