Family Trust Information Questionnaire 2025

If you are required to prepare financial statements for your family trust, there are a few key documents we need to have on hand to ensure these are done correctly.

Annual Terms of Engagement

Must be signed annually for work to be completed

First Name *

Last Name *

I hereby instruct Endeavour Business Accountants Limited to prepare financial statements and income tax return (if required) for the year ended 31 March 2024 for the entity named below. We undertake to supply all information necessary to carry out such services and will be responsible for the accuracy and completeness of such information as we understand you rely on this information provided by us. All other Terms and Conditions of this engagement are the same as those referred to in the original Agreement signed when we became a client.

Signature *

Clear

Date *

Trust name *

Trust Deed has already been provided *

Yes

No

Please upload a copy of the Trust Deed

If this is not the first year we have completed financial statements, then it is likely we already have the Trust Deed and you can skip this question

Is the Trust bank account on Xero? *

Please upload your Trust bank statements from 1 April 2024-31 March 2025

Did the Trust earn any income at all in the year ended 31 March 2025? *

Please select the type/s of income the Trust received

Did the Trust purchase any assets (e.g. property) in 2025? *

i.e. settlement statement is dated between 1 April 2024 - 31 March 2025

If yes, please attach your settlement statements here

Your property conveyancer or solicitor should have copies of these

Did the Trust make any new investments in 2025? *

E.g. new investment portfolio, term deposit matured and reinvested, etc.

Please attach documentation in relation to the new investments here

Did the Trust sell any property in 2025? *

Please attach settlement statements here

Are the Trustees or Beneficiaries responsible for paying for the family home property costs? e.g. rates, insurance etc.

Trustees/the Trust

Beneficiaries

I'm not sure (please check the Trust Deed)

Was there any gifting completed in the year to 31 March 2025? *

If yes, please upload your gifting documents here

Any further files that would be useful please attach here

Any further information that would be useful please let us know here:

Please provide all Trust beneficiaries full names, IRD numbers, and dates of birth

This is a requirement due to the new tax and reporting rules for Trusts