A difference of opinion
Andrew has lost faith in a trustee company’s ability to manage his son’s property
Topic: Trustees
Poor record-keeping cost me money
A communication mix-up caused delays in getting money transferred from dollar to GBP which caused a significant loss to a trust. Who was to blame?
A small problem leads to a big complaint
One missed loan payment resulted in threatened repossession causing considerable stress and inconvenience
“My ex needs these payments – what do you mean they aren’t necessary?”
Lucas lost his job in Australia and needed to withdraw some of his KiwiSaver to help him fund his move back to New Zealand. However, his withdrawal application was declined due to payments Lucas was making to his ex-partner. Lucas said the trustee was biased against him due to his sexual orientation.
Excessive fees for estate administration
Charlie complained that the trustee appointed to her mother’s estate was charging the estate unnecessary fees.
Poor form
A professional trustee made a mistake and wants to put it right – but should Deirdre end up better off?
A not-so-trusty trustee’s process
A family decide they no longer want a professional trustee company as trustee of their family trust. Delays in the trustee company forwarding the original trust documentation led to a complaint.
