This On Demand was recorded on 24 March 2025.

As more home buyers rely on family support to get on the property ladder, a common issue arises: whether the funds were a gift or a loan. This On Demand will provide guidance on advising clients in these situations, with a focus on the importance of written loan agreements and understanding the six-year limitation period for repayment.

Learning Outcomes

Learning Outcomes

• Distinguish between a gift, a loan or an investment.
• Explain the legal implications of a gift, a loan or an investment (including relationship property implications).
• Explain the presumptions of advancement and resulting trusts in NZ and when they apply.
• Provide clarity on legal risks – including relationship property issues and family provided property funding.
• The importance of written agreements and getting legal advice.
• Offer practical guidance on loan documentation including how to ensure enforceability and avoid ambiguity.

Who Should Watch?

Lawyers and legal executives working in property law and family law.

Presenters

Megan Williams, Steindle Williams Law

Catherine Townsend, Barrister, St Marys Chambers

Pip Cobcroft, Barrister, St Marys Chambers

Presenter Details