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Trust Administration

Trust Administration

Our Auckland Trust Accountants can make trust management easy

 
Murray Sharma acts as a trust advisor and managing agent for clients pursuing trust investments across Auckland. A trust is a legal relation where one organisation or person, known as the trustee, is responsible for safeguarding the assets of another organisation or person, who is known as the beneficiary. Usually a trust is established by a deed, which sets out the terms of trust and mentions about who will receive the benefits from trust, when will the beneficiary be able to receive the benefits from trust and how should the beneficiary get the benefits.
 

Our Trust Administration Managers at Murray Sharma & Associates Auckland can assist with:

 
  • Preparing and implementing the necessary documentation needed for trust formation
  • Family trust management & administration
  • Attending to the special requirements involved in the reporting for the trusts
  • Creation of an asset management plan
  • Trust administration services like minute preparation, taxation, annual accounts, income distribution, asset management and others. 

 

Get in touch with us for discussing the formation and administration of your trust. 
 
Murray Sharma provides advice for a plethora of financial services including property investment and small business administration, give us a call on 09 827 6872 to discuss your needs today.