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Levels of membership

Full membership underlined. Prices are GST inclusive.

Choose your level of membership

Associate

  • Criteria: Available for individuals who are not seeking full membership.
  • Receives Estate & Trust Bulletin.
  • Receives Members Brief the email briefing paper for Members.
  • Annual Listing on NZTA Website (Name Only).
  • Credential: ANZTA
  • Fees: $49.50 p a

Family Trust Member

  • Criteria: Available for Individuals, Family, Private & Inter Vivos Trusts not seeking full membership.
  • Receives Estate & Trust Bulletin.
  • Able to attend AGM.
  • Receives Members Brief the email briefing paper for members.
  • Do not have a website listing due to privacy.
  • Credential: FTMNZTA
  • Fees: $55.50 p a

Member

  • Criteria: Available for Trustees, Board Members & Trust Administrators.
  • Receives Estate & Trust Bulletin.
  • Priority booking for NZTA events.
  • Subsidy for NZTA events.
  • Receives Members Brief the email briefing paper for members.
  • Able to attend AGM.
  • Able to vote on agenda.
  • Credential: MNZTA
  • Annual Listing on NZTA Website (Name & Location).
  • Fees: $78.50 p a

Senior Member

  • Criteria: Available for Chair, Senior & Professional Trustees, Practitioners, Directors, Executives & Senior Trust Administrators.
  • Benefits: xx.
  • Receives Estate & Trust Bulletin. Priority booking for NZTA events.
  • Subsidy for NZTA events.
  • Receives Members Brief the email briefing paper for members.
  • Able to attend AGM.
  • Able to vote on agenda.
  • Able to hold NZTA office, where holding a position of Trustee.
  • Annual Listing on NZTA Website (Name, Location & Trust/Firm).
  • Credential: SMNZTA, Senior Member of NZTA
  • Fees: $112.50 p a

Corporate Member

  • Criteria: Available for all Corporate Bodies.
  • Receives Estate & Trust Bulletin.
  • Priority booking for NZTA events.
  • Subsidy for NZTA events.
  • Receives Members Brief the email briefing paper for members.
  • Up to 4 representatives able to attend AGM.
  • Able to vote (1) on agenda.
  • Up to 10 copies of each NZTA publication.
  • Able to hold NZTA office where a Trustee and natural person.
  • Annual Listing of business on NZTA Website (Name, Location & Trust).
  • Credential: CMNZTA & Corporate Member of NZTA
  • Fees: $264.50 p a

Registered Trustee

  • Criteria: Available for Senior Members of the NZ Trustees Association, by admission during August of each year.
  • Application criteria and benefits available to NZTA Members.
  • Full Annual Listing of individual & business on NZTA Website (Name, Business, Email, Website).
  • Credential: RT, Registered Trustee, Registered Professional Trustee
  • Fees: $237.50 p a

Consideration on your choice of level of subscription and membership may include: Total assets administered, subscription cost, aspirations as a body, individual aspirations, resident location, qualifications & involvement.

Subscription Options:

The Trust (Board)

Funding of subscription by the Trust is normal for Family Trusts, and for individual membership for the Chair, Senior, Principal & Executive Trustees, and Senior Administrators.

The Firm or Trust Company

Funding of subscription by the Firm is normal for Professional Trustees & Trust Practitioners (ie Solicitors, Accountants, Fund Managers etc)

The Individual

Funding of subscription by the Individual is normal for Nominal & Lay Trustees. Also where the funding of subscription is not viable for the Trust.


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