We are very pleased to be giving away two copies of Janet Xuccoa’s book ‘Trusts| 123’, to our GrownUps members.
All you need to do to enter the draw is be a GrownUps member, make sure you’re signed up to our newsletter and fill in your details near the bottom of the page!
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About Trusts| 123
If you want to understand more about trusts, including how to manage and administer them, Trusts | 123 is must-read. From her years of study and practice, Janet Xuccoa brings you a practical guide, written in plain language, to the fundamentals of trusts, their use, management and administration.
Trusts have become more complex and potentially riskier for trustees since the introduction of the Trusts Act 2019, and amendments to the Income Tax Act 2007 and the Tax Administration Act 1994. Trustees are under greater scrutiny than ever before, and it is easy to feel overwhelmed in the role.
Incorrect practices and omissions can result in a trust losing its strength and trustees becoming liable. Ensure the trust you’re involved with retains its integrity, and you don’t inadvertently fail to honour your trustee duties, by gaining the knowledge you need.
Writing in an everyday language style, using clear examples, Janet makes understanding trusts easy. The information found in this book will increase your knowledge, permit you to have better quality discussions with you advisors and enable you to manage and administer trusts under your hands more effectively.
Subjects covered in the book include:
- How trusts evolved
- Essential ingredients for a trust to exist
- The benefits trusts bestow
- How trustees should behave
- What an independent professional does for a trust
- The legal duties trustees have under the Trusts Act 2019
- Ways to get assets into trusts
- Issues that trip trustees up and impose liability
- How to resettle a trust
- Matters to consider when bringing a trust to an end
- Points to consider when writing your will
- Things to provide for in a memorandum of wishes
About the Author
Janet Xuccoa is a successful professional presenter, author and property investor. She holds two degrees being a Bachelor of Commerce majoring in accounting and a Bachelor of Laws, having been admitted to the roll of barristers and solicitors of the High Court of New Zealand. Janet has written Family Trusts 101, Money Secrets 101 and Women & Money: Mastering the Struggle and now this book, Trusts | 123.
Click here to read an exclusive article from Janet
Terms and conditions
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- You must be a GrownUps member and receive our newsletter to be eligible to win.
- Competition closes on the 9th October 2024, winners will be notified via email by 10th October 2024.
- It is your responsibility to ensure you correctly enter a New Zealand postal address where the prize can be sent. GrownUps will not take responsibility for prizes sent to incorrect addresses.
- Winners are drawn at random by the GrownUps administration team.
- GrownUps employees and family are not eligible to enter.
- By entering the giveaway, you approve for GrownUps to use your name on social media as winner of the competition.
- One entry per household.
- Prize in non transferrable.
- You must reside in New Zealand – the prize can only be redeemed within New Zealand.
- You must be over 50 years of age to enter, please check your details are correct in your membership dashboard.