Residential Care Subsidies – Pt 2
When elderly New Zealanders apply for residential care subsidies, the Ministry of Social Development’s initial letter of response often...
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There goes the neighbourhood…
You can’t ignore your neighbour’s unneighbourly antics because they live right next door to you.
What to expect when finalising an estate
When a loved one passes away grief is experienced differently by each family, and members within each family, and administering an estate...
Juggling Too Many Balls
When you have skin in the game, it is virtually impossible to step back from the storm and assess it dispassionately. This is where we can
Residential Care Subsidies – Pt 1
The need for residential care for the elderly is growing. This care has to be paid for, and so many elderly New Zealanders (or more...
ADLS/REINZ Agreement for Sale & Purchase of Real Estate, 11th Edition 2022
There have been numerous versions of the ADLS Agreement over the years. The most recent of these, the Eleventh Edition 2022, was released o
Ministry of Social Development are to correct financial means assessment for residential care
In the 2021 Budget the Ministry of Social Development (MSD) announced that they will implement a Court of Appeal decision on financial means
Glossary of Trust Terms
A trust is an arrangement whereby a person (the Settlor) transfers legal ownership of assets to others (Trustees) to be held for the..
New relationships
When people remarry, it is generally a happy occasion for their extended families. Occasionally, however, it creates opposing groups...
Kiwis living overseas & estates
Often people appoint family members as the executors and trustees in their wills. If one of the named executors is a New Zealand Citizen...
Lockdown & Settlement Delays
In the wake of two nationwide lockdowns and several localised lockdowns, we should all appreciate that if we enter into a property...
Estates and taxes
The often quoted “The only two certainties in life are death and taxes” (Benjamin Franklin 1789), is still true today....
Calling all Kiwisavers
KiwiSaver is a first important step to creating your wealth. The second important step is to protect that wealth...
What is Customer Due Diligence?
Why do need to ask for information?
New Zealand has passed a law called the Anti-Money Laundering and Countering Financing of Terrorism...
Renting to buy and illegal tenancies
The Residential Tenancies Act.
We are sometimes asked about renting to a favoured family or other residential tenant with option to buy...
Thinking of selling your business?
I am a business owner who wants to sell my business. I am not sure how to find a buyer. What should I do?
Buying a Section – Avoid the unexpected
If you are buying a section to build on you will know there are many things to consider:...
When a trustee of a trust loses mental capacity
A person losing their mental capacity can look like many different things. Essentially it means that they are no longer competent to...
The same questions keep coming up in our trust reviews…
Let us answer these very briefly.
What does the new trusts legislation require?
In simple terms, the new Trusts Act requires trustees to...
What is a trust review?
With much written and discussed on the Trusts Act 2019 the spotlight on family trusts is an excellent opportunity to take look at your...
Does your trust need a tune-up?
Just as a motor vehicle should be subject to regular tune-ups, so too a trust should be subject to review from time to time. This means...
Has my trust become obsolete?
The Trusts Act 2019 came into force on 30 January 2021. These legal changes mean that the reasons for retaining a trust may now be...
New Opportunities with the DCC Zoning Plan Changes
I** In submission period – closing 4 March 2021 ** The Dunedin City Council is currently considering a variation to the Second Generation...
Must your children know what you own?
The Trusts Act 2019 came into force on 30 January 2021. If you are a trustee you already know that you have few rights and that trust law...
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