Trusts


Even with the new 39% tax rate a trust might still be the right structure for you, providing a valuable way to separate your personal assets from your business risks and protect the wealth you have built for the benefit of your family and future generations. At Arco Advisory & Accounting our unparalleled experience with trusts enables us to offer specialist advice on their formation and administration, removing all of the unnecessary risk and stress. 


We can assist with:

o Advising on maximising tax efficiency

o Preparing and executing the vital documentation required for trust formation

o Trustee duties 

o Attending to the special requirements involved in reporting for trusts

o Completing the trust administration


Angela and the team will ensure your trust is formed and administered effectively, covering all legal requirements, and guaranteed to fulfil its purpose.



structure reviews


You can structure your business as a sole trader, partnership, company, trading trust or limited liability partnership – we’re are familiar with them all, and the advantages and disadvantages of each. We work with you, and your advisers, to determine the best structure for balancing tax efficiencies and risk protection.


We like simple, because it makes it easy for everyone to understand, as well as being far more cost-effective to run, but we also understand and can work through complex business structures.

Succession Planning


To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our 20 years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.


Contact us to arrange a time for a chat with Angela, for advice and assistance on forming a plan that facilitates a hassle-free continuation of your business!

buying or selling a business


There are several scenarios where you might wish to buy or sell a business. Whatever the situation, Arco Advisory & Accounting can remove the stress from the process and maximise the opportunity for you. Whether you are considering buying a business or selling an existing business, we have the experience and expertise required. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions and help work through the answers.


The services we provide incorporate every stage of the process - from evaluating offers and negotiating the commercial elements of a transaction to forecasting the future of a business.

Our services include:

o  A review of your goals and objectives

o  Due diligence services

o  Preparation of financial forecasts

o  Advice on potential pitfalls and rewards involved in a purchase or sale

o  Assistance with negotiations

o  Advice on financing

o  Assistance with preparing a business plan


Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let us show you how our experience can save you stress and provide you with the great opportunity a business purchase or sale can be!


Estate Planning


The old saying is true, “Nothing is certain except for death and taxes,” and here at Arco we can help you with both. Estate planning is one of the unpleasant but necessary parts of life, so let us give you peace of mind that your hard-earned assets will be dealt with in the manner you choose. 


At Arco Advisory & Accounting we are experienced in estate planning and can help guarantee there will be no deviation from the succession plan for your assets.


The areas in estate administration that we can assist with include:

o Objectives for your estate

o Court approval for a grant of administration

o Documentation involved in estate planning

o Protecting the assets in your estate

o Reviewing structures to minimise taxes

o Estate distribution

Rental Property


Property has long been the wealth building asset of choice in Aotearoa but with the ever-changing rental and property landscape it has become an increasingly confusing and potentially costly investment. At Arco Advisory & Accounting we’re familiar with tax implications on property and can make sure you stay on the right side of the rules. We also have the expertise and experience to be able to advise you on any rental property questions you might have, be they about existing properties or potential new investments. 


The services we offer our include:

o Reports on your rental’s profitability

o Advice on purchasing a property

o Reviews of lease agreements

o Guidance on tax minimisation

o Advice on ownership structure

o Periodic reviews to ensure returns are maximised


The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for revenue returns, financial position and potential growth. Let us make owning investment property easy again.