Trust Accounting & Trust Administration Services

trust

Trust Accounting & Trust Administration Services

The use of trusts has become increasingly popular in recent times as an effective means of estate planning. However, the legal and tax environment has become increasingly complex, requiring trustees to be vigilant and diligent in the application of their duties. Our expertise can assist with:

  • Comprehensive advice on the use and structure of both new and existing trusts
  • Guidance and advice to trustees in ensuring that decisions are in line with the provisions of the Trust Deed and the relevant legislative environment
  • Trust administration services in terms of drafting resolutions and making recommendations to Trustees on distributions, taking minutes at meetings and maintaining a minute book
  • Trustee secretarial services, for all changes, to the Master of the High Court
  • Compliance with all statutory requirements
  • Annual processing of bank statements and portfolio statements for investment trusts that are not VAT registered
  • Accounting and compilation of annual financial statements
  • Completion of all taxation requirements.

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