TRUST ACCOUNTING

Efficient administration of trusts

FAMILY

BUSINESS

SPECIAL

Structuring & Formation

Drafting of the trust deed to meet the objectives of the planner and the requirements of the Master of the High Court

• Expert knowledge on the appropriate structure of the trust including:
• Tax implications
• Ongoing administration
• Detailed analysis of client objectives

Accounting Officer

As part of the registration process of a trust, the Master of the High Court
normally requires the appointment of an accounting officer.

We can act as accounting officer:

  • Offer a full range of accounting services to trust clients from
    bookkeeping to the annual financial statements
  • Where required, performance of an independent review of a trust’s
    financial statements

Taxation

We will attend to the registration of a trust for income tax with the South African Revenue Service. We provide a complete taxation service for trusts which includes:
  • Tax advice in respect of the appropriate treatment of transactions
  • Completion and submission of annual tax returns.
  • Completion and submission of provisional tax returns.
  • Consulting on all tax matters including international taxation implications.
  • Corresponding with South African Revenue Service as regards to queries and objections.

Our qualified team of property investment specialists, financial advisers and trust attorneys will be able to guide you every step of the way.

IGrow Group of Companies

How can we help you?

If you need any help or assistance with Trust Accounting, IGrow Chartered Accountants are here to assist you.