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.
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.
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.