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NZ Trust Price List
HUGE
SALE ON NOW.
ALL INCLUDED!
ALL FREE.
FOREVER!
Establishment
During The Year
Transferring assets into the Trust (Fixed Fees)
Activity Fees (Incl. GST)
Transfer first property to the trust
Transfer extra properties at the same time (for each one)
Mortgage re-documentation (per mortgage)
Transfer cash assets, such as bank, deposits, investments, managed, funds (for each bank)
Transfer NZ shares (for each asset)
Requested bespoke activities
$999 0
$299 0
Market rate
$99 0
$99 0
$299 0
Setting up a trust
Activity Fees (Incl. GST)
Trust Documents
(Includes nonrefundable $699 establishment fee)
Initial gifting arrangements (one person)
Initial gifting arrangements (more than one person)
SALE $849, $1499
$99 0
$199 0
Annual Fees
Annual Fees
Activity Fees (Incl. GST)
Annual trust meeting
Annual Non Income Earning Trust (review)
Ongoing gifting programme per person
Preparation of tax returns
Income handling fee – calculated on gross income
$499 0
$199 0
$299 0
Hourly market rate
0
*All fees are incl. GST and excl. disbursements