Trust Disclosures and Trustee Obligations 2026 — Tax Considerations (live webinar)

Trusts continue to be an area of focus by the Inland Revenue Department.

This course will look at the trust disclosure rules and trustee obligations in a practical way using examples where possible.

We will cover both the domestic trust disclosure rules and the foreign exemption trust rules.

As part of deciding on which obligations exist and what rules will apply, it is necessary to consider the following:

1. What is a trust from a tax perspective?
2. What are the trustee/settlor obligations in terms of taxation filing and payments?
3. What disclosures are required?

This course will look at a number of common examples and work through the compliance and disclosure obligations and registration requirements. 

Upon satisfactory completion of this activity, you will be able to:

• ascertain whether there is a trust and the nature of the trust
• articulate what registration and disclosure obligations there might be
• provide advice and guidance to trustees on their obligations from a New Zealand tax perspective

Suited to:

Intermediate to senior accountants and lawyers that advise on trust and estate matters.

Duration: 1.00 CPD hours (approx. 55 mins content + 5 mins Q&A)

PRESENTER

Nola Crafar, Senior Manager Findex/Crowe
Nola is the senior manager for Findex in the Dunedin tax team. She has been with Findex for over 15 years where she advises on a wide range of tax matters including trust disclosures, trust distributions and trust classifications, relationship property considerations, land tax rules amongst other things. She also assists other advisory firms and manages Inland Revenue Department queries. Nola's contact number is 021663855