Created: July 25, 2013 at 11:04 AM | Updated: August 10, 2020 | By Community Resource Kit
The following steps outline the process for setting up a registered charitable trust. This information supplements Charitable Trusts of the Community Resource Kit.
[For more information on the different types of organisation you can set up see Formal Organisational Structures and Characteristics of different organisational legal structures.]
Your group has decided to set up a registered charitable trust...
If you are registered with Charities Services, you will need to notify changes and file an annual return (including annual accounts) with Charities Services.
Tip: By registering with Charities Services, an organisation with a charitable purpose can expect an exemption from income tax and resident withholding tax. If you want to apply for registration under the Charities Act 2005, you need to meet their requirements for registration:
You will also need to fill out an application form, an Officer Certification Form (one copy for each of your officers), and send in a copy of your rules, including all amendments. For more details visit: https://www.charities.govt.nz/im-a-registered-charity/officer-information/officer-certification/ and https://www.charities.govt.nz/ready-to-register/need-to-know-to-register/
- the name needs to be suitable i.e. not offensive or liable to mislead the public
- the purposes need to be charitable
- the officers need to be qualified under the terms of the Act.