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Interest based trusts Tarati whānau (utu tāpae $66) Whānau trust (filing fee $66) A whānau trust combines the interests of a whānau (family) into a single trust.

Located in:  Māori land Manage your land

The land interests would then go directly back to those beneficiaries of the estate who contributed shares to the whānau trust. ‘Māori Land Trusts’ includes a section on whānau trusts.

Uploads/MLC-succession-english.pdf (1.2 mb)

The land interests would then go directly back to those beneficiaries of the estate who contributed shares to the whānau trust. ‘Māori Land Trusts’ includes a section on whānau trusts.

Documents/Guides-Templates-Factsheets/MLC-succession-english.pdf (1.2 mb)

Examples of what could be considered ‘simple’ trust matters include: • forming a whānau trust for a single owner’s interests or shares; or • terminating a kaitiaki trust for a minor when the person reaches 20 years of age; or • appointing a trustee to a whānau trust.

Documents/Guides-Templates-Factsheets/Factsheet-Legislative-changes-affecting-trusts.pdf (303 kb)

Decide on voting threshold for a poll vote (for voting by shareholding) 14.4 This is the standard treatment of whānau trusts that put their shares into ahu whenua trusts.

Documents/Guides-Templates-Factsheets/2021-12-07-Ahu-Whenua-Trust-Order-Template.pdf (398 kb)

If those entitled do wish to vest the deceased’s interests into a whānau trust please complete and attach application form 23.

Documents/Forms/MLC-Form-21-Application-for-succession2.pdf (617 kb)

Occupation orders can now be granted not only to the landowner or any person entitled to succeed to their interest, but also to beneficiaries of the whānau trust that holds a beneficial interest in the land.

Documents/Guides-Templates-Factsheets/Factsheet-Legislative-changes-supporting-housing-initiatives-web-version.pdf (66 kb)

You will also need to provide: a copy of their death certificate or other evidence of death an original or certified copy of the will written confirmation from any spouse or partner who wishes to surrender a lifetime right (if applicable) consents agreeing to include succession by whāngai (if applicable) a completed Whānau Trust application, draft trust order, written consent from trustees, and minutes from the hui agreeing to constitute a Whānau Trust (i...

Located in:  Māori land Becoming a landowner

Māori Land Trusts includes a section on whānau and pūtea trusts.

Uploads/MLC-incorporations-english.pdf (856 kb)

Māori Land Trusts includes a section on whānau and pūtea trusts.

Documents/Guides-Templates-Factsheets/MLC-incorporations-english.pdf (856 kb)