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Auckland Trust SIG 2021

Meeting bi-monthly, the Trusts group covers all a range of subjects in this dynamic area of law. Speakers are all leaders in their respective areas and the topics are wide ranging including both technical and operational content.

Available to attend in person and online. 

A connected network of accounting and legal professionals providing technical and topical perspectives on trusts.

Annual Purchase
Member $187.50
Non-Member $240.00

Casual Session Purchase

Member $56.25
Non-Member $71.25

Half year Purchase (July - Dec)
Only available for purchase from July 2021
Meeting Dates

Tuesday, 23 February - Mini Conference
Tuesday, 27 April
Tuesday, 25 May
Tuesday, 27 July
Tuesday, 28 September
Tuesday, 23 November
Topics from 2021
Mini Conference, February 2021:
  • Current Issues concerning the insolvency of trustee companies - Presented by, Associate Judge Roger Bell.
  • A trust or a bundle of rights? - Presented by, Isaac Hikaka
  • Income Tax Rate and Other Amendments Act 2020 - Presented by, Keith Turner

11 May 2021
  • Brave New World:Trust Wind Ups post Trusts Act - Presented by Henry Stokes, General Counsel, Perpetual Guardian and Theresa Donnelly, Legal Services Manager Perpetual Guardian

Topics from 2020
Mini Conference, featuring;
  • Honorable Sally Fitzgerald
  • Bill Patterson, LLB, LLM (Hons), TEP - Managing Partner, Patterson Hopkins
  • Rebecca Rose, Practicing Barrister, Bankside Chamber

What does it mean to be a Professional Trustee Presented by, Russell Stewart and Michael Robertson
What is the issue for CAANZ members?
The law of trusts in New Zealand is undergoing significant change.

What does it mean for CAANZ members?
CAANZ members who are trustees of or advisors to trusts need to ensure they are aware of these changes.

What can CAANZ members take away?
The law has evolved positively, and the new legislation largely reflects existing trust law principles, but all New Zealand trusts should be reviewed to ensure they are compliant with the new law with governance and administration arrangements optimised
Presented by, Henry Brandts-Giesen, Partner, Dentons Kensington Swan (Auckland) and David Ireland, Partner, Dentons Kensington Swan (Wellington)

Current Tax Issues for Trusts Presented by, Ivy Chen and Lisa Murphy, RSM NZ
Acquisitions to and from Trusts and Estates Navigating Overseas Investment Act Presented by, Annelies McClure

Being Current with the Trusts Act 2019 Presented by, Bill Patterson, LLB, LLM (Hons), TEP - Managing Partner, Patterson Hopkins and Greg Kelly 

Topics from 2019 
Duties of trustees Presented by, Andrew Butler, Thorndon Chambers 

Disclosure of trust information and through discovery Presented by, Vanessa Bruton

Beneficiaries rights at present and how that will change under the new legislation Presented by, Juliet Moses, TGT Legal

Tax updates for trust and trustees Presented by, Terry Baucher - Baucher Consulting Ltd

Trustee records Presented by, Greg Eden, Eden Perich Prewett Ltd

Fidicuary Investment Essentials Presented by, Ross Fowler and Aaron Drew, Fi360 Pacific and MyFiduciary
Chartered Accountants ANZ Conference Centre
Ground Floor, Carlaw Park
12-16 Nicholls Lane
Auckland 1010


Via live webcast
Committee Members

Christopher Jardine

John Brown
Vicki Ammundsen
Theresa Donnelly 


Topic: Member Regional Events

Sub-Topic: Special Interest Group

Format: Seminar

CPD: Upto 12 hours