Family trusts are a popular tool for protecting assets, managing wealth across generations, and planning for the future. But how robust is your trust?
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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.
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.
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.
Do you own rental properties in NZ? Stay up to date with the changes to mortgage interest deductibility rules and how they affect property investors.
Jeremy Fong, BCom (Hons), CA, CPP is a Principal at DNA Chartered Accountants, specialising in day-to-day accounting, general tax compliance, and residential rental property tax. He advises individuals and small businesses on everything from GST and payroll to interest deductibility and tax return obligations.
2024 has been a wild ride for many. Let’s celebrate the highs and lows as we transition into the holiday period. Download our E-Book.