Straight Forward,
Transparent Pricing
Charitable Trust Creation Fees
Creating and setting up a trust can involve a number of documents to be created and decisions to be made. It is important that this process is completed correctly to ensure the validity of the trust.
We offer advice depending on your individual situation and our fixed fee trust creation packages allow you to add additional services as required. After we have spoken with you regarding your requirements we will put together a fixed fee estimate that will suit your needs.
A schedule of our standard fixed fee costs is below so that you can determine what a trust set up may cost you.
Additional Services
Our fixed fee Trust creation services all come with personalised advice regarding the setting up and administration
of your trust and what benefits it can provide. If you would like more information on our additional services, please contact us.
$49.95
prices GST inclusive
Will
Preparation
$99.00
prices GST inclusive
Initial Gifting
Documentation
$55.00
prices GST inclusive
IRD Number
Application
$99.00
prices GST inclusive
Deed Of Acknowledgement
of Debt
$150.00
prices GST inclusive
Obtain Charitable
Status with IRD
$950.00
prices GST inclusive
Charitable Trust
Annual Reporting
$750.00
prices GST inclusive
Family Trust
Annual Reporting
$1400.00
prices GST inclusive
Transfer a property
into a trust
$700.00
prices GST inclusive
Additional
property
$400.00
prices GST inclusive
Mortgage
Re-documentation
$90.00
prices GST inclusive
Transfer
NZ Shares
$90.00
prices GST inclusive
Transfer any
cash asset
Annual Administration Fees
It is important that a trust is properly administered or it may not provide the protection and benefits that it was set up to provide. We offer fixed fees to take care of annual and on-going activities such as annual meetings and gifting programs to ensure that your trust is properly administered.
$250.00
prices GST inclusive
Annual Trust
Meeting
$50.00
prices GST inclusive
Ongoing Gifting
Program
$125.00
prices GST inclusive
Additional
Advice
Third Party Costs
From time to time when we create a trust for you and transfer certain assets to that trust we will incur third party costs. These costs will be passed onto you at the time that we complete your work as part of our final bill.
Some common third party costs are:
-
- Property valuations;
- Search registration and other fees relating to Land Information New Zealand;
- Bank documentation charges, and
- Office costs and postage.
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.