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The Residential Care Subsidy: Asset and Income Tests Explained

by The Professional Trustee Team 18 May 23

If you’re enjoying a well-earned retirement, or looking out for the interests of your parents who are, there may come a time when rest home care is required, and you have to deal with funding the cost of that care. Will you be eligible for the..

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In my interactions with clients, I often come across small business owners who are facing numerous challenges. They are focused on marketing their business, attracting customers, and honing their expertise. Invoicing and tax tend to take a back seat, as the business owner’s immediate priority is..

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Three Bank Accounts you Must Have

by The Professional Trustee Team 31 Jan 13

Just a minute with Janet. Today I discuss the three bank accounts you must have in your life. This is exactly how I run my day to day banking. I hope you enjoyed my short video blog. .

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Firstly our hearts go out to those in Christchurch who have had to endure the earthquakes and aftershocks of recent times. Many of our staff have family in Christchurch and we have been hearing first hand the events of 22nd February and the flow-on effects..

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There is a lot of talk about the current property boom in Auckland and how prices will continue to rise due to the high demand for housing. There are two ways investors can benefit from those capital gains, one less risky than the other. Strategy 1The..

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Trump aftermath - what will it be?

by Matthew Gilligan 14 Nov 16

What does a man with $1 billion of property do when he becomes president and finds himself in control of the money supply, influencing credit conditions and the quantum of the government's fiscal spend as stimulus? The sceptic in me offers the following prediction. We..

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Trustee Duties

by The Professional Trustee Team 02 Jul 21

So you have set up a trust and you are a trustee, and you wonder, “what are my obligations as a trustee?” To answer that question we turn to the Trusts Act. Under this Act there are two classes of trustee duties, being mandatory and default...

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Trustee Minutes & Trustee Resolutions, What's The Deal?

by The Professional Trustee Team 31 May 11

As a professional trustee, I'm often asked two questions. First, what's the difference between trustee minutes and trustee resolutions and secondly, why are they so important?To answer the first question first, trustee minutes are really notes made of a meeting of trustees and the decisions..

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Trust Shake Up

by The Professional Trustee Team 20 Nov 12

Trustees have now been given fair warning – meet your legal liabilities and run the trust under your stewardship as you should or risk liability and your trust being deemed a sham. We've been advising our clients on this for years but the Commissioner has recently..

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Property 101by

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...
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