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Accounting and Tax

The Final Countdown - NZ Trust Law Webinar

Paul Moodie
16 July 2021
1 min read

16 July 2021

The new Trust legislation came into effect on January 2021. This signalled the first major change in Trust Law since 1956. The new act lifts the expectations on trustees, it also puts the emphasis on the role and responsibility to look after the interests of the beneficiaries. With deadlines for action, this is an important update for all trustees.

Hosted by Paul Moodie, Senior Partner in Performance Consulting and Daniel Gibbons, Partner in Tax Advisory, the topics covered include:

  • What hasn't changed: mandatory duties, timelines, and responsibility to contact beneficiaries

  • What has changed: COVID, Brightline, interest deductibility and top marginal tax rates

  • What have we learned: focus on self interest, investment responsibilities, Anti-Bartlett, diversification, investment strategy and tax issues

Author: Paul Moodie | Senior Partner

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.

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