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About Us

The Trustees Association is a conduit for Trustees to voice opinion, form policy and give direction for the Trust Sector.

NZTA was founded on the 1st of April 1996. The Trustees Association developed from a project beginning in 1991 on the status of trusteeship in New Zealand. This concluded the need for peer appraisal by trustees and an increase in resources for all trust-related personnel were needed.

Before this could occur definition was needed of the types of trustees, and the categories of trusteeship. A hierarchy was duly forming based on years of experience, assets administered and other professional qualifications.

Today the Association has c.400 Members comprised of trustees, directors, executives, administrators, corporate bodies & individuals.

Following are the 23 major categories of trusteeship recognised by NZTA and defined by principal objectives and local law:- Arts, Charitable, Commercial, Community, Corporate, Education, Energy, Estate, Family, Heritage, Investment, Licensing, Maori, Medical, Off Shore, Philanthropic, Recreation, Religion, Sport, Statutory, Superannuation, Unit Trusts.

Following is a guide to terms used for assessment of Trust Position in the Application Form. The terms are not definitive but are simply a guide to assist in understanding the various titles.

The future of NZTA and trusteeship globally is promising as trusteeship is elevated in status and understanding from the past uncertainty of terms and responsibilities; from the "dabbling" in trusteeship by professionals in other fields; from the blurred processes of accountability.

Members of the New Zealand Trustees Association have indicated a clear commitment to address concerns within trusteeship by improving the support and promotion of trusteeship as a profession.

The annual New Zealand Trust Awards initiated in 1997 (judged on procedure, performance & achievement) have lifted the profile of projects and objectives to the benefit of Trustees and Trusts.


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Registered Trustee

"Accountancy, Law & Trust firms should be aiming to have at least one Registered Trustee within their business."

- Errol Anderson NZTA CEO