Trust Administration

TAURANGA | PAPAMOA | TE PUKE

PROTECT YOUR ASSETS

Trust Reviews & Administration

Trusts can provide significant benefits in terms of protecting your assets and preserving value for future generations, but as with anything, you need to know what you’re doing to get the most out of them. It’s also important to review them regularly to ensure they reflect your current situation and continue to meet all statutory requirements.

Family Trusts are under ongoing scrutiny and changes in legislation can seriously affect the effectiveness of your Trust structure. The team at Bennetts Proactive will help ensure your Trust is robust and compliant with the optimal structure for tax benefits and asset protection. We’ll also identify any administrative gaps and help you ensure that Trustees are meeting their obligations.

A new Trust Act came into effect on 1 February 2021 which has updated many of the requirments of Trustees. Our team are across these changes and will guide you through the new requirements.

Maori Trusts

Bennetts Proactive act for a number of Maori Trusts in the Bay of Plenty and have the experience and expertise to support you with specialist tax advice pertaining to Maori Authorities.

The team at Bennetts Proactive can support you at each stage of your Trust’s life cycle

  • Establishing new Trusts

  • Reviewing existing Trusts

  • Ongoing Trust administration and management

 

Great team = Great results

Meet some of the talented individuals who’ll make sure your family trust is safe-guarded for the future.

Celebrating our team
Global wanderer providing world-class service at Bennetts Proactive
Global wanderer providing world-class service at Bennetts Proactive

What does having a well-used passport have to do with providing world-class service, you may ask? “A lot more than you’d imagine,“ laughs Stacey Farrelly, recently appointed Practice Manager at Bennetts Proactive Chartered Accountants.

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Meet our newest Associate
Meet our newest Associate

A third-generation Number-Ninja, Amanda’s rapid rise through the ranks has been no surprise to those who know her. A gift for numbers runs in the family, with her nana and mum both leading by numbers before her.

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The dragon-boating powerhouse behind your GST
The dragon-boating powerhouse behind your GST

Dawn takes life in her stride and brings a good-natured chuckle to everything she does. “I love that we have regular contact with our clients. In a bigger business, you don’t often get that opportunity.”

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GET IN TOUCH

We’re here to help

So whether you’re an established business ready to take the next big leap, or a brand-new business bravely taking your first steps, we’ll tailor a package to get you there. Find out how more about how we can help you and your business by booking your free consultation with the team at Bennetts Proactive.