Description
Join our not-to-be missed webinar designed for trustees, trust administrators, and advisers—exploring the essentials of effective trust administration, from cost-conscious practices under section 4(b) of the Trusts Act to case law updates, fee structures, and core record-keeping obligations.
Bundz v Anderson [2025] NZHC 887 highlights the importance of competent trust administration. The background of this case is a trust where the vesting date was brought forward due to an error in relation to the ownership of a property and the existence of outstanding debts.
HIGHLIGHTS
This webinar, which includes a question-and-answer session, is targeted at trustees, trust administrators and trust advisers, will explore the essential elements of proper trust administration.
Topics covered include:
- An exploration of section 4(b) of the Trusts Act (a trust should be administered in a way that avoids unnecessary cost and complexity)
- Case law up-date
- Fees for trust administration
- Appropriate accounting records
- Core document obligations
- Corporate trustee record keeping
- Disclosure obligations
- AML/CFT compliance
- FATCA / CRS
- Record keeping
- Beneficiary management
WHY ATTEND
Trusts must be administered to avoid unnecessary costs and complexity. This means that trustees must consider how to ensure administration that is properly aligned with a trust’s assets and purposes.
ORIGINAL BROADCAST DATE
29 October 2025
LEARNING OUTCOMES
Attendees will learn:
- The difference between trust administration, trustee services and trustee decision making
- Guidelines for appropriate trust administration
- Trust compliance obligations
- Core document responsibilities
- How to determine an appropriate fee structure for trust administration
- Corporate trustee record keeping
SUITED TO
This webinar is targeted at trust administrators, advisers, accountants and lawyers who provide trust administration services.
PRESENTER
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
Vicki is a director at Vicki Ammundsen Trust Law. Vicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation, and case law. As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law.