Our
Annual Management of Trusts
Expertise
Annual management of a trust is important to assist the trustees to meet their annual obligations.
These obligations include meeting on a regular basis to consider all beneficiaries and keeping clear and accurate records of the trust’s assets and the trustees decisions.
Annual management includes:
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Advising on required annual trustee meetings Identification and tracking of specific timed trust events (such as a distribution when a certain age of a beneficiary is reached
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Liaising with financial planners and fund managers to ensure accurate trust asset record keeping
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Liaising with accountants to ensure trust records match accounting records
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Annual and ad hoc distributions of trust assets
Initial Contacts

Peter Eastgate
Trusts & Estates – Partner
+64 3 335 3455
