STEPS Diploma Advanced Certificate 1: The Creation of Trusts

The certificate covers:

  • The trust concept (including fundamental trust concepts), the three certainties, the transfer of assets into trusts and applicable statutory and case law requirements.

  • Background/history of discretionary and fixed trusts in New Zealand, the purposes of having a trust in a New Zealand context (including Family Protection Act 1955, Property (Relationships) Act 1976, and creditor protection) and related asset planning issues.

  • A consideration of the ways in which trusts may be rendered ineffective or “attacked” under both legislation such as the Property (Relationships) Act, Property Law Act 2007 and Insolvency Act 2006 and under case law.

  • The trust instrument (an examination of typical clauses in a modern discretionary family trust deed).

  • A brief introduction to other trusts (charitable trusts, superannuation schemes and unit trusts, Maori trusts, resulting and constructive trusts).

Start date: Saturday 9 March 2019 

Weekend Workshop 1: Saturday 6 and Sunday 7 April 2019 

Weekend Workshop 2: Saturday 18 and Sunday 19 May 2019 

Examination dates: Released Friday 31 May (4pm), Due Friday 14 June (4pm)

 Applications close Friday 1 March 2019 - APPLY NOW 

Cost and how to apply

Each advanced certificate costs $2,250 plus GST.

Delivery mode:
Online and distance learning with two weekend optional workshops in central Auckland.

(a live-stream of the workshops may be available to participants based outside of Auckland – please contact STEP Education NZ (details below) to confirm)

Student learning time: 122 hours comprising 24 hours of class contact and 98 hours independent study (7 hours independent study per week)

To find out more, please see STEP NZL.


Please contact Megan Llewellyn at STEP Education NZ directly if you have questions or would like to enrol in any of these certificates:

Phone: +64 21 189 5546

6/04/2019 - 19/05/2019
Members - Please click on the "Sign In" button to register

Non-members - Please click on the "CREATE A GUEST ACCOUNT" to register

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