Please complete the questionnaire in preparation for our annual Trustee meeting to ensure all Trustee obligations are being met including the following Trustee duties:

• Keeping up to date and accurate Trust records. 


• All Trustees understanding the assets and liabilities of the Trust together with the evolving purpose of the Trust.


• Appropriate beneficiary disclosure is being made.

If a text box appears under a question, please provide information regarding that question.

Please do not hesitate to contact Tracey Johnston for assistance completing the form either by email trustadmin@mdslaw.co.nz or by phone 03 281 7485.