Bentleys Chartered Accountants | Strategic Financial Partners for Your Success
+64 9 600 3900
Secure Legacies
Trusteeships and Trust Administration
We help businesses manage trusts with clarity, compliance, and long-term peace of mind.
Protecting Wealth. Preserving Legacy. Providing Clarity.
Trusts are versatile and powerful tools that have been used for centuries to protect and manage wealth, ensuring it is passed down to future generations securely and efficiently. At Bentleys Chartered Accountants, we recognize the significance of trusts in financial planning and family wealth protection. Trust Compliance, trustee obligations and disclosure requirements have changed significantly in recent years. We are here with our expertise to navigate you through the best use and ensure compliance.
Independent Trustee Services
We act as a professional, impartial trustee—helping to ensure that your trust is compliant, well-managed, and protected from conflict or poor decision-making.
Trust Administration & Record-Keeping
We manage all legal and financial obligations including minute-taking, gifting records, trustee resolutions, and documentation for IRD and legal audits.
Trust Compliance & Tax Filings
Stay on top of all trust compliance requirements, including income tax returns, beneficiary disclosures, and Inland Revenue reporting.
Strategic Trust Advice
From setting up new trusts to reviewing existing ones, we help you structure and manage your trust for asset protection, tax efficiency, and long-term family benefit.
Why Work With Bentleys?
- Over 20 years of trust management and advisory experience
- Transparent, fixed-fee pricing
- Deep understanding of New Zealand’s evolving trust law (including the Trusts Act 2019)
- Personalised support for families, businesses, and high-net-worth individuals
- Collaborative approach with your legal and financial advisers
Trusts Are Powerful—When Managed Properly
A poorly managed trust can cause more harm than good. Let Bentleys give you confidence that your trust is set up right, administered correctly, and aligned with your goals.
Get in Touch
Why Choose Bentleys
Our experienced tax team delivers cost-saving solutions while ensuring full compliance with complex tax laws.
We plan ahead, adapting your tax strategy to evolving laws to ensure long-term tax efficiency.
We tailor our tax advice to your unique financial goals, delivering strategies that truly fit your situation.
We respond quickly to your tax needs—we’re just a call or email away with prompt, practical support.