Small Trust Plan
From $99 + GST per month
Suitable for trusts with up to 350 owners and limited operational activity.
Designed for:
- Basic owner register management
- Owner portal access
- Low administrative load
Includes:
- NZ hosting (by default)
- System updates
- Standard email support
Trusts exceeding 350 owners, running active grant rounds, processing distributions, or requiring higher support involvement are typically suited to the Standard plan.
Standard Trust Plan
From $199 + GST per month
Most trusts fall between $199 – $499 + GST per month, depending on:
- Number of owners
- Grants and/or distributions enabled
- Reporting requirements
- Overall system usage and support needs
Includes:
- Secure NZ hosting (by default)
- Daily backups
- Ongoing updates and improvements
- Built-in security controls (including optional 2FA)
- Standard support allocation
Setup & Migration
A one-off setup cost may apply depending on:
- Data migration requirements
- Data clean-up complexity
- Configuration and workflow setup
This cost is quoted clearly upfront before any commitment.