Family Trust Management

Trustees of Family Trusts – are you keeping up with changes in Trust Law?

For trustees of Family Trusts, there have been significant changes to your obligations and to Trust compliance in recent years, with the introduction of the Trusts Act 2019.

It is increasingly important for trustees to actively manage Trusts and trustee meetings are a vital part of this. If a Trust is not administered correctly, it could cause considerable implications for you as a trustee.

We know that ensuring your Trust is robust and compliant can seem overwhelming.

To support you, Parry Field Lawyers have developed a comprehensive Trust Management service.

Tailored to your needs, our Trust Management team works with you to administer and maintain the effectiveness of your Family Trust.

For a one-off review of your Trust and personal documents, or to learn more about our annual Trust Management service, please contact us.

We have also recently published an updated guide to Family Trusts, which can be downloaded here.

Trust Management Service

Our Trust Management service gives you peace of mind, with our team handling all aspects of Trust administration, including:

Annual Trust Reviews & Trustees Meetings

Preparation of Annual Minutes

Maintaining Trust Records

Ensuring Government Legislation and Compliance Requirements are Met

Updating Trustees on any Legal Changes that may Affect the Trust

We offer practical solutions tailored to your circumstances, including updating Trust Deeds, changing trustees or beneficiaries, gifting and managing resettlements and wind ups. We also offer a review of your personal documents, such as Wills and Enduring Powers of Attorney.

We are here to offer guidance in Trust planning and work closely with other professionals to ensure your Trust structure remains appropriate and aligned with your goals.

Reach out to our Trust Management team today to learn more.

Our Trust Management Team

Kirsten Reekie

Kirsten Reekie

Senior Trusts Manager

Kirsten joined Parry Field in October 2022. She oversees our Trust Management Programme which specialises in the ongoing management of family trusts and includes Wills, family asset protection, and professional trusteeship. Kirsten enjoys working with clients to ensure their trusts are compliant and structured in the best way possible.

Outside of work, Kirsten enjoys spending time with family and friends, as well as walks with the much loved family dog, Louis.

Jenny Townsend

Jenny Townsend

Trusts Manager

Jenny joined Parry Field in January 2025 and has over 20 years legal executive experience. Jenny enjoys working with clients to manage and review their family trusts and estate plans.

Jenny is a Registered Legal Executive, having obtained her Legal Executive Diploma in 2023, and also has expertise in Elder Law, Wills, and Enduring Powers of Attorney.

Outside of work, Jenny enjoys spending time with family and friends, gardening and playing social tennis at her local tennis club.

Contact us

Feel free to reach out to discuss with one of our experts in this area or let us know your enquiry below.

Recent Articles

What is FATCA and CRS and how does it affect you?

,
New International Tax Legislation   Under FATCA (Foreign Account Tax Compliance Act), adopted by New Zealand in 2014, the United States aims to detect and prevent tax evasion by US citizens and tax residents on their worldwide income…

Are Residential Care Subsidies a Good Reason for forming a Family Trust?

,
Why do people form Family Trusts?   People form family trusts for a wide variety of reasons – most commonly these tend to be for the purposes of: protecting personal assets against business risk; maintaining control over the…

Does a family trust protect my home against relationship property claims?

, ,
You may have heard that trusts are a good protector of homes against relationship property claims. Indeed they may be – but they are not watertight protection. There are various ways that a trust can be attacked. It is therefore important…