PAST PRESENTATIONS

  SAFE_Steward_Practices_Pacific.pdf
» May 28, 2019

  MyFiduciary_Services_2019.pdf
» May 28, 2019

  Flyer_Online_Education.pdf
» May 28, 2019

  Investment Best Practice for Fiduciaries
» May 27, 2019

  Discretionary Beneficiaries Rights in the light of Little v Howick
» February 26, 2019
Juliet Moses TGT Legal

  Cards on the Table? - Disclosure of Trust Information to Beneficiaries
» February 26, 2019
Vanessa Bruton QC

  Trusts Update
» February 26, 2019
Dr Andrew Butler, Barrister, Thorndon Chambers

  A Round Up of Recent Case Law - Hot topics & issues
» November 13, 2018
Presented by Rebecca Rose, Bell Gully

  Forensic Accounting in PRA Matters
» November 13, 2018
Presented by Marnus Beylefeld, Director, Sapere Forensic & Valuation

  Common Reporting Standards & Corporate Trustees
» September 25, 2018
Presented by Bill Patterson, partner at Patterson Hopkins

  Trusts and the Relationship Property Act
» September 25, 2018
Presented by Zara Matheson, Barrister - O'Connell Street Barristers

  Family Business Succession – How to Prepare Families for the Greatest Transfer of Wealth in Human History”
» August 14, 2018
Henry Brandts-Giesen - Kensington Swan

  Transforming Tired Trusts
» August 14, 2018
Lindsay Pope - Trustee Support Enhancing relationships between trustees, beneficiaries, settlors and advisers

  Estate Planning - Anticipating the Problems
» June 26, 2018
Estate Planning - Anticipating the Problems, presented by Timothy Orr, Martelli McKegg - 26th June 2018

  Generosity coming of age
» June 26, 2018
Generosity coming of age. Observations on philanthropy as part of estate planning Presented by Geoff Clews, Barrister & Chairman, Auckland Foundation - 26th June 2018

  Assessment of Capacity
» May 2, 2018
Assessment of Capacity - presented by Dr Mark Fisher and Professor Kate Diesfeld - 1st May 2018

  Current cases relevant to trustees
» March 7, 2018
List of current cases and brief description discussed by John Brown at opening of 2018 Mini Conference

  2018 Mini Conference Presentation - Geoff Clews
» March 7, 2018
The Russia House - English Trust Case and relevance to New Zealand Trust law

  Tax Developments Relevant to Tax Practice
» March 7, 2018
2018 Mini Conference Presentation - Denham Martin

  The Sharp End of AML/CFT – what you DO Need to know
» November 14, 2017
Fiona Hall / Barrister & Solicitor

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