Compliance
R595 / month
Core support for passive or low-activity trusts.
- Beneficial ownership register maintenance
- 2 trustee resolutions per annum
- Annual trustee meeting and minutes
- Annual compliance review
- Annual advisory meeting
Transparent fiduciary pricing
Pay for the governance your trust needs—not a vague annual retainer.
Our packages are designed around trust activity and complexity. Scope is confirmed in writing before work begins, and services outside the selected package are quoted or charged at the published ad hoc rate.
New inter vivos trust
Trust establishment
R6,000 once-off
For a standard new inter vivos discretionary family trust, subject to final scope and any separate specialist legal or tax work required.
Start the assessmentIncluded
- Initial consultation and trust-planning discussion.
- Trust deed and registration-pack preparation.
- Trustee appointment documentation.
- Master registration and Letters of Authority application process.
- Initial beneficial-ownership registration with the Master.
- Initial trustee resolutions and beneficiary schedule.
- FICA onboarding.
Monthly service packages
From essential compliance to family governance
Package selection follows the assets, activity, number of decisions and level of strategic oversight required.
Governance
R1,350 / month
Practical oversight for active family trusts.
- Everything in Compliance
- Section 7C loan monitoring
- Distribution schedule preparation
- IT3(t) beneficiary reporting support
- 4 trustee resolutions per annum
- Annual Trust Health Check
Wealth
R2,450 / month
For investments, business interests or property.
- Everything in Governance
- 6 trustee resolutions per annum
- Two trustee meetings and minutes
- Two advisory meetings
- Property-in-Trust review
- Estate Planning Integration Review
- Beneficiary Education Session
Legacy
R4,500 / month
For complex families and high-value estates.
- Everything in Wealth
- Unlimited trustee resolutions
- Quarterly trustee meetings and minutes
- Unlimited advisory meetings
- Unlimited routine SARS correspondence
- CGT allocation calculations
- Family Governance Meeting
- Succession Planning Review
- Priority support
Existing trust takeover
Know what you are inheriting before you accept the appointment.
The takeover fee covers deed and historical compliance review, beneficial-ownership verification, trustee and beneficiary verification, FICA onboarding and governance review.
Compliance
R3,500
Governance
R4,000
Wealth
R5,000
Legacy
R7,500
Remediation work is not included in the takeover fee. Historical corrections, missing records and complex reconstruction are charged at R950 per hour after the scope is explained.
Ad hoc services
Published rates for work outside a package
Some work may require legal, tax, accounting, valuation, conveyancing or regulated financial advice from a separately engaged professional.
| Service | Fee | Service | Fee |
|---|---|---|---|
| BO Register Update | R350 | Trustee Resolution | R350 |
| Complex Trustee Resolution | R750 | Trustee Meeting & Minutes | R950 |
| Advisory Meeting | R950 | Distribution Schedule | R650 |
| IT3(t) Beneficiary Reporting Support | R250 per beneficiary | Section 7C Loan Review | R950 |
| Trust Health Check | R1,950 | Property-in-Trust Review | R1,500 |
| Beneficiary Education Session | R1,500 | Family Governance Meeting | R2,500 |
| Estate Planning Integration Review | R2,500 | Trustee Induction Pack | R950 |
| Trustee Appointment / Resignation | R950 | Beneficiary Amendment | R950 |
| Banking Mandate Changes | R650 | Investment Account Opening Support | R950 |
| Property Purchase Resolution Package | R1,500 | Property Sale Resolution Package | R1,500 |
| CGT Allocation Calculation | R1,500 | Simple SARS Correspondence | R500 |
| SARS Audit or Complex Query | R1,250 / hour | Additional remediation work | R950 / hour |
Pricing notes
What the published fees do not promise
Fees are subject to a written engagement, final fact pattern and applicable VAT treatment. Government charges, external attorney or tax-practitioner review, accounting and tax returns, conveyancing, valuations, CIPC work, regulated financial advice, product costs and third-party disbursements are excluded unless the quotation expressly includes them.
Package limits and the meaning of “unlimited” apply to reasonable routine work within the agreed trust scope. Material transactions, litigation, investigations, audits, restructuring and specialist opinions are separately scoped.