NEWS
& RESOURCES

It is not all Chocolates and Roses
20 September 2022 “Truths and roses have thorns about them” – Henry David Thoreau With

Kiwis Give More than $23m despite Economic Challenges and On-going Cost of Living pressures
Second Annual Philanthropy Report Even with a tightening investment return outlook amid a prolonged economic

Reporting Requirements for Domestic Trusts
Reporting requirements for Domestic Trusts In December 2020, amendments were made to the Tax Administration

July 2021 | Up, down, sideways and a round trip
This article was originally written and published by Openly Investing. “Ride the horse in the direction

Not-for-profit Governance strengthened by new industry partnership
A new professional course to support philanthropy organisations is launching in the New Year, following

9 September 2020 | New Zealand And The Spectre Of Negative Interest Rates
This article was originally written and published by Openly Investing. “One may miss the mark

Tayla Made Foundation
Launched in 2020, the Tayla Made Foundation was created by Aimes Award-winning soprano Tayla Alexander.

Activation Fund
The Activation fund in the Perpetual Guardian Foundation was established to fund game changing initiatives

Radio Lollipop Fund
Radio Lollipop believes in the healing power of play – creating smiles and laughter for

Possibility Fund
The Possibility Fund is designed to support access initiatives and entrepreneurs who embody the concept

Epilepsy Foundation
The Epilepsy Foundation of New Zealand is an unwavering ally in the journey of those

Eight Questions to Ask About your Family Trust – and What to Do if you No Longer Need it
The lack of a national database or any requirement to report trust numbers means we

2 June 2020 | New Zealand And The Spectre Of Negative Interest Rates
This article was originally written and published by Openly Investing. “I’ve never responded well to

15 May | COVID-19 & The Budget Update #6
This article was originally written and published by Openly Investing. “Between stimulus and response, there

11 May | COVID-19 & Global Economy Update #5
This article was originally written and published by Openly Investing. “Anyone in recovery knows that

Celeste Barber’s $52 Million Fundraising Roadblock
Fundraising in periods of disaster is common, and prompt Kiwis’ urge to give. Even in

6 April | COVID-19 & Global Economy Update #4
This article was originally written and published by Openly Investing. “We’re still in a recession.

Let’s Not Forget – RSA ANZAC fundraiser
Following the RSA’s hard call to postpone the national Poppy Day Appeal and Anzac Day services, Perpetual Guardian wants to lead the charge and support and help our heroes by contributing to this ‘Let’s Not Forget’ campaign.

18 March | COVID-19 & Global Economy Update #3
The COVID-19 pandemic continues to impact the global economy more significantly than anyone had first expected. Read the 3rd update on global markets from Openly Investing here.

12 March | Crude Oil & COVID-19 Update #2
Crude Oil Continues To Be Impacted By Covid-19 As The Pandemic Continues. Read The Second Update From Openly Investing Ltd.

10 March | Global Economy and COVID-19 Update #1
The first update from Openly Investing Ltd regarding the impact of COVID 19 on global economy

Perpetual Guardian Backs Age Concern New Zealand With New Platinum Sponsorship And 3 Year Partnership
New Zealand’s trusted service for ageing well, Age Concern New Zealand, is receiving a New Year boost after inking an agreement with Perpetual Guardian.

Catalytic Philanthropy
Catalytic Philanthropy Is A More Comprehensive And Sophisticated Approach To Charitable Giving, Ideal For The Forward Thinking Philanthropist.

Charities Act 2005 – A Timely Review
The Charities Act 2005 Is Being Reviewed. 27,000 Charities Are Registered In NZ, So This Review May Have Significant Impacts On Our Society.

Trusts Law Changes: Moving On From The 1950s
Trusts law is changing. General Counsel – Perpetual Guardian, and Trusts expert, Henry Stokes, explains the Significance of the changes, and how to start getting ready.

Givealittle finds a new home with Perpetual Guardian
New Zealand crowdfunding platform Givealittle will move to new owners, Perpetual Guardian in early 2020.

Perpetual Guardian to re-arrange private client appointments
Perpetual Guardian to re-arrange private client appointments Since 2014, The New Zealand Guardian Trust Company

Tim Chesterfield from Openly shares his thoughts on recent market volatility
Investment Commentary: Volatility and Capital Destruction Last week we saw investment market volatility which no