Creation of Trusts

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The Creation of Trusts covers the following: 

  • The trust concept (including fundamental trust precepts), the three certainties, the transfer of assets into trusts and any statutory or case law requirements.
  • Background/history of discretionary and fixed trusts in New Zealand, the purposes of having a trust in a New Zealand context (including Family Protection Act 1955, Property (Relationships) Act 1976, and creditor protection) and related asset planning issues.
  • A consideration of the ways in which trusts may be rendered ineffective or “attacked” under both legislation such as the Property (Relationships) Act, Property Law Act 2007 and Insolvency Act 2006 and under case law.
  • The trust instrument (an examination of typical clauses in a modern discretionary family trust deed).
  • A brief introduction to other trusts (charitable trusts, superannuation schemes and unit trusts, Maori trusts, resulting and constructive trusts).

Enrolment information

Start Date: Saturday, 11 March 2017
Weekend Workshop 1: 8 & 9 April, 9:00am - 4:00pm with an hour for lunch
Weekend Workshop 2: 20 & 21 May, 9:00am - 4:00pm with an hour for lunch
Take Home Exam: Saturday, 17 June 2017
Applications close Friday, 3 March 2017

Delivery Mode: Distance learning with two weekend workshops (a live-stream of the workshops will also be available to participants based out of Auckland)

Student Learning Time: 122 hours comprising 24 hours class contact and 98 hours of independent study (7 hours independent study per week)

Assessment Structure: Take Home Examination 100%

Cost: $1,950 plus GST 

Apply now 

Contact Information

For further information please contact:

Deborah Fox, Executive Education Coordinator
Email: deborah.fox@aut.ac.nz
Phone: 09 921 9999 ext. 6956

This qualification is a STEP approved programme of study. It is not accredited by NZQA or AUT University. 

STEP Refund Policy

Change of application date
Refund                 
Admin charge
More than four weeks prior to the first workshop
79%
$470
Less than four weeks prior to the first workshop
50%
Nil
After the first workshop but before 10 weeks of paper duration
25%
Nil
After 10 weeks of paper completed
Nil
Nil

 


 

This qualification is a STEP approved programme of study. It is not accredited by NZQA or AUT University. - See more at: https://dev.aut.ac.nz/study-at-aut/study-areas/business/for-business/executive-education-and-short-courses/our-programmes/step-diploma-in-trusts-and-estates/_edit?SQ_BACKEND_PAGE=main&limbo_assetid=535197&sq_link_path=&sq_asset_path=123%2C178%2C1193%2C26788%2C28023%2C167872%2C411567%2C535197&asset_ei_screen=details#sthash.N1QvT7yU.dpuf

 

 

Last updated: 15-Feb-2017 4.16pm

The information on this page was correct at time of publication. For a comprehensive overview of AUT qualifications, please refer to the Academic Calendar.