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Over the past couple of decades the use of trusts as a method of protecting personal, business, and charitable wealth has gained popularity. This has also led to a re-think about how the New Zealand legal system handles these trusts and in particular the rules and regulations around the formation of and the responsibilities of the trustees.

Depending on the directives of the trust deed, trustees typically have two main duties with regard to investments held by the trust. The first is to provide income or capital to the beneficiaries of the trust and the second is to invest that capital in prudent and sound ways.

New Zealand Financial Planning is able to assist trustees by providing them with a Statement of Investment Policy that directs the investment of the capital using either the specific requirements of the trust deed or the Trustees Amendment Act. This policy can provide the trustees with the knowledge that they are using sound investment principles that will stand the test of prudence.

We are also able to provide full NZFP Game Plans for the beneficiaries that will provide you with several clear benefits. It will enable the beneficiaries of the trust to understand their own financial goals and objectives and what it will take to achieve them. The plans will also be able to provide you as a trustee with income information that they may require from the trust. This will enable you to plan investments easier and with a lot more certainty.

Key benefits to the trust and trustees

By having an NZFP Investment Plan for Trusts, you are;

  • Able to demonstrate a robust, prudent and defensible investment policy and process.
  • Significantly enhancing your ability to fulfil your legal and fiduciary responsibilities as a trustee.
  • Obtaining written and strategic advice from an Authorised Financial Adviser (AFA).
  • Utilising the services of an independent and highly qualified financial adviser with a knowledgeable, skilled, and experienced team behind them from one of New Zealand's most established and respected financial planning firms.
  • Able to easily manage and review the investment portfolio of the trust going forward.

Where to next

You can find more information on the NZFP Investment Plan for Trusts, what an NZFP Game Plan is for your beneficiaries and what is in an NZFP Game Plan on the right hand side. If you are ready to get going then using the details below find an office, find an adviser, or have us contact you.

The NZFP Investment Plan for Trusts

The NZFP Investment Plan for Trusts is a guiding document for the trustees and sits alongside the Trust Deed, providing a detailed analysis and plan for the investment of trust capital. It assists trustees in terms of planning, supervising, monitoring, and evaluating the management of the investment portfolio, clearly demonstrating the investment policy and process plus higher duty of care required of a professional trustee.

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The NZFP Game Plan

Since New Zealand Financial Planning (NZFP) was formed some 25 years ago we have been able to help many New Zealanders create financial independence and manage their wealth, giving them the freedom to enjoy life. We achieve this through an NZFP Game Plan.

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The Components of an NZFP Game Plan

In order to construct a well-rounded and well thought out Financial Game Plan we explore a variety of areas that influence your ability to achieve your goals and objectives and ultimately your financial independence.

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