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Trust Establishment Services
Setting up a properly structured trust to protect your assets.
- Trust structure
- Asset protection
- Establishment records
Accounting · Tax · Trusts — Auckland & New Zealand
Professional Accounting & Trust Management Auckland
Providing trusted accounting, tax and trust services for New Zealand business owners and families.
Bennett Advisory · New Zealand
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Bennett Advisory helps New Zealand families and businesses with practical accounting and tax advice and carefully administered trusts.
Accounting · Tax · Trusts
Accounting, tax and trust services
Practical advice for New Zealand families, businesses and trustees.
Trusts
Are you concerned about the administration of your trust or want to discuss how a trust could assist you in protecting your assets to provide for future generations?
Having a properly administered trust with accurate records is the backbone of ensuring your trust is protected from being “busted”.
At Bennett Advisory we are supported by cloud-based trust administration software backed by top New Zealand trust experts to ensure compliance with the trust legislation.
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Trustee Services
Acting as an independent trustee to work with you to keep your trust compliant.
- Independent trustee
- Ongoing compliance
- Trustee records
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Ongoing Trust Administration
Accurate record-keeping and annual administration. We do not need to be a trustee to assist with your trust administration.
- Accurate record-keeping
- Annual administration
- Trustee support
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Trust “health-check” Reviews
Checking your trust documents against current legislation.
- Document review
- Legislative compliance
- Required updates
Accounting & tax
Accounting for small to medium businesses, individuals and trusts utilising the Xero platform by a Chartered Accountant.
Tax affects everyone and it is key with personal and business affairs to select an ownership model and structure that provides you with the appropriate protection, taxation and compliance.
At Bennett Advisory we can assist you with structuring your personal and business affairs.
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Accounting and tax advice
Accounting for small to medium businesses, individuals and trusts utilising the Xero platform by a Chartered Accountant.
- Accounts and tax returns
- Overseas investment income calculation
- Rental property taxation
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Specialist tax and structuring advice
We can assist you with structuring your personal and business affairs for appropriate protection, taxation and compliance.
- Taxation on business transactions
- Structuring for efficiency
- Domestic and offshore structuring and restructuring
- Tax risk review
Trust health-check reviews
Will your trust stand up to scrutiny?
If you are wondering whether your trust will stand up to scrutiny, get the team at Bennett Advisory to review the trust documentation and we can tell you what needs to happen to ensure your trust complies with the trust legislation.
Often this is a two-stage process: firstly, to review the documentation and secondly, to bring the documentation up to date following the review.
Ask about a trust health-check- 01
Review
We review the trust documentation against current legislation.
- 02
Bring it up to date
We advise on and complete the documentation needed following the review.
Professional standards
Experience supported by trusted professional networks
Specialist trust knowledge, Chartered Accountant expertise and cloud-based accounting support sit behind the work.
STEP
STEP is the global professional body for trust and estate practitioners, advising families across generations.
About STEP
Chartered Accountants
Accounting for small to medium businesses, individuals and trusts by a Chartered Accountant.
Why choose a Chartered Accountant?
Xero Gold Partner
Accounting for small to medium businesses, individuals and trusts utilising the Xero platform.
Learn moreClear, practical and built for the long term
Professional advice you can understand
Practical advice
Straightforward guidance in plain English that you can understand on complex tax and trust matters.
Long-term protection
Structures built to provide for future generations.
Experienced team
An experienced team of professionals keen to work with you to build your dream.
A straightforward process
How we take you from the first conversation to ongoing compliance
We start with your goals and requirements, then review, advise and implement the work needed.
- 01
Start with a conversation
A straightforward first conversation to understand your goals and requirements.
- 02
Review and advise
We review your documentation and advise on what needs to happen.
- 03
Implement and support
We implement the plan and keep things compliant over time.
Depth across the practice
Decades of accounting, tax and trust experience
Melanie has over 10 years of tax experience within Big Four firms to a Senior Manager level, as well as leading the corporate tax team at Guardian Trust, now Perpetual Guardian.
- 25+
- Years providing accounting, tax and trust administration advice — Melanie Bennett
- 15+
- Years working across trusts and estates — Sarah Clay
- 30+
- Years in management and financial accounting — Glenn Schussler
- 10+
- Years of accounting and administration experience — Helen Gleeson
People behind the advice
Meet the Bennett Advisory team
Director · 25+ years' experience
Melanie Bennett
Melanie has over 25 years’ experience providing accounting, tax and administration advice to trusts, their trustees and beneficiaries.
Trust Manager · 15+ years' experience
Sarah Clay
Sarah has over 15 years’ experience in administering family trusts.
Accountant · 30+ years' experience
Glenn Schussler
Glenn has over 30 years of management and financial accounting experience.
Accounting Assistant · 10+ years' experience
Helen Gleeson
Helen has over 10 years of experience in providing accounting support and administration assistance to companies.
Based in Titirangi · Supporting New Zealand
A local practice with nationwide reach
Find Bennett Advisory at French Bay Yacht Club, Titirangi, Auckland. We support clients throughout New Zealand.
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Get in touch
Need clarity around your accounting, trust or tax position?
Start with a straightforward conversation.