Trust Administration

Here at Ake, we understand that Trust administration and compliance can be very time-consuming mahi.

From setting up a Trust to managing Annual Accounts, coordinating your AGM, and ensuring compliance with regulatory requirements, our Trust Administration Services offer a comprehensive solution that give you the freedom to focus on what's most important.

We take the complexity and administrative load off your shoulders, giving you the peace of mind that comes with knowing your Trust is not only highly-organised but also fully compliant with its obligations.

Whether you're managing a small trust or a more complex structure, our services are tailored to suit. We provide personalised, expert support at every step, from initial set-up to ongoing management, so you can rest easy knowing your Trust is in safe hands.

Explore our range of packages designed to meet the unique needs of your Trust, or get in touch with us to discuss your specific requirements. We’re here to help ensure your Trust operates smoothly and efficiently, leaving you free to concentrate on achieving your long-term goals.

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.

    Find out more

  • 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.

    Find out more

  • 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.

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  • Māori Authority Tax

    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.

    Find out more