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Family Trusts

As a small business owner, selling a trust-held property? The anti-money laundering due diligence rules have just been simplified by the NZ Government. Here's what’s changing.

Changes to the due diligence process when selling a trust-held property

August 6, 2025 / SME Business Advisory Team
Selling a trust-held property? The anti-money laundering due diligence rules have just been simplified by the NZ Government. Find out what’s changing and why the process is about to get easier.
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A trust is a powerful way to protect your assets and secure your family's future.

How to Use a Trust to Protect Your Personal Assets

July 31, 2025 / Kunal Topiwala
Have you considered the benefits of using a family trust? Here's how a trust can help you shelter your personal assets and protect the future of your family and business.
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Navigating NZ government tax changes on property, trusts and bright-line tests.

Navigating Tax Changes in NZ – What You Need to Know

April 3, 2024 / Manisha Kesha
Stay ahead of the game with the latest tax updates in New Zealand. From changes in property taxation to adjustments in trust tax rates, we've got you covered. Learn how these shifts will affect you as a property owner, investor, or trustee.
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Budget impacts on business including tax rates and childcare

The ‘No frills’ 2023 budget – What does it mean for you?

May 24, 2023 / Mishali Patel
What’s in this Budget for the Kiwi business owner? From trust taxes to apprenticeships, to avoiding a recession, we look at the items most likely to impact you.
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trust act changes | trust beneficiary

Changes to the NZ Trust Act add more complexity – don’t be caught out!

May 30, 2022 / Kunal Topiwala
Recent changes to trust legislations have added another layer of complexity to the management of your assets. Here's how settlors and beneficiaries are captured in the new rules.
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Tighten Trust Rules

Trust Rules Tighten Under New Top Tax Rate

September 20, 2021 / Kunal Topiwala
This year the top tax rate increased to 39%.  That means Inland Revenue also need to make other tweaks to the tax rules so that all the various tax rates
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