Trust establishment & structuring
Working alongside your legal advisers to design and establish family trusts.
Why Family Trusts Matter
Family trusts remain one of the most effective structures in New Zealand for protecting assets, managing risk, and transferring wealth across generations.
Used well, a trust can protect assets from business and personal risk, support relationship property and estate planning, enable effective tax and income distribution planning and preserve wealth for future generations. Used poorly, a trust can quickly become non-compliant, inefficient, or vulnerable to challenge.
Our trustee services team helps you navigate changing trust and tax legislation, meet trustee obligations under the Trusts Act, and ensure your trust delivers the benefits it was designed for, without unnecessary risk.
Used well, a trust can protect assets from business and personal risk, support relationship property and estate planning, enable effective tax and income distribution planning and preserve wealth for future generations. Used poorly, a trust can quickly become non-compliant, inefficient, or vulnerable to challenge.
Our trustee services team helps you navigate changing trust and tax legislation, meet trustee obligations under the Trusts Act, and ensure your trust delivers the benefits it was designed for, without unnecessary risk.
Our Family Trust Services
Trust administration & maintenance
Ongoing support with minutes, resolutions, disclosures, and trustee meetings.
Trust accounting & tax compliance
Preparation of trust financial statements, beneficiary current accounts, tax returns, and IRD compliance.
Trust capital tracking
Monitoring capital movements to support transparency and AML source-of-wealth requirements.
Trustee support & governance
Helping trustees understand and meet their duties under the Trusts Act.
Independent trustee services
Available subject to conditions and regulatory requirements.
Relationship property & separation advice
Tax and accounting support where trust assets are involved.
Trust resettlements & vesting
Advice on early vesting, resettlements, and associated tax implications.
Trustee & beneficiary meetings
Facilitated meetings to support communication, clarity, and alignment.
Asset protection & estate planning advice
Best-practice guidance on the effective use of trusts.
Who we help
Talk to one of the team today
Why Choose PKF Withers Tsang
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Chartered accountants with deep experience in trusts
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Strong working relationships with legal professionals
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Experience acting as independent trustees
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Practical knowledge of Trusts Act disclosure requirements
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Chartered accountants with deep experience in trusts
-
Strong working relationships with legal professionals
-
Experience acting as independent trustees
-
Practical knowledge of Trusts Act disclosure requirements