TRUST ADMINISTRATION SERVICES
- Comprehensive Trust Administration: Efficiently handle the administration of various trusts, i.e. Inter Vivo’s Trusts, Testamentary Trusts, and Special Trusts.
- Trust Advice and Preparation: Provide expert advice, preparation, and registration services for trusts to ensure legal compliance and optimal structuring.
- Documentation Preparation: Prepare all necessary documentation related to trust administration, including purchase and sale agreements, loan agreements, resolutions, and correspondence with stakeholders associated with trust management.
- Deed of Trust Analysis: Thoroughly analyse Deeds of Trust to ensure legal compliance and executability, providing a secure foundation for trust activities.
- SARS Registration and Reporting: Facilitate the registration of trusts with the South African Revenue Service (SARS) and handle annual financial reporting obligations to SARS.
- Trust Deed Amendments and Trustees Management: Assist in making amendments to trust deeds and managing trustee appointments and resignations for ongoing flexibility.
- Property Transfer and Registration: Handle the transfer and registration of property into trusts, ensuring a smooth and legally compliant process.
- Trust De-registration Services: Provide support in the de-registration of trusts when required.
- Professional Partnerships: Collaborate with other professionals, offering trust administration services at agreed-upon fee structures to assist them in efficiently managing trusts on their behalf.