According to the CCH book “The Trustees Handbook” the most important responsibility is knowing your duties through knowing the Trust Deed. In knowing the Trust Deed you must understand what your powers are and fully understand that the Trust is there for the BENEFIT of the BENEFICIARIES, NOT the Trustees. Five of the important set-up, [...]
Filed under: Administration, Financial Advice, Legal, Trusts | Tagged: CCH, Family Trust, Minute Book, Trust, Trustee | Leave a Comment »
Natural disasters are unpredictable and in many cases can be life changing for those caught up in them. The recent disasters around the world, including Christchurch, Japan and as of this morning Sumatra, have got many Kiwis talking about and actively putting their survival plans in place. Whilst the main emphasis should be placed on [...]
Filed under: Administration, Enviromental, Financial Advice, Insurance, Legal, Tax, Travel | Tagged: back-up, Cloud, Disaster, earthquake, Enduring Power of Attorney, financial adviser, global economy, Insurance, lockable box, records, risk, safe, savings, survival | Leave a Comment »
DecisionMakers was pleased to sponsor Active TaeKwonDo Academy by way of a brand new laptop to assist with their growing administration. Active TaeKwonDo was established in 2011 and is a non profit organisation operating on Auckland’s Hibiscus Coast (Rodney) providing education and training in this most physical of sports. Active TaeKwonDo creates a positive yet [...]
Filed under: Administration | Tagged: Active TaeKwanDo, Hibiscus Coast, laptop, sponsorship | Leave a Comment »
DecisionMakers was pleased to sponsor the Sunnybrae Bowls DecisionMakers Men’s Open Triples tournament for the 9th year. Yet again we were extremely lucky that the weather held off until the very last minutes of the fourth round of games. The excitement was high at prize giving with no teams coming in with four wins, meaning [...]
Filed under: Administration | Tagged: Bowling, DecisionMakers, sponsorship, Sunnybrae, tournament | Leave a Comment »
We have been a bit quiet lately on this blog. There a lot going on both in our offices and around the world. October is a busy month for all of us who send out quarterly reviews, but I have to admit that the Rugby World Cup has been a bit of a distraction! Congratulations [...]
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If you are looking at the sharemarket and wondering why, please contact your adviser, we are here to help and to give some perspective.
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We wish you all a very Merry Christmas and wonderful New Year. We look forward to a more positive year ahead.
Filed under: Administration | Leave a Comment »
