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Trust Administration Questionnaire

April 2025

Trust Administration Questionnaire

April 2025

Name(Required)

TRUST UPDATES - In the past 6 months or planned for the next 6 months?

Insurance of Trust Assets in place and up to date?(Required)
Expenditure/works required on Trust Assets?(Required)
Rental/Leased properties compliant & managed?(Required)
Any distributions or new loans to beneficiaries?(Required)
Any transactions occurred/upcoming?(Required)
Beneficiary Updates (i.e., births, deaths, marriages, contact details).(Required)

MATTERS FOR DISCUSSION OR REVIEW

Estate or Succession Planning? Memorandum of Wishes?(Required)
Business Plan?(Required)
Beneficiaries' of the Trust?(Required)
Control of the Trust when you pass away?(Required)
Family relationships?(Required)
Capacity of trustees?(Required)
Are there any potential concerns for the future?(Required)
Something else? Do you require a trust meeting or phone call?(Required)

HEALTH & SAFETY AT WORK ACT 2015:

Does the trust have up to date Health and Safety in place to satisfy obligation's under the Act?(Required)
Any Health and Safety updates to report?(Required)

TRUSTS ACT 2019 REVIEW:

Has your Trust been updated in line with the new Trusts Act 2019?(Required)

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Waikato Chartered Accountants and Business Advisors for Life.

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