Rental Property and Trust

Young couple meeting financial advisor for investment

Rental Property

Residential and commercial property will likely be crucial to your business as either an owner or tenant. We can help you with:

  • Advice on financial and tax aspects of purchasing a property
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
  • Forecasts for revenue returns and potential growth.


A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. We have extensive experience in this area and can assist with:

  • Advice on the purpose and operation of a trust structure (including charitable trusts)
  • Attending to the special requirements involved in reporting for trusts
  • Completion of trust administration
  • Minute-keeping service
  • Annual accounts
  • Taxation
  • Income distribution

Rental Property

107 Great South Road, Greenlane, Auckland.