TRUST PROPERTY & TAX 

For taxation and trust duties personal liability can be serious, onerous and on-going. Trustees duties in dealing with real estate often requires valuation records and reviews. Valuation advice not only properly informs decision making at the time, but can provide a clear written record of that proper decision making process. Valuation records can be crucial to legal and tax mechanisms. We can discuss the requirements with you, your lawyer, accountant or tax advisor. 

We advise a wide range of parties in this context including accounting firms, local taxpayers, overseas taxpayers (especially for the ATO requirements), and governments (including investigative work).  For example, in 2011, we were appointed by the President of the New Zealand Institute of Valuers to advise on around twenty subdivision property value assessments for forensic tax purposes.

Please contact us ​for advice.

Phone: +64 9 482 0209    Email: info@bates.net.nz    Post: PO Box 35 246, Auckland 0753