Trusts

If you are a property investor, own assets, are in a serious relationship, have children or own your own business, then setting up a Trust is something you should consider.

By removing assets from your personal ownership and transferring them to Trustees, you’re protecting them from any claims that could be made against you personally.

Trust Set up

$1650

+ GST per month

Includes the following:

Requirements identified

Draft trust deed created

Apply for IRD number

Schedule annual trust check up

Transfer assets into trust

Get Started

Corporate trustee set up

$550

+ GST per month

Includes the following:

Requirements identified

Corporate trustee appointed

Draft trust deed created

Apply for IRD number

Schedule annual trust check up

Transfer assets into trust

Get Started

Trust changes

$250

+ GST per month

Includes the following:

Any individual trust change

Get Started

FAQs

What services are included in the Real Estate Agent's package offered by Lighthouse?

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How much does the Real Estate Agent's package cost?

Why is it important for an accountant to understand the real estate industry?

What support does Lighthouse provide to Real Estate Agents, apart from accounting services?

Accounting Services

The Team

We use our expertise to guide the way to wealth and prosperity through business, investing and property

View Full Team

Matthew Harris

Managing Director

+64 27 257 4071 matthew@lighthousefinancial.co.nz Book Meeting

Amanda Quill

Operations Manager

+64 9 320 4948 amanda@lighthousefinancial.co.nz

Andrew Higgs

Senior Manager

+64 9 320 4947 andrew@lighthousefinancial.co.nz Book Meeting

Insight

View All Insight

podcasts - Accounting

Tax Bills From $800 To $8,000 – A Case Study On Interest Deductibility | Episode 76

Welcome to Cheques and Balances, this week we’re joined by Matthew Harris, director of Lighthouse ...

podcasts - Accounting

How To Prepare Your First Property Tax Returns Ft. Amanda Quill | Episode 123

This week we're joined by Amanda Quill to go through how to prepare your first year of tax returns f...

podcasts - Accounting

Hnry vs. Accountants Ft. Amanda Quill | Episode Episode 122

This week we're joined by Amanda Quill to go through the pros and cons of using Hnry versus using an...

Cheques & Balances .

Tax Bills From $800 To $8,000 – A Case Study On Interest Deductibility | Episode 76

Welcome to Cheques and Balances, this week we’re joined by Matthew Harris, director of Lighthouse Accounting to talk interest deductibility and what it means for you...

Cheques & Balances .

How To Prepare Your First Property Tax Returns Ft. Amanda Quill | Episode 123

This week we're joined by Amanda Quill to go through how to prepare your first year of tax returns for your rental property...

Cheques & Balances .

Hnry vs. Accountants Ft. Amanda Quill | Episode Episode 122

This week we're joined by Amanda Quill to go through the pros and cons of using Hnry versus using an accountant..

View All Insight

Talk to us

Our team are here to help get you started or to simply have a chat.

Tell us your unique requirements and find out how we can help

Services

Business Accounting

Property Accounting

Trusts

Business Accounting

We offer a variety of fixed fee accounting packages that are designed to provide all of a business’ compliance needs together with advice and support.

Learn More

Over 100 5-star Google reviews

Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.

Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.

We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.

After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!

The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.

Services

Learning Hub

Services

Learning Hub

Trusts

If you are a property investor, own assets, are in a serious relationship, have children or own your own business, then setting up a Trust is something you should consider.

FAQs

The Team

Matthew Harris

Amanda Quill

Andrew Higgs

Related

Tax Bills From $800 To $8,000 – A Case Study On Interest Deductibility | Episode 76

How To Prepare Your First Property Tax Returns Ft. Amanda Quill | Episode 123

Hnry vs. Accountants Ft. Amanda Quill | Episode Episode 122

Tax Bills From $800 To $8,000 – A Case Study On Interest Deductibility | Episode 76

How To Prepare Your First Property Tax Returns Ft. Amanda Quill | Episode 123

Hnry vs. Accountants Ft. Amanda Quill | Episode Episode 122

Talk to us

We offer a variety of fixed fee accounting packages that are designed to provide all of a business’ compliance needs together with advice and support.

We are specialist property accountants and this means we are up to date with everything accounting and tax related in the property industry.

We offer a quick, easy and cost effective way to create a Trust and ensure what's important to you is protected.

Over 100 5-star Google reviews