Member Resources / Handouts

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Browse the resources and handouts below.

THE FINANCIAL RESILIENCE INDEX with David Bishop, on behalf of the Financial Services Council

Sep 2024

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

Nov 2023

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 Terry Baucher

May 2024

The Power of Perception with Evana Lithgow – Working Minds

September 2023

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

September 2023

A new New Zealand by Distinguished Professor Emeritus Paul Spoonley

March 2023

Conversation with John A Warnick – Founder, Purposeful Planning Institute

November 2022

Let’s talk about inflation by Andrew Kelleher – Director, JMI Wealth

September 2022

Presentation by Iain Craig – Partner, BDO Auckland

July 2022

Conversation with Henry Brandts-Giesen – Partner, Dentons Kensington Swan

May 2022

Presentation by Jarrod Walker – Partner, Chapman Tripp

September 2021

Capacity issues in older people Dr Mark Fisher – Consultant Psychiatrist

July 2021

Topical Tax Issues Denham Martin – Lawyer

April 2021

Topical Tax and Trust Issues Denham Martin – Lawyer

July 2020

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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