Trustee investments prescribed duties

Ott, Malcolm
June 1998
Chartered Accountants Journal;Jun98, Vol. 77 Issue 5, p16
Focuses on the responsibilities of trustees, with reference to the New Zealand Trustee Act 1956. Background information on the Act; Details on the reviews of this Act due to the changes within charities. INSET: The `12 commandments' for trustees.


Related Articles

  • Why be a trustee? Ott, Malcolm // Chartered Accountants Journal;Jun98, Vol. 77 Issue 5, p14 

    Focuses on the duties and responsibilities of trustees in New Zealand. Types of community work trustees are involved in; What motivates people to act as unpaid trustees of philanthropic and charitable bodies; Professional ethics of trustees; Challenges faced by trustees.

  • Who will make decisions and manage the business if you aren't able? Meyers, Susan Gell // Grand Rapids Business Journal;4/18/2011, Vol. 29 Issue 16, p7 

    In this article the author discusses the importance of naming a fiduciary who will make decisions for and manage one's business in case of incapacity or death.

  • Trustees have a moral duty to look after staff wellbeing. Stanford, Peter // Third Sector;3/23/2010, Issue 607, p16 

    The author expresses his belief that trustees have a moral responsibility to look after the well-being of employees at their charities.

  • Note From The Editor. Lipp, Susan R. // Trusts & Estates;May2015, Vol. 154 Issue 5, p2 

    An introduction is presented in which the editor discusses several reports published within the periodical on topics including fiduciary responsibility, trends and developments in fiduciary law in the U.S., and trust administration in the digital age.

  • Questioning the Trust Law Duty of Loyalty: Sole Interest or Best Interest? Langbeint, John H. // Yale Law Journal;Mar2005, Vol. 114 Issue 5, p929 

    The article examines that a transaction prudently undertaken to advance the best interest of the beneficiaries best serves the purpose of the duty of loyalty, even if the trustee also does or might derive some benefit. What is wrong with the duty as presently formulated in the sole interest rule...

  • SCT takes trustees to task on member correspondence.  // Super Review;May2012, Vol. 26 Issue 4, p6 

    The article reports on the statements of Superannuation Complaints Tribunal (SCT) chair Jocelyn Furlan during the Association of Superannuation Funds of Australia (ASFA) Compliance Summit on the vital role played by trustees on the prevention of misleading information on member correspondence.

  • IRS Final Regulations Define Trust Income. Barnett, Robert S. // CPA Journal;Apr2005, Vol. 75 Issue 4, p52 

    Looks at what trust income is as defined in the final regulations promulgated by the U.S. Internal Revenue Service as of April 2005. State which allows a trustee the power to adjust the amount that may be distributed to a beneficiary by trust provisions referring to trust income; Economic...

  • Should You Incorporate a Personal Power Into Your Client's Trust? Tiernan, Peter B. // Florida Bar Journal;Oct2007, Vol. 81 Issue 9, p55 

    The article discusses the incorporation of personal power into a client's trust in Florida. According to the author, a personal power is a discretionary power granted based upon the confidence that the settlor has in a particular individual. The power holder is presumably bound by the duties...

  • On Being a Fiduciary. Myers, Fred // Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p19 

    Presents a letter to the editor about fiduciary standards in the U.S.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics