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2025 Previous Presentations
<ul>
 <li>Lessons learned from recent Supreme Court Trust cases, by:&nbsp;Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited</li>
 <li>Retiring Right, by:&nbsp;Jasmine Wright, Solicitor, Vicki Ammundsen Trust Law Limited &amp; Theresa Donnelly, Legal Services Manager, Perpetual Guardian</li>
 <li>For a former trustee, how protected is your right of indemnity? by:&nbsp;John Brown, Barrister</li>
 <li>Inland Revenue Taxation and Not for Profit Issues Paper and about the charitable sector, by:&nbsp;Susan Barker, Director, CharitiesLaw Limited</li>
 <li>anti-Bartlett Clauses &amp; The Cases Zhang v DBS Bank (Hong Kong Court of Final Appeal), and Ivanishvili v Credit Suisse Trust (Singapore Commercial Court),&nbsp;by:&nbsp;John Brown, Barrister</li>
 <li>Case Law Update&nbsp;by: Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited &amp; Theresa Donnelly, Legal Services Manager, Perpetual Guardian</li>
 <li>Ashley Dawson-Damer v Grampian, by: Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited</li>
 <li>Hong v Kinnon, by: John Brown, Barrister</li>
 <li>Trusts &amp; creditors, by:&nbsp;Jeremy Johnston, Barrister, Bankside Chambers</li>
 <li>The proper purpose rule (fraud on a power) and the appropriateness or even necessity for trustees when in doubt as to an appropriate course of action to seek the direction of the Court, by:&nbsp;The Hon Justice Helen Cull</li>
 <li>A Guide to Protecting Private Wealth, by: Sarah Wells, Senior Associate, Dentons</li>
 <li>Inland Revenue Update, by:&nbsp;Rachael Lyons CA, Technical Specialist, Inland Revenue NZ</li>
 <li>Let&rsquo;s Chat Compliance in Practice, by:&nbsp;Ivy Chen, Director, Ivy Advisory Limited</li>
 <li>Let's Chat, by:&nbsp;Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited</li>
</ul>

Previous Presentations & Speakers

The Trust SIG is a specialist forum for professionals working with trusts, including Chartered Accountants, lawyers, and trust practitioners. Sessions feature leading experts presenting on complex and evolving trust law, litigation trends, trustee obligations, tax implications, and case law analysis.&nbsp; 
 
With a diverse member base and a strong focus on discussion, the group offers deep insights into both technical and operational aspects of trust management. Staying current is critical&mdash;given the pace of legal change and the risks of outdated knowledge.&nbsp; 
 
Attendance of this Special Interest Group is virtual from any location nationally or internationally. The Trust Mini Conference will take a place in-person in Auckland on the schedule of September session date.

Auckland Trust SIG 2026 Series

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Trust specialists present on topical matters, promoting discussion among a diverse audience. Speakers cover technical and operational content. 

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