Treasury Trust Services

Annemarie Foto


Trust Advisor for Treasury Trust in Western Cape Region


  • Meet and maintain close relationships with clients
  • Know and understand the contents of the trust instrument by whom we are appointed as independent trustee
  • Have in-depth knowledge of all relevant fundamental law governing trustees, which includes but is not limited to the Trust Property Act 57 of 1988, the Immovable Property Act 94 of 1965, the Income Tax Act 58 of 1962, the Estate Duty Act 45 of 1955, the Matrimonial Property Act 66 of 1984, the Marriage Act 25 of 1961, the Civil Union Act 17 of 2006, the Customary Marriages Act 120 of 1998 and the Divorce Act 70 of 1979
  • Arrange and conduct trustee meetings which include keeping accurate and detailed minutes of trustee meetings, proper resolutions and comprehensive records
  • Act with due care and utmost diligence as well as acting only in the best interests of the trust as well as looking after client’s interest while still acting impartially and independently
  • Drafting of trust deeds, resolution, trustee acceptance and all other documents relating to the registration and administration of trusts
  • Drafting of Last Will and Testament for clients
Last modified on Tuesday, 24 April 2018 13:46

What is a Trust?

What is a trust? According to the definition given in clause 1 of the Trust Property Control Act 57/1988, a trust is the arrangement through which the ownership of property of one person... read more

Get in touch

  • Unit B1, Block 7, Fairways Office Park, 5 Niblick Way, Somerset West, 7130
  • +27 (0)21 851 3751

Pretoria Branch

  • Pentagon House,  Atterbury Court, 669 Plettenberg Street,  Faerie Glen, Pretoria
    Tel. 012 991 3227