| There are many good
reasons to have a trust and there are many different
types of trusts. The assets you put into a trust are
protected in a wide range of situations because you
no longer own them yourself.
Paul Logan & Baubre Murray will explain everything
you ever wanted to know about operating and managing
a trust but were afraid to ask. Their presentation will
cover as many of the basic issues involving trusts,
including:
- why do I want a trust anyway?
- the four main ownership structure for property
– personal, partnership, trusts and companies
- the benefits and disadvantages of each ownership
structure
- the different types of trust commonly used to own
property such as family trusts, investment trusts
and trading trusts
- who should be the trustees, how many, and what
liability they may be exposed to
- how trustee liability can be managed
- managing a trusts finances
- minutes of meetings and resolutions
- any other requirements that must be complied with
- what does the IRD look for when it suspects a trust
may be a sham?
- what you should do to avoid any appearance of a
sham trust
- trading trusts and GST
- possible structures and operational requirements
for investors with both rental property and developing/trading
in property
Paul Logan
Paul completed his Bachelor of Laws degree at Victoria
University and then spent several years in Hamilton
and two years living in England. Upon his return to
New Zealand in 1988 he worked in Wellington and Lower
Hutt before joining Gaskin Avison in 1994. Paul is married
with three teenage children and enjoys being involved
in their many and varied activities.
Baubre Murray
Baubre has been a chartered accountant for more than
20 years and operates her own accounting practice, Dowse
Murray Chartered Accountants Ltd. The practice client
base focuses on small – to – medium-sized
businesses. Baubre also runs a management consultancy
business with a number of public and private sector
clients.
Baubre is a property investor and writes a monthly finance
column for NZ Lifestyle Block magazine.
Where: Kingsgate
Hotel Portland, 24 Hawkstone Street, Thorndon,
Wellington
When: 08
May,2007
What Time: Meet 7.00pm for 7.15pm start
Investment: Capital PIA Members Free,
all visitors $20.00 per person
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