Published: 29 August 2023
Authors: Sarah Kelly, Silvia McPherson
Pages: 41 + PowerPoint slides

Content outline

  • Traditional approach and the changing legal landscape
  • The Act
  • Special trust advisers and third party power holders
  • Investment of trust funds
  • Trustee compliance in light of the move from privacy to transparency
  • Other considerations for trustees
  • A lesson as to why trusts should be properly governed and administered
KELLY Sarah McPherson Silvia
Sarah Kelly
Senior Associate, Dentons Kensington Swan
Auckland
Silvia McPherson
Partner, Dentons Kensington Swan,
Auckland

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