Trust accounting requires specialist knowledge and skills to ensure that a trust delivers all of its desired benefits while staying compliant and avoiding any pitfalls.

A trust is created when a person (settlor) transfers legal ownership of assets to a certain person(s) (trustees), to be held on trust for the benefit of one or more named beneficiaries.  Trusts are a popular asset management and planning tool, and there are several types of trusts with different purposes.

UHY Haines Norton have been accounting for trusts for more than 60 years. Our expertise in trust accounting services and trust management includes:

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  • Family trust accounting
  • Investment trust accounting
  • Charitable trust accounting
  • Preparation and filing of trust tax returns
  • Trust compliance
  • Trust formations – set up and structuring to meet your goals

Our comprehensive trust accounting services provide you with complete confidence that your trust is ideally set up to meet your needs, and that your ongoing trust account management is in good hands.

Contact Us

Your first introductory meeting with us is freecontact us today to learn more about how our experienced trust accountants can help you. Our Auckland offices are located in Henderson (head office), Auckland CBD and Kumeu.