NZ Domestic Trusts

The Covisory team have an expert knowledge of New Zealand trust law issues, and a detailed understanding of the practical and commercial issues involving trusts and their implications to you personally and your businesses. We work seamlessly with your lawyers and other advisors to ensure the right vehicle is put into place.

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Trustee Services

 

We provide independent trustee services to a wide range of New Zealand domestic trusts.

Our services include:

Full Trust Administration Services.
  • To assist you in ensuring that your Trust adheres to the current Trust Legislation.
  • The decisions of the trustees, and other parties to the trust are properly documented.
  • The Trust record keeping is up-to-date.
  • Accurate and timely reporting is maintained and communicated to all parties to the trust.

 

Act as a Court Appointed Trustee
 

 

Act as an Independent Trustee.
  • Have an independent Trustee Company for New Zealand Domestic Trusts (Covisory Trust Limited) which can act as a Corporate trustee of a Trust.

 

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Trust Formation

 

We provide full formation services for New Zealand Domestic trusts. This includes initial client meetings as well as the drafting of all trust documentation based on the instruction of the client.

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Trust Reviews

 Our team provide a comprehensive and full review of your Trust Structures. This may be due to changes in family dynamics or law changes.

Our review will include:

  • Advice and recommendations on what steps to take on a go-forward basis.
  • Asset Planning & Wealth Protection

 

Next Steps

We welcome your call. Discuss how Covisory can assist you with your NZ Domestic Trust.