Trust Administration
Here at Ake, we understand that Trust administration and compliance can be very time consuming mahi.
From setting up a Trust to Annual Accounts and organising your AGM, our Trust Administration Services give you the freedom to focus on what's most important, and the peace of mind that comes with knowing your Trust is highly organised and meeting its obligations.
Our services are suitable for Trusts of any shape & size - take a look at our packages or get in touch to talk about your specific needs.
Trust Administration Packages
Starting from $1500 +gst. Choose the service level that suits your needs, or talk to us about how we can create a bespoke package.
-
Annual Accounts
GST
Trustee fees
Bookkeeping
Debtor & Creditor Management
Monthly Financial Reporting
Attendance at Trustee Hui/AGM
AGM Organisation
Trust record keeping
-
Annual Accounts
GST
Trustee fees
Bookkeeping
Debtor & Creditor Management
Quarterly Financial Reporting
-
Annual Accounts
GST
Bookkeeping
Ake Secretarial Support
Spending all your time on admin tasks? Our wide range of Secretarial services can help you put your time and energy back into the important things.
We can support you with:
Distributions
Shareholder registry
Minute Taking
Trust Record Keeping
Board secretary services
Share register management and maintenance
Returning officer for elections
Word processing of confidential correspondence
Production of manuals, reports and board papers
Document finishing – printing, binding and laminating
PowerPoint presentations
AGM organisation
Travel accommodation and meeting bookings
Mailouts – printing, collating, folding and inserting
Book a free consultation
Book a no-obligation kōrero with our team to talk through your Trust's needs and goals.
Find out more about our services
-
Annual Accounts
We can assist with your tax queries, help you navigate the information required, and prepare year-end accounts. We also provide expert tax planning services to optimally manage your personal, business or organisation’s obligations, right from the moment you register with IRD.
-
Bookkeeping
Take back your spare time and ensure your cashflow is on target by outsourcing your bookkeeping to Ake. We’re experts in the latest software and apps to make your bookkeeping cost effective, precise and efficient.
-
GST
We’ll complete your GST returns and ensure you meet your compliance obligations - helping you avoid penalties, save time and collect your full entitlement.
-
Māori Authorities
The Ake team have extensive experience in helping whānau and Trusts set up and administer Māori Authorities, as well as managing tax obligations in a cost-effective and efficient manner.