At CooperAitken, we understand that managing a trust can be complex, time-consuming, and often overwhelming—especially with ever-evolving compliance obligations and legal responsibilities. That’s why our well-established and dedicated Trust Division provides expert support in trust administration and management, whether or not we act as your professional trustee.
Why Good Trust Administration Matters
Effective trust administration isn’t just about ticking boxes. It’s about protecting the integrity of the trust, ensuring compliance with the Trusts Act 2019, accurate record management and safeguarding the interests of beneficiaries. Poor trust administration and record-keeping can have negative consequences, including breaches of trustee duties and loss of asset protection. Without proper documentation and regular trustee meetings, trusts may be challenged as invalid or “sham” structures, putting assets at risk. It can also result in disputes among trustees or beneficiaries, delays in decision-making, and complications with succession and estate planning.
Good trust management creates clarity, confidence, and peace of mind—and that’s where we come in.
Specialist Services, Tailored to You
Our Trust Division offers a full suite of services, including:
- Preparation and maintenance of trustee meeting minutes and resolutions
- Annual trust compliance checks
- Maintenance of trust documentation and registers
- Trustee communication and record-keeping
- Liaison with professional advisors as required
- Support with compliance documentation, e.g. bank on-boarding
Whether you’re a trustee yourself or have appointed someone else, we can work alongside you to ensure your trust is well-managed and compliant.
Supporting Trustees
By partnering with our experienced trust team, you gain more than just administrative support. We help you meet your obligations, avoid costly mistakes, and ensure your trust continues to serve its intended purpose.
Let us take care of the details so you can focus on what matters most. Get in touch with our Team Lead Megan Potter for further information and pricing. Ph: 078898842
