Skip to content

Family Trust

Should you buy or lease your business assets?

Should you buy or lease your business assets?

Should your business buy or lease essential equipment? Discover the pros and cons of each option, from owning an asset outright to spreading costs with a lease, and make the best decision for your business growth.
Read More
Understanding your business credit is key when you want to borrow money, and the right financing options can help you grow your business and unlock new opportunities as an NZ small business.

Business credit: using loans to grow your business

Having a good business credit profile is vital for accessing routes to funding. Here are six different ways to fund the growth of your NZ small business.
Read More
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

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.
Read More
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

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.
Read More
Financial Management and budgeting is vital for the health of a business. Talk to our experience client advisers today.

Budgeting for success: the importance of good financial management

A solid budget is the foundation for your company’s financial management and success. Here are 4 ways to stay in control of your business budgeting.
Read More
Productivity improving profitability for business and employees in New Zealand

Productivity Matters – Here’s Why

Productivity is a term associated with strong economies, robust businesses and the efficiency gains of clever staff. If businesses were efficient, we would have fewer failing, more employment and better incomes for owners and workers alike.
Read More
Tax changes to Trusts in new Zealand

Budget Summary for Small Business Owners with Trusts in 2024

From 1 April 2024, trustee income tax rises to 39%. Trusts earning <$10,000/year and certain special trusts stay at 33%. Inland Revenue clarifies what actions are acceptable. Will this apply to your trust and what actions should you take if it does?
Read More
trust act changes | trust beneficiary

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

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.
Read More
Refer a friend Scheme Accounting Auckland

Will your Trust still protect you under the new rules?

Kiwis love trusts – we have up to 500,000 family trusts in New Zealand. We use them for all sorts of reasons, but mainly as a way to protect wealth.
Read More