Package Fee (incl GST)

• $325 - Law Society members and Associate members (usually $490)
• $420 - Non-members (usually $630)

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

Online CPD Modules

Disclosure of Trust Information - 1 CPD hour

• Publication date:  February 2023
• Author: Aimee Mitchell

One of the most significant changes made by the Trusts Act 2019 relates to the disclosure of trust information to beneficiaries, particularly the imposition of obligations on trustees to take proactive steps when it comes to disclosure of certain trust information. This module will take a practical approach, covering the obligations imposed by the Act and what steps trustees should be taking to ensure that those obligations are fulfilled, along with case studies to illustrate the new rules in action.

Constructive Trusts - 1 CPD hour

• Publication date:  November 2022
• Authors: Mike Lennard

A constructive trust is an equitable remedy that prevents the person holding the property from unjustly benefiting from that property. This module will look at the features and types of constructive trusts; the factors that must be established to determine a constructive trust, as well as the potential remedies and outcomes when a constructive trust exists.

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Varying Trust Deeds - 1 CPD hour

• Publication date: September 2022
• Authors: Aimee Mitchell

The landscape in relation to trusts has changed significantly in recent years and, adding to the complexity, is the Trusts Act 2019 which came into force on 30 January 2021. The changes have prompted clients and advisers to review their trust arrangements. Where trusts are to be retained, there is often a need to update the trust deed to ensure consistency with the legislation and to account for changes in circumstances. This module will adopt a practical “how to” approach that will assist you in varying trust deeds to effectively meet your clients’ needs and to account for the changes made by the Trusts Act 2019.

This module will cover:

• Common modifications which are being made as a result of the Trusts Act 2019
• How to vary a trust deed, whether by exercise of powers under the deed or by use of the statutory powers in the Trusts Act 2019, and recent case examples
• Issues that may arise when varying a trust.

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Rethinking Traditional Asset Planning in NZ - 2 CPD hours

• Publication date: May 2021
• Author:  Vicki Ammundsen, Henry Brandts-Giesen

Trusts are often the centrepiece of a New Zealand family’s asset plan, however, quite often they provide only limited benefits and sometimes they cause more problems than they purport to solve. This seminar will take a practical approach in helping you advise your clients on the various benefits of and applications for trusts, some of the disadvantages, the associated governance and compliance obligations, and some alternative asset planning devices.

This seminar will include discussion about:

• The reasons for asset planning
• The traditional approach to asset planning in New Zealand
• Some of the challenges faced by the modern asset planner
• Alternative and additional approaches to asset planning.