The Trust SIG is a specialist forum for professionals working with trusts, including Chartered Accountants, lawyers, and trust practitioners. With a diverse member base and a strong focus on discussion, the group offers deep insights into both technical and operational aspects of trust management. Staying current is critical—given the pace of legal change and the risks of outdated knowledge.

Attendance of this Special Interest Group is virtual from any location nationally or internationally. The Trust Mini Conference will take a place in-person in Auckland on the schedule of September session date. 

Topics

Sessions feature leading experts presenting on complex and evolving trust law, litigation trends, trustee obligations, tax implications, and case law analysis.

Contact information

Auckland Member Engagement Team - [email protected]

Chair

Co-Chair: Vicki Ammundsen
Co-Chair: John Brown
Co-Chair: Theresa Donnelly
Co-Chair: Michael Walker

Meeting schedule

6 Meetings between February to November  

Will be held on a Tuesday - 8:00am to 10:00am 

Format

Online (any in-person meetings will be advised during the year) 

Location

Online: Zoom links will be provided monthly and upon registration 

Cost

Full year Annual Subscription (GST inclusive):
Member: $187.50    Non-member: $240

Half-yearly Annual Subscription (GST inclusive):
Member: $112.50    Non-member: $135

Casual Subscription (GST inclusive):
Member: $56.25    Non-member: $71.25