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

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

Nov 2023

Handling Family Conflict Challenges with Jane Beddall – Dovetail Resolutions

Nov 2023

Transition Challenges for Global Families Terry Baucher

May 2024

The Power of Perception with Evana Lithgow – Working Minds

Sept 2023

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

Sept 2023

A new New Zealand by Distinguished Professor Emeritus Paul Spoonley

March 2023

Conversation with John A Warnick – Founder, Purposeful Planning Institute

Nov 2022

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

Sept 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

Sept 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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