Trust Administration
A Trust can help protect assets and preserve value for future generations, but it also comes with ongoing responsibilities. We help you understand what’s required, keep your Trust administration in order and regularly review whether your Trust continues to suit your circumstances.
Trusts shouldn’t simply be established and forgotten about. Changes to your circumstances, legislation and Trustee requirements can affect how your Trust operates. Our team can review your Trust structure, identify administrative gaps and help Trustees understand and meet their ongoing obligations.
Keep your Trust working as intended
-
Keep up with your responsibilities
Trustees have important legal and administrative obligations. We help you understand what’s required and identify areas that may need attention, so your Trust records and administration can be kept up to date.
-
Review your Trust as things change
Your circumstances can change over time, and so can the rules governing Trusts. Regular reviews help identify whether your existing Trust structure and administration continue to reflect your current situation and objectives.
-
Protect what you’ve put in place
A Trust may form an important part of protecting assets and preserving value for future generations. Good administration and regular reviews help ensure the structure continues to operate as intended.
Support throughout your Trust’s life cycle
-
We work alongside your legal advisors in putting the appropriate structure and administration in place from the outset.
-
Review your existing Trust to identify administrative gaps and consider whether it continues to reflect your current circumstances.
-
Keep Trust records and administration up to date and get ongoing support with the requirements that come with managing a Trust.
-
Understand your responsibilities as a Trustee and get guidance on the requirements that apply to the administration of your Trust.
Latest insights
Is it time to review your Trust?
Whether you’re establishing a Trust or want to make sure an existing one is being properly maintained, talk to the Bennetts Proactive team about what needs your attention.
The way New Zealand employers calculate and manage leave is changing. The Employment Leave Act 2026 has passed into law and will replace the Holidays Act 2003 in August 2028. The aim is to make leave entitlements clearer and easier for both employers and employees to understand.