Juliet Moses presents at NZICA Trust Confrence

20/06/14


Trustees' Investment Obligations and Best Practice - Presentation by Juliet Moses at the NZICA Trust Conference 2014, Auckland and Wellington. 

Juliet Moses gave a presentation at the New Zealand Institute of Chartered Accountants’ 2014 Trust Conference in Auckland (05/06/2014) and Wellington (19/06/2014) to provide guidance in ensuring the investment duties of trustees are complied with.

Juliet’s presentation highlighted and explained:
Juliet Moses
  • The law under the Trustee Act 1956 and relevant case law, including as it relates to modern portfolio theory, capital preservation and diversification.
  • The appropriate provisions in trust deeds.
  • The use and documentation of an investment strategy, investment managers and pooled products.
  • The Law Commission’s developments and proposals in relation to trustee investing and the potential ramifications for the law of trusts.
 
Click here for a copy of Juliet's slides and presentation.  
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