About

Our B-BBEE Trust services relieve trustees of the administrative burden associated with either BEE trust’s affairs or other Trust-related burdens. Our friendly, approachable team has extensive experience in trust administration, tax, and accounting, ensuring that the Trust’s affairs are handled efficiently and effectively. Knowing that our experienced professionals are on your side provides additional peace of mind.

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Code 100 of the B-BBEE Codes of Good Practice sets out certain minimum qualifying criteria for each type of trust. To obtain all the points on the ownership scorecard for ownership through a broad-based ownership scheme, it must also be shown that the scheme has an operational record of accomplishment or demonstrable evidence of full operational capacity to operate as a broad-based ownership scheme.

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Our BEE Trust Administration & Compliance services briefly:

- Governance & Secretarial Duties
- Distribution & Accounting Duties
- Beneficiary Engagement
- External Relations