NZ TRUST TAX ISSUES WHEN MOVING TO AUSTRALIA

NZ Trust tax issues when moving to Australia.

NZ Trust tax issues when moving to Australia. Is that “a thing”? Ooooh yes. Let’s explore: New Zealand trusts are often treated as simple, stable structures. That sense of stability can quickly unravel when trustees or beneficiaries move offshore—particularly to Australia. Every year, thousands of New Zealanders relocate across the Tasman for lifestyle, family, or…

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WHAT TRUST TAX CHANGES MEAN FOR MY FAMILY

What trust tax changes mean for my family: Is that something you have been wondering about? Lately, I’ve been hearing a lot about rising taxes on trusts and the growing wealth gap between generations. Like many families, we’ve worked hard to build up some assets — a home, maybe a rental or two, a business…

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COMMON MISCONCEPTIONS ABOUT FAMILY TRUSTS

Estate planning worksheet

The beneficiaries have the legal right to be informed and to be considered, and as a trustee you must prove that you have consistently done this.  In other words, there is no such thing as a “passive” trustee.  

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