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Fiduciary support for assets under your care

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Assessment​s

​Our assessments are used globally by Boards and organisations to identify how they can improve processes, reduce costs and provide better investment outcomes.
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Support

​We assist investment organisations develop, implement and monitor their investment strategies.
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Training

​Develop your governance capabilities through globally recognised investment governance training.  ​

Who We Serve

We work with Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies.
How we can help you


Your Best Interests First

​We base our advice and services on your best interests. 

​Global good investment governance practices are ​the foundation of our support.
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Our fees are set on a fee-for-service basis, including when we have an ongoing fiduciary support role. ​​



News

Guide to Taxation on Foreign Equities to NZ Residents

MyFiduciary and Kernel Wealth have co-written a white paper on taxation of foreign equities. Overseas investment funds can be attractive for several reasons compared to New Zealand based products. There is a great deal more to choose from, investors can pick from some of the world’s best investment managers, and headline fund manager fees are sometimes much lower.  However, in many cases, you will pay more tax than if you invested in a New Zealand product. The extra tax may more than offset any saving in manager fees, leaving you with a lower overall return.

Here to download the executive summary
Here to download full report

MyFiduciary Report on KiwiSaver for the FMA  

The FMA commissioned MyFiduciary to examine how active or passive each KiwiSaver Provider is.  Our report also explores how investment fees differ between active and passive approaches.  ​In addition to assessing the degree of activeness, we provide our view on trends in investment management fees and how this relates to what we observe with respect to KiwiSaver fees. 

Here to download report
FMA Media Release
​​FMA Consultation Paper on KiwiSaver fees and value for money

CEFEX Certification Updates

Congratulations to Shadforth Financial Group for earning the international certification awarded by the Centre for Fiduciary Excellence (CEFEX).  CEFEX-certified firms adhere to a standard representing the best practices in their industry. ​
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Responsible Investment

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We believe that implementing a Responsible Investing (RI) strategy can help you achieve better investment outcomes.


We can help you incorporate environmental, social, governance and cultural (ESGC) factors into your investment decisions.

We have considerable experience in implementing RI strategies for Advisers, Managers, Institutional and other Investors.  

Our Perspectives

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Resources for Māori investors 
The New Trusts Act 2019
Taxation on Foreign Equities
Read more perspectives

Contact Us
MyFiduciary supports you to gather, grow and protect assets under your care. 


Our Services

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About Us

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  • Home
  • Our Team
    • Who We Are
  • Support
  • Assessments
  • Training
  • Perspectives
  • Contact