Accounting for Trusts
Expert accounting and tax services for family trusts
Requirements for accounting and taxation for trusts have increased over the last few years with the introduction of the Trusts Act 2019 and, beginning in the 2022 financial year, increased reporting and disclosure requirements from the IRD.
If you have a trust, you will be aware that having an external accountant is part of good trust management.
If you’d like to organise a no obligation meeting to discuss your accounting requirements, please contact us.
What we do
- Annual financial statements
- Bi-monthly GST returns
- Tax returns
- Provisional tax reminders
- Accounting support
- Tax advice
Latest News
New trust tax rate: mitigating over-taxation
As part of the Taxation (Annual Rates for 2023 – 24 Multinational Tax and Remedial Matters) Bill, the trust tax
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Trusts update July 2023
Over the last few years there have been several changes that alter the landscape for family trusts. These changes include
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Using a trust to own shares in a company – Updated August 2023
With the increase in 2021 of the personal tax rate to 39% for anything earned over $180,000, and with rampant
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