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With nearly 900 people in attendance, the Economic & Property Update in March was a fantastic event. Tony Alexander gave his predictions for the economy and property market in 2016, and I talked about strategies for investing in the current conditions. Tony and I both..

As I have said on several occasions, property and stock markets react much faster than local businesses to bad news. The property sector and stock market wear the downside of recession very quickly, as does the entire supply chain underneath these sectors of the economy...

We have noticed that more and more employers are incentivising their employees by offering shares and share options as part of their employment packages. Shares can also be offered to past and future employees. Offering shares provides an opportunity to motivate and retain key employees of..

For most clients, 1 April signals the start of the New Year for business and tax purposes, and the month of March brings opportunities to minimise tax and maximise cash surpluses for the coming year.   A well known quote is “if you fail to..

It’s that time of year where many businesses are finding things tight financially. Consequently, they can struggle to meet their tax obligations with IRD. If you find yourself in this situation you must be proactive.  Simply, if you get to the point where IRD start..

Well the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATMs we found a common issue arose – gifting. So I thought I'd talk a little about gifting and hopefully remove..

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..

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..

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..