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In January, GRA’s Professional Trustee team wrote a blog on the new requirements trusts must meet when filing their tax returns. In this article, I go into a little more detail about the financial information that must be disclosed to the IRD.But first, why have..

Be careful and watch out - there are two new email phishing scams that have been reported by the IRD. Do not reply to them. See below for more details. First Scam Email "We are pleased to inform you that upon review of your fiscal..

Many people ask me what is a professional trustee is, what they do, and what value they can bring to a trust. Often, these people are considering how they want to structure their asset holdings and what sort of return they want to make from..

Last week a friend of mine unexpectedly passed away. His passing left behind many family members and friends in great pain. It also resulted in quite a nightmare when it came down to dealing with his business and his personal assets. Since this is a..

It is a common misconception that you have to live with someone for three years or more, and they have to make a direct contribution to the assets acquired during the relationship, before they're entitled to bring a relationship property claim. Possibly this mistaken belief..

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..

Ever have a property settlement about to go through and at the last minute your professional trustee has held up the game by asking pesky questions like “Why are you buying this?” or “Is this the right entity to be buying it in?”  What about..

As you are probably already aware, trusts now have more reporting requirements with the IRD. However, in some circumstances, trusts, especially family trusts, may have been made non-active with the IRD, which means there is no income to report (and no tax to pay). Although a..

Welcome to Just a minute with Janet. This is part 3 of a three part series where I discuss, dare I say it, "Divorce". If you are going through a divorce, or think you might be soon, this three part series is a must watch...