Accounting & Tax Services for Trusts
Professional assistance with trust tax compliance, administration, and long-
term planning — delivered with care and precision.
Trusted Support for Responsible Trust Management
Managing a trust requires accuracy, transparency, and full compliance with SARS regulations and South African trust legislation. At Sparrows Chartered Accountants, we specialise in tax services for trusts, offering expert guidance to trustees, beneficiaries, and professional advisors throughout every stage of the trust’s financial lifecycle.
Our tailored tax services for trusts include assistance with annual SARS submissions, tax-efficient structuring, and financial reporting — ensuring the trust remains compliant, strategically managed, and aligned with the interests of all beneficiaries.
Each trust engagement is personally overseen by a qualified Chartered Accountant (CA(SA)) and delivered with absolute professionalism, confidentiality, and care. Whether your trust is active, dormant, or newly established, we provide the clarity and precision needed to protect and grow your legacy.
✅ Trust Income Tax Returns (IT12TR)
At Sparrows Chartered Accountants, our experienced Chartered Accountants in Pretoria provide professional and reliable tax services for trusts, ensuring trustees meet their legal and fiduciary responsibilities with confidence. We handle the accurate preparation and timely submission of Trust Income Tax Returns (IT12TR), making sure that all income, distributions, and retained earnings are correctly recorded and fully compliant with SARS regulations.
Our Trust Tax Return Services Include:
- Completion and electronic submission of the IT12TR via SARS eFiling
- Allocation and reporting of income and capital gains between the trust and its beneficiaries
- Reconciliation of trust income, allowable expenses, and deductions
- Review of SARS assessments and handling of related correspondence
- Preparation and submission of IT3(t) certificates where beneficiary reporting is required
Through our specialized tax services for trusts, we ensure transparency, compliance, and peace of mind — allowing you to focus on protecting the trust’s assets and the interests of its beneficiaries.
✅ Trust Accounting & Financial Statements
At Sparrows Chartered Accountants, our trusted team of Chartered Accountants in Pretoria offers comprehensive tax services for trusts, including the accurate preparation of trust financial statements in line with fiduciary reporting standards and the Trust Property Control Act. We assist trustees in maintaining full financial transparency, ensuring that all income, assets, and distributions are clearly documented and compliant with SARS requirements.
Our Trust Accounting Services Include:
- Preparation of annual income statements and balance sheets for the trust
- Reconciliation between capital and income accounts to ensure proper tracking
- Accurate recording and monitoring of beneficiary distributions
- Financial reports suitable for SARS submissions, external audits, and beneficiary disclosures
With our expert tax services for trusts, you can maintain a well-structured, compliant trust that stands up to scrutiny and protects the interests of all parties involved.
Read More: Why Proper Trust Accounting Is Essential for Compliance ➔
✅ SARS Dispute Resolution for Trusts
At Sparrows Chartered Accountants, our experienced team in Pretoria offers expert tax services for trusts, including professional dispute resolution for trusts facing SARS penalties, audit findings, or incorrect tax assessments. We take charge of the entire objection and appeal process — from reviewing the assessment to compiling supporting documentation and engaging directly with SARS — to ensure your trust’s rights are protected and compliance is swiftly restored.
Our SARS Dispute Resolution Services for Trusts Include:
- Full review and analysis of SARS assessments, penalties, or audit outcomes
- Preparation and submission of formal Notices of Objection (NOO) or Appeals (NOA)
- Compilation of supporting documentation, evidence, and financial adjustments
- Direct communication and negotiation with SARS on your behalf until the matter is resolved
With our expert tax services for trusts, you can rely on professional representation that safeguards the trust’s compliance and protects the interests of its beneficiaries.
Read More: How to Dispute a SARS Trust Assessment Effectively ➔
✅ Estate Planning & Tax Structuring
At Sparrows Chartered Accountants, our experienced chartered accountants in Pretoria assist trustees and founders with strategic estate planning and tax structuring. We ensure that the trust structure supports long-term financial goals, minimizes tax liabilities, and protects the interests of beneficiaries across generations.
Our Estate Planning and Trust Structuring Services Include:
- Consultations on estate duty mitigation strategies to minimize estate tax exposure
- Guidance on the effective use of trusts for succession planning and wealth preservation
- Review of capital gains tax implications, donations tax, and deemed disposals within the trust
- Collaborative structuring advice alongside attorneys or fiduciary advisors to ensure full legal and tax compliance
With our specialized tax services for trusts, you can build a sustainable estate plan that balances legal compliance with tax efficiency — safeguarding your legacy and your beneficiaries’ future.
Read More: How to Use a Trust to Reduce Estate Tax Legally ➔
Why Trustees Work With Sparrows Chartered Accountants
At Sparrows Chartered Accountants, we provide trustees with expert guidance, trusted compliance support, and clear reporting — all delivered by experienced chartered accountants in Pretoria. Here’s why trustees across South Africa choose us to help manage and protect their trusts:
✅ Chartered Accountant (CA(SA)) Oversight
All trust work is personally supervised by a qualified Chartered Accountant, ensuring technical precision and fiduciary integrity.
✅ Full SARS and Fiduciary Compliance
We help trustees meet all SARS, Trust Property Control Act, and fiduciary reporting requirements, minimizing risk and penalties.
✅ Clear, Structured Financial Reporting
We prepare professional reports that trustees can easily share with beneficiaries, auditors, or regulatory bodies — no confusion, no jargon.
✅ Experience Across All Trust Types
Whether you manage a family trust, business trust, or testamentary trust, we have the expertise to support your specific needs.
✅ Confidential and Professional Service
We treat every trust engagement with the highest level of confidentiality, professionalism, and care from start to finish.
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Looking for trusted support from experienced chartered accountants in Pretoria?
Let us know which trust-related services you need assistance with — simply select all that apply:
