Provision of trustee/agent which is appointed to accept the pledge of (or physically hold) the security/collateral on behalf of the lender under a loan agreement as security for performance of a borrower’s obligations. In the event of borrower default the trustee/agent takes the necessary administrative and enforcement actions with respect to the collateral on behalf of the lenders.
Focus on what you do best
We take care of all your non-core business matters. Whether you’re international and want to set up in New Zealand, or you’re local and want to expand offshore, we can help.
Get in touchCore services offered
Entity formation services
- Incorporation and registration of companies and branches
- Opening bank accounts
- Tax registration
- Entity deregistration
Corporate secretarial services
- Registered office
- Company secretarial compliance
- Preparation of Director and Shareholder minutes
- Process agent services
Resident director services
- Provision of experienced, independent resident directors
- Members of Institute of Directors
- Business decision support as required
- Proactive guidance on local compliance to allow clients to focus on operations
Tax and accounting services
- Income tax, GST and FBT return preparation, filing and compliance
- Virtual CFO
- Statutory and management reporting
- Bookkeeping
Payroll and human resources services
- Payroll administration using online payroll facilities
- Calculation and payment of payroll
- Executive Payroll Services
- Implementation of HR policies and terms into local contracts and procedures
- Review of employment agreements
Family office and Trustee services
- Provision of independent trustee
- Trust management services including accounting and tax compliance, minutes and record retention
- Assistance with strategic reviews of current and future investment structuring
- Annual review, meeting and resolutions
- Corporate secretarial and entity management
Learn more about Family Office and Trustee Services
Security trustee /
Collateral agent /
Escrow services
CSNZ Trustees offers a complete range of trustee services for private individuals and families through to corporates and finance companies. CSNZ Trustees provides independent and professional trustee/fiduciary services.
We have the in-depth experience as a trusted independent fiduciary required to ensure your trust is established and managed in a compliant, timely and cost-effective manner.
We don’t provide legal or tax advice on trust structures but will work closely with your professional advisers to ensure the structure is implemented and managed in accordance with their technical, legal and tax guidance.
CSNZ Trustees is an integral part of Corporate Services New Zealand Limited (CSNZ) which offers a complete range of business services focused on customised solutions including entity formation, corporate secretarial, resident director, tax and accounting, payroll and human resources services.
Clients
Yvonne Hotzan, Director, GoGlobalSince 2020 CSNZ is a valuable partner of GoGlobal New Zealand. John always updates us with latest regulations and ensures business compliance on all levels. CSNZ has offered valuable business advice which has assisted GoGlobal New Zealand during its sustained growth. The professional advice given by John who went over and above our expectations in terms of quality and responsiveness, even on the weekend, is what clearly sets CSNZ apart from the competition.
A great partner and highly recommended!
Michael Felman, President, Backstage.comWe recently acquired a business based in New Zealand and Corporate Services New Zealand has been a trusted partner for us since. Being a U.S. company and not having any experience operating in NZ, John was and has been a great resource in helping us navigate the particulars that we needed to be aware of as it relates to NZ regulations, compliance and operating environment.
John has proven to be incredibly professional and responsive in our time working with him and we look forward to the continued partnership.
Ros Aikman, CFO, YUMEWe were recommended John’s services and were not disappointed – we needed to set up a New Zealand business arm very quickly and John took care of everything
Bhavesh Gulia, Investment Manager, KitakiSince our inception and over the past one year of operations, CSNZ has assisted us with all corporate level requirements. John and team are a perfect mix of knowledge and execution, they are prompt and act swiftly to provide the best of services to us. We can count upon John and CSNZ to provide us with the highest quality of service which has compelled us to use their complete package of services and we are happy to continue our relationship for the long term. Kudos to John and the complete CSNZ team !
Scott Technology, Blackbird Ventures, GoGlobal, BDP International, Fairfield-Maxwell, backstage.com, Yume Food, Kitaki, dusk Australasia, Amida, Banyan Software, Elation Health, Bold Market Making NZ,
Scott Technology, Blackbird Ventures, GoGlobal, BDP International, Fairfield-Maxwell, backstage.com, Yume Food, Kitaki, dusk Australasia, Amida, Banyan Software, Elation Health, Bold Market Making NZ,
About Us
We are a New Zealand business that is very different from a standard accounting practice.
Our team has extensive experience assisting offshore clients to set up and operate in New Zealand and can also assist you with setting up and operating in other jurisdictions through our international alliances.
We can also assist you with transactional-based activities, such as M&A, where you may need local parties to provide entity management services on a short to medium-term basis to facilitate completion of a transaction.
We will work with you, delivering cost-effective and timely services to keep your business compliant. We use cloud-based technology so you have great and ongoing visibility of the aspects of your NZ operations that we are managing on your behalf
We understand that every business is different so we deliver flexible solutions to meet your needs, at a price point that lets you confidently forecast costs going forward.
John Thorman is the founder of CSNZ and has more than 30 years’ experience in assisting clients with compliance and business growth. He is passionate about providing his clients with timely, efficient and reliable services.
Philippa Smith Lambert is the Head of Legal at CSNZ and has extensive management and governance experience in the financial services industry, legal profession, and trustee services in a broad range of disciplines.
Get in touch
Contact Details
Visit: Level 5, 79 Queen Street, Auckland 1010, New Zealand
Post: PO Box 1552, Shortland Street, Auckland 1140, New Zealand
Mobile (John) +64 276 150 767
Mobile (Philippa) +64 21 246 1603