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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..
Read ArticleEver 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..
Read ArticleIf you keep an eye on the media, you will have noticed over the Christmas break and into January a plethora of articles referring to the CCCFA. The Credit Contracts and Consumer Finance Act was initially brought in back in 2005, but all the recent..
Read ArticleAs 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..
Read ArticleForeign exchange (FX) is an area where we have seen clients unnecessarily losing money. And we’re not talking small amounts, either; something that became abundantly clear to us after talking with foreign exchange expert, Phillip Lindberg. Foreign exchange (converting NZ dollars into another currency, or..
Read ArticleWhy time is not on our side for the Auckland Property Market
by The Professional Trustee Team 30 May 13You would have to be living under a rock to not know that there is an Auckland housing crisis. Today in my video I discuss what this means to you and why Auckland needs to take action asap with the new Auckland Unitary Plan. .
Read ArticleBusiness owners would do well to look closely if their marketing is proving ineffective and is not generating the leads and conversions they desire. It may not be entirely the marketing's fault. In fact, it may not be the marketing's fault at all. I'm..
Read ArticleWith election shenanigans in full flight, it appears we will suffer several weeks of grand standing and power playing as Mr Peters lists his demands and weighs his options. I was going to run a webinar with Tony Alexander on 26 September reviewing the outcome..
Read ArticleIn the last couple of weeks I've been honoured to be able to speak at a couple of events, attended exclusively by women. These events focused on issues relevant to women such as maintaining a "work-life balance". I of course spoke about the issue of..
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