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On the Money
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Trustee lessons from the Mulligan case

ANALYSIS: Bottom line was that it was no longer okay to sit around drinking cups of tea and being polite with their co-trustees.

Trustees need to keep up with the play in terms of portfolio management.

Two weeks ago, this column, Personal liability a key factor in trustee investing, focused on the fact that trustees have a major incentive to get things right, in that if they don’t interpret the trust’s objectives correctly in terms of asset allocation etcetera, and embrace best practice, they

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Brent Sheather Sun, 12 Nov 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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Trustee lessons from the Mulligan case
On the Money,
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