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.
Category Archives: All Articles
10
Sep
Sep
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.
17
Jun
Jun
Family trusts are a popular tool for protecting assets, managing wealth across generations, and planning for the future. But how robust is your trust?
17
Jun
Jun
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.
06
Jun
Jun
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.
17
Apr
Apr
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…
09
Apr
Apr
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.
19
Mar
Mar
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.
07
Mar
Mar
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.
21
Feb
Feb
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.