Growing a successful business takes more than hard work – it requires clarity, confidence, and informed decision-making. While many business owners actively seek a business mentor or coach, one of the most effective mentors is often already part of their advisory team: their accountant.
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While most business owners in New Zealand understand the value of a good accountant for tax compliance, many are missing the “Success Formula” that turns a stable business into a high-growth asset.
Understanding how trusts work – and how recent law changes affect them – is essential for anyone looking to protect their assets or plan for the future. This guide explains the key features of family trusts in New Zealand, including how they are set up, the roles of trustees and beneficiaries, and the impact of the Trusts Act 2019.
Craig Nevatt, CA, CPP, MInstD is a Principal at DNA Chartered Accountants and leads the firm’s trust advisory services. With over three decades of experience, Craig specialises in trust structuring, compliance, and governance, supporting families and trustees across New Zealand.
Family trusts are a popular tool for protecting assets, managing wealth across generations, and planning for the future. But how robust is your trust?
Family trusts remain a valuable tool for asset protection and succession planning in New Zealand. But changes in legislation, family dynamics, and trustee responsibilities mean many existing trusts are no longer robust or compliant.
Let’s take a look at the Budget 2025 announcements that will have a direct impact on your small business, and how these initiatives may help to drive your growth and investment.
If you’re a parent or caregiver in New Zealand, you might be eligible for financial support through the Working for Families (WfF) scheme. Learn more…
Are you driving your business or is it driving you? Many business owners start out chasing freedom – more time, financial security, and less stress. But without a clear strategy, that vision often fades into long hours, constant problem-solving, and stalled growth.
Edel Roughton, CA is DNA’s Business Development & Tax Manager, with a dual focus on strategic coaching and interpreting tax legislation. Drawing on her background in both public practice and corporate finance, Edel helps businesses grow while staying compliant in a changing regulatory landscape.











