A trust is an effective and flexible structure for protecting the assets you have accumulated, whether for retirement planning, providing for your children and grandchildren, facilitating succession planning, or safeguarding assets against potential claims. With our extensive experience in trust matters, we provide specialist advice on both trust formation and ongoing administration.

Trustee obligations can be complex and demanding. We assist you in navigating these responsibilities, ensuring compliance while reducing the administrative burden.

Our trust services include

• Preparation and execution of all essential documentation required for the establishment of a trust
• Assistance with trust reporting and compliance requirements
• Comprehensive trust administration: minutes, annual financial statements, tax compliance, asset management, income distribution

Company Formation and Administration

Company legislation imposes numerous administrative and compliance obligations on businesses, often consuming valuable time that could be better spent on core operations. As a business owner, you should not have to be burdened by compliance work — we can help alleviate this responsibility.

• General advice on company law and compliance
• Same-day company formation services
• Filing of annual returns on your behalf
• Preparation of all minutes and resolutions
• Maintenance of statutory registers
• Assistance with changes to directors, shareholders, company addresses, and registered office details
• Share transfers
• Provision of a registered office facility

Business Structuring

Whether you have recently acquired a business, are planning to launch a new venture, or are considering a joint venture, merger, or restructuring, we can assist you in selecting the most appropriate business structure and ownership model to support your objectives and long-term growth.

Buying or Selling a Business

If you are buying or selling a business, we can provide a professional assessment of its value and assist you in achieving the best possible outcome. For prospective buyers, we also offer guidance on key matters to consider during the due diligence process.

Immigration

We provide accounting and advisory support for immigration applications, including business plans, financial forecasts, and other documentation required by Immigration New Zealand.