We have an excellent network of legal, accounting, banking and investment management services which we can engage to meet client needs in specialist areas as required.

Why choose New Zealand as a trust jurisdiction

New Zealand has a long history of political and economic stability in a safe region and enjoys historic ties with Britain, Europe and the United States, as well as fast-growing trade and investment links to Asia. It has a first-world standard of living and a fully developed economy with an excellent reputation in legal, accounting, banking and trustee services.  New Zealand has a common law legal system derived from its English legal heritage.

New Zealand offers a legislated tax-neutral environment for New Zealand-based foreign trusts which form the underlying structure for our New Zealand off-shore retirement funds.  The tax treatment of such trusts is based on the residence of the settlor rather than the trustee so that, provided the settlor and the beneficiaries are resident outside New Zealand, and there is no New Zealand-sourced income, the trust will not be subject to New Zealand taxation of any kind.  There are no inheritance taxes in New Zealand.

New Zealand has statutory privacy laws and a professional privilege regime under which client information is kept strictly confidential.  Reporting requirements to the New Zealand tax and regulatory authorities meet internationally accepted standards.  In particular, New Zealand has a comprehensive anti-money laundering regime, and details of all parties and transactions are reportable to the appropriate authorities.  New Zealand is a party to the Automatic Exchange of Information and Common Reporting Standards regime.

About Us

Antipodes Trust Group Limited is an independent New Zealand-owned and operated trustee company with its origins in the legal practice carried on by its principal. From small beginnings over 20 years ago, the business has grown to be a significant provider of trustee services for personal retirement funds and is focused on building successful long-term relationships with its clients, many of whom have been served by us for decades. While providing trustee and related services, we endeavour to maintain existing client relationships with bankers, fund managers and other service providers wherever possible.  Alternatively, we can provide introductions to our extensive network of banking and fund manager relationships around the world.

Our Services

Our business comprises personalised pension fund planning and administration where the New Zealand off-shore retirement fund is appropriate and the provision of trustee, administrative and reporting services relating to such funds.

Our services include:

Our People

Ken Whitney, LLB (Hons), TEP s our executive director and main point of contact. Ken was a partner in a legal practice for over 30 years before becoming a full time executive director of the company. He specialised in trust and property law and is a member of the Society of Trust and Estate Practitioners. Ken is also active in philanthropy, having been a past Chairman of both Philanthropy New Zealand and Foundation North, New Zealand’s largest philanthropic trust, a past Convenor of the Combined Community Trusts of New Zealand. And a past trustee of Auckland Foundation, the community trust for the Auckland region. Ken is a current trustee of the Auckland Hospital Foundation and a private charitable trust. He is also a director of First Trustee Company (NZ) Limited, the trustee of a suite of off shore retirement funds.

Angela James, BBS, CA is our Senior Accountant. With over 25 years’ accounting experience, Angela is responsible for trust accounting, compliance monitoring and reporting and deals with our banking relationships. Angela has a Bachelor of Business Studies degree from Massey University and is a member of Chartered Accountants Australia New Zealand.

Contact

Antipodes Trust Group Limited
C/- Cone Marshall Limited
Level 3, 32 Mahuhu Crescent
Auckland 1010
New Zealand

Phone: +64 21 529 290
Email: ken@antipodestrust.co.nz