ASSET PROTECTION

It’s about protecting your long term interests.

You’ve worked hard for your assets: your home, your business, cars, boat, shares and any other investments you may have, but are they adequately protected?

This is why putting an appropriate asset protection strategy in place is so important. With so many different strategies and options, asset protection can be complicated, but with the right professional to advise you, it doesn’t have to be.

Structuring & asset protection

Structuring your personal and business affairs in order to protect your asset base can be complicated and requires careful thought and planning.

New Zealand has historically had a proliferation of trusts, although trust structures are not for everyone. But should you have requirements for succession planning or asset protection, then a trust structure may suit your needs.

  • Family succession / estate planning
  • Simplify your trust
  • Trust reporting and IRD compliance
  • Trust management & administration
  • Charities Commission reporting compliance

Trust reporting and compliance

Trusts can be a useful protection mechanism for assets. We can advise on the appropriate trust structure and assist you to manage your trust reporting and compliance responsibilities.

good advice will avoid the pitfalls

Trust accounting requires specialist knowledge and skills to ensure the trust delivers all its desired benefits while staying compliant and avoiding pitfalls.

Duties and obligations for trustees are increasing, and it can be difficult to keep up to date with what you need to do.

We offer trust services to assist in the effective management of trusts, including:

  • Should you establish a trust
  • If an existing trust still meets your needs
  • Aligning estate planning with your trust
  • Managing the financial, tax and reporting obligations of your trust

We utilised the services of Axiome Chartered Accountants Ltd when we acquired Envico Doors in New Zealand. During this time, Philip de Lisle and his staff at Axiome handled the majority of the accounting activities for our entity in New Zealand.

They have always been attentive to our requirements and without exception have provided the information required in a timely and extremely accurate manner. Philip and his staff have been a pleasure to work with during the past 3 + years”.

Robert Johnston, Assa Abloy Entrance Systems, HPDS Division Global CFO

“We have been with Axiome, ably led by Philip de Lisle, for over a decade. He has taken us through a number of personal and global shifts, ensuring we have sound advice to make sensible and beneficial decisions. We are given individual attention which reflects our personal characteristics and preferences. In difficult times he has been firm and clear in his advice, making sure we avoided potentially unsafe directions, willing to give advice we did not like, but which he considered necessary. Philip is highly personable and trustworthy. We have benefitted much from the service that he and his colleagues have provided, and we recommend Axiome highly.”

Rob & Ann

“Axiome have been the accountants for our businesses and our personal matters for a number of years. They provide a professional and efficient service for our regular accounting needs and produce our accounts in a timely manner. Philip takes a personal interest in our business and is proactive with suggestions for improving our financial efficiency. Above all, Philip and his team have unquestionable integrity and we would highly recommend them.”

Suzanne O'Leary, January Group Ltd.

OUR ACCOUNTING SERVICES
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See our range of accounting services that can be tailored to meet your individual and business needs.

OUR TAXATION SERVICES
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Whether simple or complex, we have the expertise to assist you with all areas of tax compliance.

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