Find a Trustee

Our Online Trust Administration Platform

At TWA, we have developed a sophisticated online platform that empowers trust service providers to generate new or amended trust deeds and last wills and testaments for their clients. Our platform is designed to ensure that all documents produced align with the clients' estate plans and meet the highest standards of legal compliance. With TWA, trust service providers can confidently offer their clients a reliable and efficient solution for managing their trust structures.

Key Features and Benefits
Our platform is meticulously designed to adhere to the Trust Property Control Act and other relevant South African legal requirements. By using TWA, trust service providers can ensure that the trust deeds and wills generated for their clients are fully compliant, minimizing the risk of legal complications and ensuring peace of mind.
TWA offers a unique and secure online document storage system, eliminating the need for physical paperwork and reducing the risk of data loss. Trust service providers can effortlessly store and access trust deeds, wills, and other related documents, enabling efficient record-keeping and easy retrieval whenever necessary.
Our platform provides comprehensive administrative tools that simplify the day-to-day management of trusts. From tracking trust assets and beneficiaries to monitoring trust performance and obligations, TWA offers a centralized hub for all trust-related activities, enhancing efficiency and productivity.
TWA integrates seamlessly with banking and accounting systems, facilitating streamlined financial management. Trust service providers can easily monitor trust bank accounts, track transactions, generate financial reports, and ensure accurate accounting and taxation processes, saving valuable time and resources.
TWA fosters improved collaboration between trust service providers and their clients. The platform enables secure communication, document sharing, and real-time updates, ensuring transparency and strengthening client relationships. Clients can actively participate in the trust administration process while maintaining data privacy and security.
The CRM module within the portal helps manage and maintain interactions with trust clients. It stores client information, tracks communication history, and provides tools for effective client relationship management.
Online meeting rooms enable trust administrators, trustees, and beneficiaries to conduct virtual meetings and collaborate remotely. These virtual spaces provide video conferencing capabilities, document sharing, and real-time communication tools. Online meeting rooms enhance communication and decision-making processes by enabling secure and convenient interactions among stakeholders.
SARS requires the reporting of tax-related information for trusts. An online trust administration portal integrates with SARS systems to facilitate efficient tax reporting. It allows administrators to submit tax returns, generate tax-related documents, and maintain compliance with tax regulations. The portal may include features like automated tax calculations, tax form generation, and secure data transmission to ensure accurate and timely reporting to SARS.
Trust rules parameters refer to the specific parameters and guidelines that govern the trust's operations and decision-making processes. These parameters may include distribution rules, investment guidelines, trustee responsibilities, and beneficiary rights. The online trust administration portal incorporates these rules and parameters, providing a framework for administrators to manage the trust effectively.