Trust Review

Family Trust are coming under more and more scrutiny particularly as a result of the Law Commission review. This should be a massive wakeup call for Trustees.

DAA Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.

The team at DAA have developed a number of resources and templates to help you to understand this very complex topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

If you have not reviewed your Trust recently then you should be making an appointment with the DAA Team before it is too late.

we make it easy

DAA goes that extra mile to look after you. We can offer meetings at your premises or home. Our mobile meeting service is also available after hours, and best of all, are provided at no extra cost! This is ideal for people who want to meet but not available during usual working hours.

We service all areas of Christchurch from Sumner to Rakaia, Akaroa to Rangiora and everywhere in between