Fiduciary Services

Fiduciary Services

  • Administration of deceased estates
  • Formation and administration of inter vivos trusts
  • Administration of trusts mortis causa
  • Asset management and personal affairs administration
  • Investment of clients funds in the money market, unit trusts, stock market and in mortgage bonds
  • Drawing of wills and estate planning
  • Income tax advice
  • Tax and Estate planning
  • Completion and submission of provisional tax returns for individual and corporate clients
  • Body corporate administration
  • Property syndications
  • Rent collection and administration
  • Bookkeeping for individual and corporate clients
  • Accounting advice
  • Registration of individuals, trusts or corporate entities for income tax, VAT
  • Completion of monthly VAT returns
  • Small business management advice
  • Rule 17 Accounts: -
    • The Nedbank Corporate Saver system offers the facilities of having Daily Call accounts, 32 day Notice accounts as well as Fixed Term Investments, all at competitive rates. We are able to pay interest direct to client on a monthly basis or capitalize back to the investment. The Daily Call accounts and 32 day notice accounts charge the Administration fees on a tiered system, depending on the balance in the account. The Fixed Term Investments have a flat administration fee of 5% of income. None of these accounts have a minimum balance, but remembering the smaller the balance in the account the higher the Administration fee. The client can have access to the individual accounts to view the movement in the account at any time. On the Daily call accounts we are able to withdraw the funds on instruction from the client and pay direct to third party. These payments have a three day clearance period as long as the instructions are received timeously. EFTs paid direct to client will generate a Bank fee. These accounts would be considered to be Investment accounts and therefore we expect minimum movement in the accounts.

Cassie completed her articles of clerkship with Austen Smith and was admitted as an attorney, notary public and conveyancer on 17 February 2006. She joined Fiduciary Services in 2005 and is specialising in the formation and administration of trusts. Cassie was appointed as an associate of the firm in January 2010 and became a Partner on 1 March 2011.

Allan was admitted as an attorney and conveyancer in 1976 and later as a Notary Public. He gained extensive experience in estate administration with FH Lowe and Co. prior to the amalgamation which resulted in the formation of Austen Smith.