We specialize in managing trusts with precision, integrity, and a commitment to your financial well-being. Our team has a deep understanding of New Zealand’s trust laws and regulations. We’ll navigate the complexities, so you don’t have to.
We’ll assist you in crafting a trust that aligns with your objectives and meets legal requirements.
We know you’ve got better things to do than stare at reports, work out GST or think about tax. Your organisation needs your time and direction and we’re here to help you get back to it.
We’ll take care of your compliance requirements by handling the preparation and lodgement of your organisation’s tax returns and GST returns. We’ll also prepare your annual financial statements and take care annual administration. We stay up-to-date with the latest developments in trust administration to serve you better. You can always contact us via email if you have any questions.
We offer a free 45-minute Proactive Accounting Meeting (PAM) with our director and Chartered Accountant Michelle. The PAM is for us to get to know you, your situation, and your personal & financial goals.