Property & Trust Event - Seminar Recording 2016

Trusts Tips, Tricks & Traps Download

The 2016 GRA Property and Trust event was held on 22nd June, with over 200 people in attendance. At Gilligan Rowe & Associates we understand the importance of sharing information to help people better build and protect their wealth, which is why we ran this event and why we have now made it available on video. 

In her presentation GRA's Trustee Services Director, Janet Xuccoa, talked about the challenges of the current property market and the importance of protecting the assets you work so hard to attain. Trusts are a well-known protection mechanism but they are only effective if established and run correctly, and Janet explained what trustees need to be doing to achieve this. 

If you were unable to attend the event, or would like to review the presentation, you can access the video (including slide images) by clicking on the button below. 

You will also get access to presentations by the guest speakers - Shanon Aitken of Crockers Property Group, who explained how to manage investment properties to maximise rent and avoid the pitfalls landlords can fall into, and Lorene Rutherford from Westpac, who discussed finance for investors.

Trust Tips

Topics covered in these videos include:

  • Why the way your trust is set up is vital to providing the protection you seek
  • How to ensure trust assets actually go to the beneficiaries
  • What trustees should now be doing to ensure they meet their legal trustee duties and protect the trust assets
  • How trustees can avoid sham trusts 
  • Recent traps we've seen trusts and trustees fall into which have decimated the wealth of the trust
  • Overview of the current property market
  • Ways parents can help their children invest in property
  • Simple steps to maximise income for your investment property
  • What you need to know about insurance
  • New health, safety, insulation and fire alarm requirements investors need to be aware of
  • What's involved with getting finance for investment properties
  • What the banks are looking for and how this might differ to what you expect 

Trust Tips

If we can assist you in running your trust or if you have questions, please contact us at info@gra.co.nz or telephone +64 9 522 7955. We would be happy to help you.