NZ trust law update | Findex webinar

TaxConsulting

13 October 2020

The 'NZ trust law update' webinar is hosted by Findex Tax Advisory Partner Daniel Gibbons and Consulting Senior Partner Paul Moodie. From 30 January 2021, new legislation will come into force with changes that will increase trustee's responsibilities. Due to these changes, trustees are being encouraged to review their trusts to determine if they are still appropriate and that they comply with the new rules.

In this webinar they cover:

  • The trust law changes

  • The responsibilities for trustees going forward

  • Key decision considerations when assessing to retain a trust

  • An overview of the key tax considerations when amending or winding up a trust, including the tax considerations for beneficiaries

Author: Paul Moodie

Paul is a Chartered Director and Chartered Accountant. His clients include both public and private sector entities, as well as not-for-profit organisations. He has in-depth experience across all areas of governance, business management and leadership, as well as sales and acquisitions. An expert trainer and highly respected business facilitator and coach, Paul is a certified trainer of Franklin Covey’s ‘7 Habits of Highly Effective People’ and the de Bono Innovation Institute’s creative thinking skills. He is an independent Director on a number of boards and is a trustee of a number of charities. A clear thinker with a strong attention to detail, Paul is able to guide and support business owners and charities to achieve their goals.