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Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration will also be invaluable.

We are able to:

  • Liaise with your lawyer to prepare and execute the vital documentation involved in trust formation
  • Attend to the special requirements involved in reporting for trusts
  • Advise on the Income Tax, GST and other tax compliance issues with trusts
  • Trust administration including:
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution
    • Annual gifting to trust

Contact us today to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.

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Client in the Spotlight

Self Storage Gisborne Ltd

When Peter and Sylvia Jex-Blake purchased 107 Disraeli Street in 2007, the Sunshine Brewery was the only tenant.  The balance of the site consisted of the original Gisborne Sheepfarmers warehouse, and the original Sheepfarmers manager's residence.  In search of a use for the warehouse, Peter came across the Self Storage industry.  Contact was made with a consultant, who put together a plan to convert the site into a self storage facility.  Hence, the beginning of Self Storage Gisborne...

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Meet our Team

Ian Chatfield

What is your current role at Graham & Dobson?
Consultant

Where are you from originally?
Born and raised in Gisborne.  Lived in Auckland, London and Gisborne

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What our clients say...

  • Parihohonu Station has been involved with Graham and Dobson since the early 1900s. They have proved to be of great value, producing a high standard of quality work, are trustworthy, astute, and approachable any time at all. The staff are very friendly and will bend over backwards for us. We always recommend this long established firm unequivocally.

    Avianne and Nigel Faram

  • We are grateful for the enormous amount of support the staff of Graham & Dobson provide. They have demonstrated a high level of understanding, knowledge and financial direction and deliver a consistent service in structured, efficient timeframes. This is a company with high integrity and strong values focusing on providing the utmost levels of customer satisfaction.

    Gisborne Stroke Support Group Inc.

  • Graham & Dobson helped me start my own business in 2007. Without their help and support the process would have been a lot harder. They offer excellent on-going support and advice.

    Karl Platten - Lawns Plus Ltd (GreenAcres)