All Countries
Real Estate
Registered Trust Deed

Registered Trust Deed Template for South Africa

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Registered Trust Deed

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Registered Trust Deed

"I need a Registered Trust Deed for a family trust in South Africa, to be established by March 2025, that will manage our family's property portfolio and provide for education expenses of future generations, with three initial trustees including one independent trustee."

Celebrated by
Collaborations with
Investors
Document background
The Registered Trust Deed is a crucial legal instrument in South African trust law that formally establishes a trust arrangement. This document is essential when individuals or organizations wish to create a trust structure for various purposes, including estate planning, asset protection, charitable endeavors, or business operations. The deed must comply with the Trust Property Control Act and requires registration with the Master of the High Court. It typically includes comprehensive details about trust property, governance structure, trustee powers, beneficiary rights, and distribution mechanisms. The Registered Trust Deed serves as the founding document and primary reference point for all trust operations and decision-making throughout the trust's existence.
Suggested Sections

1. Parties: Identifies the Founder/Donor, initial Trustees, and initial Beneficiaries with their full details

2. Introduction/Background: Sets out the Founder's intention to create the trust and its purpose

3. Definitions and Interpretation: Defines key terms used in the deed and interpretation rules

4. Formation of Trust: Establishes the trust, states its name, and declares its irrevocability

5. Trust Property: Describes initial trust property/capital and provisions for additional contributions

6. Trust Object and Purpose: States the main objectives and purpose of the trust

7. Powers and Duties of Trustees: Comprehensive list of trustees' powers and duties in managing the trust

8. Appointment and Removal of Trustees: Procedures for appointing new trustees and circumstances for removal

9. Trustees' Meetings and Decisions: Rules for conducting meetings and making decisions

10. Rights and Obligations of Beneficiaries: Defines beneficiaries' rights to income/capital and related conditions

11. Trust Administration: General administrative provisions including financial management

12. Amendment of Trust Deed: Procedures and limitations for amending the trust deed

13. Termination of Trust: Circumstances and procedures for trust termination and asset distribution

Optional Sections

1. Charitable Purposes: Required for charitable trusts, detailing specific charitable objectives and activities

2. Business Operations: For business trusts, includes provisions for commercial activities and operations

3. Remuneration of Trustees: Included when trustees will be compensated for their services

4. Special Powers: Additional powers for specific circumstances or activities

5. Dispute Resolution: Detailed procedures for resolving disputes between trustees or beneficiaries

6. Investment Guidelines: Specific investment policies and restrictions

7. Foreign Assets: Special provisions for trusts holding overseas assets

8. Minor Beneficiaries: Special provisions for protecting and managing benefits for minors

Suggested Schedules

1. Schedule A - Initial Trust Property: Detailed list and description of initial trust assets

2. Schedule B - Initial Beneficiaries: Complete list of initial beneficiaries and their benefit entitlements

3. Schedule C - First Trustees: Details of first appointed trustees including contact information

4. Schedule D - Distribution Policy: Specific rules and formulas for income/capital distributions

5. Schedule E - Investment Policy: Detailed investment guidelines and restrictions

6. Schedule F - Administrative Procedures: Detailed administrative procedures and requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Trust
Trust Property
Founder
Trustees
Beneficiaries
Income Beneficiaries
Capital Beneficiaries
Trust Deed
Master
Trust Capital
Trust Income
Distribution Date
Financial Year
Independent Trustee
Principal Trust Property
Vesting Date
Vested Rights
Discretionary Rights
Trust Administration
Trust Object
Trust Purpose
Business Day
Applicable Laws
Termination Date
Trust Register
Resolution
Amendment
Majority Decision
Trust Instrument
Initial Contribution
Trust Account
Trust Documents
Trust Benefits
Distribution
Authorised Representative
Accounting Records
Special Resolution
Successor Trustee
Trust Expenses
Trust Distribution
Relevant Industries

Legal Services

Financial Services

Estate Planning

Wealth Management

Non-Profit/Charitable

Real Estate

Business Services

Education

Healthcare

Family Office Services

Relevant Teams

Legal

Compliance

Finance

Tax

Wealth Management

Trust Administration

Risk Management

Corporate Governance

Estate Planning

Fiduciary Services

Relevant Roles

Trust Attorney

Estate Planner

Wealth Manager

Tax Consultant

Trust Administrator

Legal Counsel

Compliance Officer

Financial Advisor

Trust Manager

Risk Manager

Company Secretary

Fiduciary Specialist

Estate Administrator

Trust Accountant

Industries
Trust Property Control Act 57 of 1988: The primary legislation governing trusts in South Africa, covering trust formation, registration, trustee duties, and Master's supervision
Income Tax Act 58 of 1962: Regulates taxation of trust income, distributions to beneficiaries, and associated tax obligations
Transfer Duty Act 40 of 1949: Governs transfer duty payable on property transactions involving trusts
Financial Intelligence Centre Act 38 of 2001: Ensures compliance with anti-money laundering regulations and reporting requirements for trusts
Administration of Estates Act 66 of 1965: Relevant for trust administration and interaction with the Master's Office
Value-Added Tax Act 89 of 1991: Applicable if the trust engages in VAT-able activities or transactions
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Deed Of Bare Trust

A South African legal document establishing a bare trust arrangement where trustees hold legal title to assets while beneficiaries maintain beneficial ownership and control.

find out more

Registered Trust Deed

A South African legal document establishing a trust arrangement, registered with the Master of the High Court, defining trustee powers and beneficiary rights.

find out more

Pension Scheme Trust Deed

A South African legal document establishing and governing a pension fund scheme, setting out rules for operations, contributions, benefits, and governance under local pension laws.

find out more

Deed Of Interest

A South African legal document that formally establishes interest payment terms and conditions between parties, governed by South African law and requiring formal registration.

find out more

Deed Of Amendment And Restatement

A South African law-governed formal document that amends an existing agreement and restates it in its entirety, creating a consolidated version of the modified agreement.

find out more

Deed Amendment

A South African legal document that modifies an existing deed, prepared by a conveyancer and registered at the Deeds Office.

find out more

Simple Declaration Of Trust Property

A South African legal document establishing a trust relationship where trustees manage assets for beneficiaries under the Trust Property Control Act.

find out more

Deed Of Appointment Trust

A South African legal document establishing trustee appointments and their powers in managing trust assets, governed by the Trust Property Control Act.

find out more

Deed Of Trust Note

A South African legal document establishing a trust arrangement, detailing trustee powers, beneficiary rights, and trust asset management under local trust law.

find out more

Quitclaim Deed From Trust To Individual

A South African legal document transferring property rights from a trust to an individual, without warranties of title, requiring registration with the Deeds Office.

find out more

Simple Deed Of Trust

A South African legal document establishing a trust relationship for asset management and beneficiary protection, governed by the Trust Property Control Act.

find out more

Deed Of Variation Trust Deed

A South African legal document that modifies an existing trust deed's terms, subject to the Trust Property Control Act and Master's approval.

find out more

Land Trust Deed

A South African legal document establishing a trust for holding and managing land property, governed by the Trust Property Control Act.

find out more

Declaration Of Trust Beneficial Interest

A South African legal document that establishes and confirms beneficial ownership rights in trust property, governed by South African trust law.

find out more

Commercial Deed Of Trust

A South African legal document establishing a commercial trust structure, defining trustee powers, beneficiary rights, and asset management procedures under local trust law.

find out more

Charity Trust Deed

A South African legal document establishing a charitable trust and defining its governance structure, charitable purposes, and operational framework under local trust laws.

find out more

Supplemental Deed

A South African legal document that amends or supplements an existing deed, requiring registration at the Deeds Office.

find out more

Community Trust Deed

A South African legal document establishing a trust for community benefit, governed by the Trust Property Control Act, defining its structure, governance, and beneficiaries.

find out more

Subordinate Deed Of Trust

A South African law-governed document establishing the subordination of security interests in a trust arrangement and defining creditors' priority rights.

find out more

Replacement Trust Deed

A South African legal document that replaces an existing trust deed with updated terms while maintaining the trust's essential structure and purpose.

find out more

Notarial Deed Of Trust

A notarially executed legal document establishing a trust in South Africa, setting out terms for asset management and beneficiary interests under South African law.

find out more

Living Trust Deed

A South African legal document establishing an inter vivos trust, defining its structure, management, and beneficiary arrangements under the Trust Property Control Act.

find out more

Flexible Trust Deed

A South African law-governed document establishing a flexible trust structure that defines trustee powers, beneficiary rights, and trust administration procedures.

find out more

Debt Trust Deed

A South African law-governed trust instrument establishing the framework for debt securities issuance and noteholder protection.

find out more

Construction Deed Of Trust

A South African legal document establishing a trust structure for managing construction projects, combining trust law with construction industry requirements and regulations.

find out more

Testamentary Trust Deed

A South African legal document that establishes a trust through a will, defining trust governance, beneficiary rights, and trustee duties under South African law.

find out more

Inter Vivos Deed

A South African legal document for transferring property or rights between living persons, governed by the Deeds Registries Act.

find out more

Revocable Deed Of Trust

A South African legal document establishing a modifiable trust arrangement that can be revoked by the founder, subject to local trust laws and regulations.

find out more

Life Trust Deed

A South African legal document establishing an inter-vivos trust, defining trustee powers, beneficiary rights, and trust asset management framework.

find out more

Master Trust Deed

A South African legal document establishing and governing the structure, purpose, and administration of a trust under local trust law.

find out more

Irrevocable Deed Of Gift

A South African legal document that enables the permanent and irrevocable transfer of property or assets from a donor to a donee without compensation.

find out more

Security Trust Deed

A South African law-governed document establishing a trust structure for managing security interests on behalf of secured creditors, defining trustee powers and security arrangements.

find out more

Family Trust Deed

A South African legal document establishing a family trust, defining its structure, beneficiaries, and governance under the Trust Property Control Act.

find out more

Deed Of Debt

A South African legal document that formally acknowledges and sets out the terms of a debt obligation between parties, providing a legally enforceable framework for debt repayment.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.