The CAANZ Trust Special Interest Group is a unique forum of accounting and legal disciplines which provides practitioners working with Trusts the opportunity to update and extend their knowledge.  The group invites leading trust specialists to present up to date commentary on topical trust matters, stimulate discussion and the thinking of the diverse audience.  Topics are wide ranging including both technical and operational content.  Membership consists of members of the New Zealand Institute of Chartered Accountants, the New Zealand Law Society and others.

The group meets 6 times per year and each meeting usually comprises 2 expert speakers presenting on a current issue in concerning trusts.  Our annual mini-conference is our flag-ship event and has consistently provided high calibre speakers in the area of trusts.

Topics discussed in 2019 included:

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    Investment Best practice for Fiduciaries
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    • Disclosure of Trust Information to Beneficiaries

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    • Trusts and the Relationship Property Act



The annual subscription offers outstanding value for money in respect of Continuing Professional Development. The annual subscription is $250 a year and a link to the registration page can be found below



Your Trust Special Interest Group Convenors for 2020

Any member of the convenors committee would be delighted to hear from you in respect of feedback on the Trust Special Interest Group, ideas for future presentation or possible speakers.

Theresa Donnelly

Vicki Ammundsen