Trust Series 2023 - Adviser Obligations under the Trusts Act - 11 October 2023 (On Demand)


The Trusts Act 2019 provides that before the creation of the trust, the adviser(s) must take reasonable steps to ensure that:

  • the initial settlor is aware of the meaning and effect of the modification or exclusion of any default duties, and
  • the settlor is aware of the meaning and effect of any liability exclusion or indemnity clauses in the terms of the trust.

This webinar, which is accompanied by a practical supporting paper that includes a precedent letter of advice, certificate and trust addendum will consider:

  • the policy rationale for adviser obligations
  • the definition of adviser, settlor and initial settlor
  • the default duties
  • exemption and liability clauses
  • “reasonable steps” in the context of sections 39 and 43 of the Trusts Act
  • what to advise
  • who to advise
  • when to advise
  • how to record the advice, and
  • consequences of failure to comply with advice obligations

The webinar will conclude with a case law update followed by questions and answers.


11 October 2023


Attendees will learn the adviser obligations under the Trusts Act 2019, how compliance with these obligations should be managed and when these obligations do and don’t apply.


This webinar is targeted at all practitioners at all levels with an interest in trust law but will be of particular interest to practitioners who advise clients who are establishing new trusts or varying existing trusts.


Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.

1.5 CPD Hours

  • On Demand Event
    • $215.00 excl. GST
    Complete online in your own time (Self-paced)
    • $215.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.