Trust Unlimited
Tax in Port Elizabeth

Trusts Unlimited specialises in the formation of trusts, business and tax structuring and strive to maintain our focus as a trust advisory company.

To protect your assets from creditors in the event of your insolvency, disability or divorce. To make provision for your estate to be passed on to your beneficiaries as smoothly as possible. To safeguard against financial loss in your own business. Imagine the heart rending disappointment of learning the wealth you’ve spent a lifetime accumulating has been attached by a jealous ex-spouse, a creditor or a business partner. Now, more than ever, the ordinary middle income family needs to take steps to protect themselves. For the sake of your family you cannot only focus on wealth creation you must also consider wealth protection! You have the option to appoint Trust Unlimited as the Trust Administrators. Should the Trust be registered with SARS, the taxation and related functions are also managed and prepared by Trust Unlimited. Effective trust administration is key to any trust. Trust's Unlimited administration service offering involves the following: Ensuring that the trust property is adequately insured and funds are properly invested by measuring fund managers performance to approved benchmarks\. Determining the short, medium and long term income and capital needs of the beneficiaries\. Ensuring that the provisions of the trust deed are complied with and upheld at all times\. Ensuring that all the trusts’ statutory requirements are complied with\. The preparation and maintenance of a trust asset register (investments and fixed assets); Conducting trustee meetings annually, bi-annually or quarterly, depending on the size of the trust and the type and level of investments\. The recording of the minutes of trustee meetings and investment decisions\. The drafting of special resolutions and making any minor changes to the trust deed\. Advising on the trust and ensuring that the trust is being utilised as an efficient estate planning tool. TRUST ACCOUNTING & TRUST TAX ADMINISTRATION Trusts Unlimited's tax advisory team consists of professionals who have years of trust and corporate taxation experience. Our professionals have consulted to numerous listed companies and have lectured to top South African business people. As part our administration service, Trusts Unlimited compiles the annual financial statements, assists with tax compliancy and the submission of required tax returns. Trusts can also fullfil an active role in business structures.