Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
Apr 5, 2022
In recent years, our trust clients have had to deal with many changes brought about by the introduction of the Trusts Act 2019. There is now another change on the horizon that will also significantly impact them.
On 7 December 2020, the Taxation (Income Tax Rate and Other Amendments) Bill was passed introducing requirements for trusts for the 2021-22 tax year onwards.
The new rules apply to trustees of trusts that derive assessable income in a tax year and who are required to file a tax return. This means the changes won’t apply to the following types of trusts:
The new requirements affect how trust financial statements are prepared and require additional information to be provided in trustee tax returns. For some trusts, this will lead to increased compliance costs.
The information that trustees will need to provide include:
Click here to see more details of these changes in the Inland Revenue’s “Introducing the changes for trusts - summary sheet".
Our team of Private Wealth experts are currently working through what these changes mean for our clients and their trusts and will be in contact to give more specific details as they start to prepare the accounts and tax returns for the end of financial year.
If you want to learn more about how the changes impact you and your trust, our team is here to offer you support and advice, please contact us on 0800 878 783 or email [email protected]
Due to the IRD legislative requirements, Trustees Executors will be required to charge fees for the completion of this work on a Time & Attendance basis.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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