Trust Registration Questionnaire

What's included

Establishment of Inter-Vivos Trust covers drafting the trust deed, registration with the Master of the High Court, and ensuring compliance with legal formalities. Testamentary Trust establishment covers creating a trust to take effect on death, in line with the will's directives.

Trust Review is an overview of an existing trust deed to confirm it's in line with the latest case law and legislation. Amendment of Trusts covers drafting and registering changes to trustees, accounting officers, or the trust deed itself with the Master's Office.

Acting as Independent Trustee includes governance and fiduciary oversight, professional indemnity insurance, maintaining records, managing beneficiary distributions and trust documentation, ensuring statutory compliance (e.g. annual submissions to the Master's Office), and preparing, maintaining and submitting the Beneficial Ownership Register and related statutory declarations. It does not include financial reporting, which remains the accounting officer's responsibility — this is quoted separately if required. Testamentary Trust independent trustee services (item 7) follow this same fee scale.

Trust Tax Registration covers registering the trust as a taxpayer with SARS and obtaining an income tax reference number. It does not include submission of annual tax returns or preparation of financial statements — these remain the appointed accountant's responsibility and are quoted separately if required.

Thank you for considering GH Legacy (Pty) Ltd as your trusted fiduciary partner. We take pride in providing professional, independent trustee services and assisting with the seamless administration of your trust. Outlined below are the core services we offer:

1. Ensuring compliance with the Trust Property Control Act and relevant SARS regulations.
2. Facilitating Annual Trustee Meetings (virtual, email, or in-person).
3. Reviewing the trust's financial activities.
4. Maintaining and updating the trust's records.
5. Monitoring and managing SARS compliance and reporting.
6. Overseeing banking and accounting compliance.
7. Reviewing insurance policies and trustee liabilities.
8. Ensuring risk management and legal compliance.
9. Conducting quarterly and/or annual trust reviews and planning to ensure alignment with the trust deed.
10. Drafting documentation to record trustee participation and decision-making.
11. Facilitating amendments to the trustees or trust deed, where required.
12. Providing access to the expertise and skills of our fiduciary team.
13. Collaborating with the appointed accountant to ensure tax compliance and preparation of annual financial statements.
14. Drafting loan agreements (to and from the trust) and deeds of donation for loans advanced to the trust.