Trusts


A trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Provide a minute keeping service
  • Prepare and file gift statements


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David Russell & Co ©

1071 Hinemoa Street, PO Box 482, Rotorua 07 349 8890
or 0800 786 543 Fax: 07 350 1323