Deed Of Variation Trust Deed Template for New Zealand

1. Trustee Consent: Required when variation affects trustee powers or duties, confirming trustees' agreement to new obligations

2. Beneficiary Acknowledgment: Used when beneficiaries' rights are affected and their acknowledgment is required

3. Tax Declarations: Include when variations have tax implications requiring specific declarations

4. Property Matters: Required when variation affects trust property holdings or management

5. Vesting Date Variation: Include when changing the trust's vesting date

6. Powers of Amendment: Include when modifying the trust's amendment powers for future variations

7. Compliance Statement: Statement confirming compliance with specific requirements of Trusts Act 2019 when relevant

1. Schedule 1 - Original Trust Deed: Copy or reference to the original trust deed being varied

2. Schedule 2 - Previous Variations: List of any previous variations to the trust deed

3. Schedule 3 - Comparative Table: Table showing original clauses and their amended versions for clear comparison

4. Schedule 4 - Trust Property: Current schedule of trust property (if relevant to variations)

5. Schedule 5 - Consents and Certificates: Copies of any required consents or certificates from beneficiaries, regulators, or other parties

6. Appendix A - Legal Advice Certificate: Certificate confirming independent legal advice received by parties (if required)