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Protect your assets
and your loved ones.

My NZ Trust, the quick, easy and cost effective way
to ensure what it is important to you is protected.

Cheaper, better, faster.

We offer a quick, easy and cost effective way to create a Trust and ensure whats important to you is protected.

Our trained staff are fully up to date with the rules regarding Trusts in New Zealand from both a legal and taxation perspective and can ensure that your goals for creating a Trust are met.

We are registered Tax Agents with Inland Revenue which means that we can also assist with any taxation work required when creating your Trust.

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Matthew Harris

Managing Director

Matthew has extensive experience working with Trusts, including 9 years working for Inland Revenue in the complex taxation area ensuring that Trust entities complied with their regulatory and tax obligations.

This experience ensured that Matthew both completely understands the legal concept of a Trust and how it can be utilised effectively, but also has a comprehensive understanding of New Zealand’s regulatory system and how this impacts on the use and administration of Trust structures.

In addition, Matthew has extensive experience with the rules surrounding obtaining charitable status and donee status with Inland Revenue and Charities Services and can help his clients meet these requirements.

Contact Matthew

Melanie Bennett

Melanie Bennett

Trust & Tax Manager

Melanie has over 15 years of senior-level Tax experience working for KPMG and Ernst & Young.  She has also led the corporate tax team at Perpetual Guardian (formerly Guardian Trust).

With over 10 years experience providing tax and administration advice to Trusts, their Trustees and Beneficiaries, Melanie is well positioned to help you maximise the benefit from your Trust Structure. Melanie can also provide tax advice to small to medium sized businesses, trusts and their families, including their investments.

Contact Melanie

Sarah Clay

Sarah Clay

Trust Manager

Sarah has over 9 years experience in administering family trusts, deceased estates, wills & enduring powers of attorney.

In recent years, Sarah has also worked in charitable trust administration while working for Perpetual Guardian.

Contact Sarah

Do you have a question
about our service?

We offer a hassle-free and affordable way to set up a trust that is tailored to your needs. We are registered tax agents with Inland Revenue and our service is simplified, making the process of setting up a trust easier than ever before.

Contact Us Live Support

You might also be interested in

Family Trust

Trusts are popular way of protecting property and managing assets. A trust is created when a person, called the settlor, transfers property to people known as trustees.

Find out more

Charitable Trust

A Charitable Trust is specifically set up to hold and protect assets for charitable purposes. Charitable Trusts usually qualify for tax exemptions and can also apply for done status.

Find out more

Wills

A Will contains instructions about what you want done with your property when you die and how you want your dependents (partner, children, etc.) to be looked after.

Find out more