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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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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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Family Trusts Explained

by The Professional Trustee Team 28 Jun 09

Everyone tells you to put your assets into trust and they even tell you what benefits a trust will bestow upon you, but very rarely does anyone take the time to explain what a trust actually is. Well this blog post is going to do..

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Banks have recently tightened their criteria and changed their serviceability rules so much, that it has become much harder for investors to get finance. And for large investors, it is almost impossible. The RBNZ has told banks that they must adopt ‘sensible lending’ practices, which..

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Fix or Float, the Question of the Day

by The Professional Trustee Team 23 Sep 13

What an interesting time we've been having in the land of money.  Seems all the points in my last blog about LVRs (August 2013) are coming true.   The Reserve Bank has used its new toy with all the effect I predicted occurring. Two of..

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As in sport, we improve our performance by competing against others. If you run by yourself you will never know if you will win a race. The same applies to business. For example, suppose you operate a Paint and Panel shop. You might think your..

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Getting to Grips with Your Coin - Part 1

by The Professional Trustee Team 09 Feb 13

Today in a two-part series I discuss the money life you want. To get a better money future you need to be in control of your money - what's going in and out of your pocket. I hope you enjoyed my short video blog. Ciao...

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Getting to Grips with Your Coin - Part 2

by The Professional Trustee Team 11 Feb 13

In this second part of the 2-part series of Getting to Grips with your Coin I discuss how your money comes in either weekly, fortnightly or monthly.  I hope you enjoyed my short video blog. .

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Gift Duty To Be Abolished

by Matthew Gilligan 01 Nov 10

On Monday Revenue Minister Peter Dunn confirmed that the government intends to abolish gift duty. Earlier this year the Minister had signalled that a review was being undertaken as to whether or not the gift duty regime should be repealed or amended.  Subsequently that review has..

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