Template Comprehensive Whanau Trust Order Final Version 30 June 2020
Records 7.4 The Trustees must keep competent records and retain the following core Trust documents, so far as is reasonable: (a) This Trust Order and any other document that contains the terms of the Trust; (b) Any variations made to the Trust Order or terms of the Trust; (c) Records of the Trust Property that identify the assets, liabilities, income and expenses of the Trust and that are appropriate to the value and complexity of the Trust Property; (d) Any records of Trustee...