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Mumbi Trust Bookkeeping for 1 Year

Original price was: R4,000.00.Current price is: R1,500.00.

A well-run Trust is the key to building a legacy. Without the appropriate bookkeeping and accounting processes in place, your Trust could be declared a ‘sham’, or ‘bogus’ Trust that is not worth the paper the Trust Deed is written on!

It is therefore important to help you and your Trustees to keep a solid accounting record that supports your Legacy vision.

We will assist you in capturing all the bank statements, expenses incurred over the last 12 months and prepare the management accounts for the Trust.

In addition, we prepare a manual trial balance (TB) which can also accommodate other expenses paid on behalf of the trust such as third part payments, rates and revenue, cash , etc. This is a crucial service as the manual TB is able to capture entries that would otherwise not be picked in today’s automated and electronic systems.

We also send you formal/manual requests (requirement letters) on an annual basis on all required documents and information that is necessary for the bookkeeping service.

Based on this we are able to give further advice on your structure, plan, and how to stay tax-efficient within your Trusts.

Trust bookkeeping ends at the Trial Balance.

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