Trust Administration Checklist

This checklist is put together by:

Tony Fortune, a partner specialising in Trust matters at Fortune Manning

Michael Humphries, chartered accountant of Humphries Associates Limited, and

Murray Weatherston, financial planner of Financial Focus (NZ) Limited

Checklist

• Review the basics
• Identify changes since last review
• Annual accounts
• Taxation
• Allocating Trust income
• Investment review
• Trustee Minutes