Fee Schedule - New Zealand Foreign Trusts

Formation Fee - $5250 paid upfront.


  • Deed
  • Letter of Wishes
  • Opening Minutes
  • Initial KYC Checks for parties associated with the Trust


Annual Charges

Fee for acting as a Trustee or a Director of a Private Trust Company.

Base Charge of $5,500 pa, paid in advance.



  • Annual Meeting
  • Gifting
  • Maintaining Trust Records
  • Casual Signing (at our offices – up to 10 minutes)


Fee for CRS (Common Reporting Standard) Compliance

Charge of $330 pa


  1. All prices are quoted in NZD$ and will be zero-rated for GST unless stated otherwise.
  2. Additional and bespoke work will be extra charged at $595ph.
  3. Prices quoted are for standard only.
  4. Unless specified otherwise we will hold the Trust Folder (original documents) at our premises.
  5. All fees are for our Trustee Company [Covisory (NZ) Trust Limited] to be one of the Trustees. If a private trust company is required, the fee will be by negotiation.