Family trusts

Using trusts for the future

Kiwi Story

William owned a bach on ten acres with a beautiful beach in front of it. The bach had been in the family ...

Trusts in relationships

Kiwi Story

Keri was devastated when her marriage of 27 years broke up. However, when the farm and some other investments ...

Trusts and taxes

Kiwi Story

Alistair and Kim were both in sales and earned over $60,000 a year each with bonuses. When Kim’s ...

Trusts - Elizabeth and George

Kiwi Story

Elizabeth and George transferred most of their assets into a family trust some years ago. George was ...

Securing your future without risks

Kiwi Story

Stu and Pia were in their early 40s – the mortgage had just been paid off and the kids were starting ...

Have you got a trust?

Kiwi Story

Bill and Petra were at a neighbourhood BBQ at the Hodgson's house. Everyone was admiring the Hodgson’s ...

Family trusts and rest home subsidies

Kiwi Story

Tom and Sarah are both 82 years old. They are both in good health, but recognise that within a few ...

Legal info

During your retirement, you’ll need to know that your financial affairs are being handled as you want them to be and that you have someone who can act for you should you become too ill to mak

Trusts

Family trusts have been used for many centuries for many purposes.

Residential care subsidy

If you are aged 65 or over and need financial help to pay for long-term care in a rest home or hospital, you might qualify for a Residential Care Subsidy.