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Lucas & Lucas

Family Trusts

Many people who settled trusts over the last 20 years now question why their trust should be sustained, in the light of greater compliance costs. A simple trust, owing a home, for example, must now register an IRD number for a sale transaction. The paper addresses the relevance of family trusts.


Another offers information on how to make a family trust a more robust asset protection.


Many people do not know that it is a mistake to move all trustees to Australia and expect no tax effect on New Zealand trust property. So, for people who move to or from New Zealand there is also a brief paper on taxation and residency of New Zealand trusts.

For further information contact us or call (03) 477 8080


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Are trusts still relevant?

As numerous as trusts are in NZ, changes over the past 10-15 years in regards to case law, legislation and government practice (particularly

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