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: TBC 
Weekend Workshop 1: TBC
Weekend Workshop 2: TBC
Take Home Exam: TBC
Applications close: TBC

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:

Helen Parker, Executive Education Coordinator
Phone: 09 921 9999 ext. 5510

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

STEP Refund Policy

Change of application dateRefund 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