Wolters Kluwer New Zealand

CCH - a Wolters Kluwer business

CCH iKnow Login CCH Entities Login IntelliConnect Login Q&A Service Login
CCH Bookstore | CCH Learning | CCH iFirm | CCH Integrator

New Zealand

  • Tax & Accounting
    • Tax
    • Goods & Services Tax
    • Duties & Levies
    • Accounting
  • Property & Trusts
    • CCH Entities
    • Conveyancing & Property Law
    • Trusts & Estates
  • Corporate & Commercial
    • Business Law
    • CCH Entities
    • Company Law
    • Financial Markets Law
    • Superannuation
    • Insurance
    • Business Skills
  • HR & Employment
    • Human Resources
    • Employment Law
    • Workplace Health & Safety
    • Payroll
  • Other Legal
    • Immigration Law
    • Court Practice
  • Software
  • Academic
  • About Us
    • About Wolters Kluwer
    • Careers
    • CCH Analysts
    • Our Contributors
  • Resources & Training
    • CCH iKnow
    • CCH Business Fitness Practice Tools
    • CCH IntelliConnect
    • CCH Entities: Trust Manager
    • CCH Entities: Company Manager
    • Q&A Service
    • CCH Signatures
  • Contact Us
  • WK Blog
You are here: Home / Trust Resources / CCH iTrust Case Study – Generation Wealth Management

July 7, 2016 by Wolters Kluwer NZ

Generation Wealth Management, Pukekohe improves trust management with CCH iTrust Cloud Trust Management Software

Before subscribing to CCH iTrust, Generation Wealth Management used a heritage system provided to them by their Trust company.
They had identified the ability to continue using this software as a risk to the business and so the directors looked round for other trust systems.

Why iTrust?

“iTrust was the most practical trust management and administration system of those we looked at and liked.”

The transition process

“The transition process is ongoing and will likely take a year in total. Every time a trust is due to be reviewed we set it up in iTrust.”

“The CCH team have been extremely supportive. They are happy to come to our office to show us how to do things and when we have simple queries they send us clear, step-by-step instructions.”

“Learning any new process and system is daunting but once you’ve inputted a few trusts you find it’s simple enough. If your firm is considering switching from your existing system to iTrust, don’t let fear of creating more work put you off. This is something you can do over time and, if you have someone specialise in uploading your data to the system, it will make your life easier.”

“You can count on CCH’s support too. Our experience has been that they have done everything they can to make the transition process as easy as possible for us.”

The benefits of iTrust

“While we’re still in the transition phase, once everything is in iTrust, it’s going to mean it’s quick and easy to review each of our clients’ trusts and we’ll easily be able to access all documents in one place.”

“Because CCH automatically update resolutions and terminology in response to legislative changes, our clients can be confident that their trust documents are up-to-date and that, should they need to access them, they will be able to do so: and very quickly find what they’re looking for.”

 

Trust Resources

  • Bulletin – New Zealand Trusts & Asset Planning Guide, March 2018
  • CCH iTrust Case Study – Generation Wealth Management
  • What should you look for in a trust management system?
  • Free White Paper – Checklist and Guidance Notes Regarding Cloud Storage of Trust Documents
  • Bulletin – Clayton v Clayton – a new landscape for attacking trusts
  • Free White Paper – Honey, I forgot to do my gifting
Recent Tweets
  • Extended bright-line test – when does it take effect? Find out more from the Wolters Kluwer Tax Analysts:… https://t.co/53VzaAEyvy March 23, 2021 2:17 am
TalkTax Blog
    Feed has no items.

Tax & Accounting

  • Tax
  • Goods & Services Tax
  • Duties & Levies
  • Accounting

Property & Trusts

  • Conveyancing & Property Law
  • Trusts & Estates

HR & Employment

  • Human Resources
  • Employment Law
  • Workplace Health & Safety
  • Payroll

Corporate & Commercial

  • Business Law
  • Company Law
  • Financial Markets Law
  • Insurance
  • Superannuation
  • Business Skills

Other Legal

  • Immigration Law
  • Court Practice

Book Store

  • Tax & Accounting
  • Trusts & Property
  • Corporate & Commercial
  • HR & Employment
  • Legal
  • Academic

Other

  • CCH Software
  • CCH Research Solutions
  • CCH/TEO Q&A Service
  • CCH Business Fitness
  • Academic
  • CCH Constitution
  • CCH Forms
  • About Us
  • Contact Us
  • Careers

CCH Learning

  • Webinars
  • Conferences
  • Partners
  • How to Book
  • FAQ’s
TwitterLinkedInGoogle PlusFacebook

© Copyright 2020 Wolters Kluwer · All Rights Reserved · Privacy Policy · Terms & Conditions · Disclaimer

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customise your browsing experience and for analytics and metrics about our visitors both on this website and other media. OkPrivacy Notice