Trust Administration

Your history, your principles and your goals are at the heart of your financial journey. Trusts are deeply personal; they represent your values and the legacy you want to create for your loved ones. Creating a trust is a meaningful step toward protecting what matters most. It’s a way to manage assets – like money, property, or investments – by placing them under the care of someone you trust (the trustee) for the benefit of others (the beneficiaries). Think of it as a safe way to preserve and pass on what you’ve built, ensuring it’s handled according to your wishes both now and in the future. 

If you’re a Trustee

Being a trustee means safeguarding a legacy. It’s a meaningful responsibility, and we’re here to make it easier for you. As your Trust Administrator, we provide the tools, insights, and support you need to ensure your trust is well-managed and compliant with the Trust Property Control Act and the specific requirements of the trust deed. 

From guiding you through governance and compliance to keeping detailed records, we help ensure that every aspect of the trust is aligned with statutory and legal requirements. With our support, you can fulfil your fiduciary responsibilities confidently, knowing that your actions are preserving the integrity of the trust.

A trust must be carefully managed to protect its assets and withstand scrutiny. Accurate records and adherence to legal requirements protect the trust from challenges by creditors, tax authorities, or disputes among beneficiaries. Without these safeguards, a trust risks being invalidated, putting its purpose – and the legacy it represents – at risk.

Our role is to simplify this process for you, ensuring that your trust is well-managed, legally compliant, and equipped to provide long-term security for your beneficiaries.

At BDO, we understand that managing a trust can feel complex. That’s why we offer a comprehensive suite of services to help trustees meet their administrative and fiduciary responsibilities with confidence. 

Our support includes:

Trust Administration


Our team works closely with you to simplify trust administration, and with us as your partner you can be assured that your trust is in safe hands. 

Speak to our team