Ake for Family Trusts

Unlock a thriving future for your whānau

Ake’s team of Whakatāne and Tauranga based accounting professionals are here to help you protect, nurture and grow your trust’s assets.

We provide Chartered Accountancy and Advisory services for a wide range of clients - from relatively simple Family Trusts who require a precise and cost-effective Annual Returns & Taxation service, to those who are looking to unlock the potential of their asset base.

We can also reduce your administrative load, taking care of GST Returns, Bookkeeping and Payroll.

Our Trust Review is a key service we recommend undertaking annually to ensure your Family Trust remains fit for purpose and is meeting its obligations. If your Family Trust is evolving, we can provide Succession Planning to transition assets to new ownership, enable growth, or allow you to step away in a managed way.

Are you a Māori Trust or Māori Authority with aspirations to grow and nurture your asset base?

Ake Projects is our specialist consultancy that helps Māori and Ahu Whenua Trusts explore different opportunities for growth, and establish action plans for achieving their aspirations.

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Ngā Ratonga | Our Services

Ake Accounting

Values-based accounting services for whānau, business, trusts, Māori Authorities and organisations. Gain expert advice on tax and year-end compliance, or outsource bookkeeping, payroll & GST to our team.

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Ake Advisory

Practical & personalised workshops, coaching and expert advice for business and organisations. From building strong foundations to unlocking growth opportunities, we provide the tools needed to reach your aspirations.

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Ake Projects

Fostering transformative futures for our people and whenua. Our services include land and resource use feasibility studies, funding applications and reports, strategic development, governance and more.

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You might be interested in:

Trust Review

The robustness of Family Trusts is under ongoing scrutiny as a result of the Law Commission review on the law of Trusts.
Our Trust Review service examines the set up of your trust, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.

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Annual Accounts

We use the latest accounting technology to provide you with a cost effective and efficient annual returns service.
We can help with your tax queries, offer planning and advice and manage your personal and Trust tax returns, assisting you right from when you register with the Inland Revenue Department.

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Succession Planning

Succession Planning allows you to transition your business, farm or orchard to new ownership in a managed and systematic way; reducing stress while achieving the best outcome for everyone involved.

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