Member Resources / Handouts

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Browse the resources and handouts below.

The Financial Resilience Index with David Bishop – Financial Services Council

Sep 2024

Estate Planning in NZ – Past, Current & Future with Bill Patterson – Patterson Hopkins

Nov 2023

Planning for Surrogacy with Margaret Casey KC

May 2025

The NZ Liberation Museum Te Arawhata with Peter Macky and Greg Moyle

November 2023

Handling Family Conflict Challenges with Jane Beddall – Dovetail Resolutions

November 2023

Transition Challenges for Global Families with Terry Baucher – Baucher Consulting

May 2024

The Power of Perception with Evana Lithgow – Working Minds

September 2023

Comparing tax policies of the NZ political parties with Terry Baucher – Baucher Consulting

September 2023

A new New Zealand with Distinguished Professor Emeritus Paul Spoonley

March 2023

Purposeful Planning with John A Warnick – Purposeful Planning Institute

November 2022

Let’s Talk About Inflation with Andrew Kelleher – JMI Wealth

September 2022

Trust Disclosure with Iain Craig – BDO Auckland

July 2022

Observations on Estate Planning in NZ with Henry Brandts-Giesen – Dentons

May 2022

Helping Kids Into Houses with Jarrod Walker – Chapman Tripp

September 2021

Capacity Issues in Older People with Dr Mark Fisher – Consultant Psychiatrist

July 2021

Topical Tax Issues with Denham Martin – Lawyer

April 2021

Topical Tax and Trust Issues with Denham Martin – Lawyer

July 2020

How to Review a Trust Deed with Vicki Ammundsen – Vicki Ammundsen Trust Law

April 2020

Executing and Witnessing Important Documents in Self-Isolation – Henry Brandts-Giesen – Dentons

April 2020

Art and Existence Paul Baragwanath – Director, ARTTFORM Studio

Nov 2019

Review of the Relationship Property Act Usha Patel – Barrister & Mediator

Sept 2019

Tax Planning in a Changing NZ Tax Context Denham Martin – Lawyer

Mar 2019

Notes from guiding clients in succession and transition presentation

Sept 2018

Guiding clients through intergenerational succession & transition events Evana Lithgow – Working Minds

Sept 2018

The family business succession planning conundrum Henry Brandts-Giesen – Kensington Swan

Jul 2018

Estate planning case study with Lindsay Pope – Trustee Support (no handout)

Mar 2018

Investment update with Brian Gaynor – Milford Asset Management (no handout)

Dec 2017

Managing capacity issues from an advisory role Andrew Steele & Catherine Atchison – Martelli McKegg

Sept 2017

Notes from Estate Planning Emerging Issues presentation

Mar 2017

Estate Planning Emerging Issues Lindsay Pope – Trustee Support & Vicki Ammundsen – Vicki Ammundsen Trust Law

Mar 2017

Meeting the challenges of growth Peter Clark – Auckland Transport

Nov 2016

Notes from Foreign Implications for NZ Domestic Trusts presentation

Sept 2016

Foreign Compliance – Trust Checklist Lee Harris – Turner Hopkins

Sept 2016

Foreign Implications for NZ Domestic Trusts Lee Harris – Turner Hopkins

Sept 2016

Notes from Money Laundering presentation

Jul 2016

Money Laundering Carolyn Cody – Financial Intelligence Unit, NZ Police

Jul 2016

Notes from Generosity Coming of Age presentation

Mar 2016

Generosity Coming of Age Geoff Clews – Barrister; Chair Auckland Communities Foundation

Mar 2016

Investment Update Brian Gaynor – Milford Asset Management

Nov 2015

Trustee Governance & Corp Trustees Vicki Ammundsen – Vick Ammundsen Trust Law

Sept 2014

AML – CFT Guy Burnett – Internal Affairs presentation

Mar 2013

AML – CFT for Trusts Bob Welsh – FMA

Mar 2013

Tax – A Changing Landscape Iain Craig – BDO Auckland

Sept 2010

Preparing for the Future David Skilling – The NZ Institute

Mar 2013

Changes to the Treatment of Offshore Investments

Mar 2013

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