The Property Trust Deed is a crucial legal instrument in South African property and trust law, used when individuals or organizations wish to place property assets under trust administration. This document type is particularly relevant when seeking to protect and manage property assets for beneficiaries, facilitate succession planning, or achieve specific tax efficiency objectives. The deed must comply with the Trust Property Control Act 57 of 1988 and various other South African property and trust laws. It typically includes comprehensive provisions for trust administration, property management, trustee powers, beneficiary rights, and distribution rules. The Property Trust Deed serves as the governing document for the trust's entire lifecycle, from establishment through to potential termination, and must be registered with the Master of the High Court in South Africa.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identifies the Founder/Settlor, initial Trustees, and initial Beneficiaries
2. Background: Sets out the context and purpose for establishing the trust
3. Definitions: Defines key terms used throughout the deed
4. Formation of Trust: Establishes the trust and states its name, effective date, and registration details
5. Trust Objects: Details the primary purpose and objectives of the trust
6. Trust Property: Describes the initial property being placed in trust and provisions for additional property
7. Powers of Trustees: Comprehensive list of powers granted to trustees in managing trust property
8. Duties of Trustees: Outlines the responsibilities and obligations of trustees
9. Trustee Meetings and Decisions: Procedures for trustee meetings, voting, and decision-making
10. Rights of Beneficiaries: Defines the rights and entitlements of beneficiaries
11. Income and Capital Distribution: Rules governing the distribution of trust income and capital
12. Appointment and Removal of Trustees: Procedures for appointing new trustees and removing existing ones
13. Amendment of Trust Deed: Provisions for making changes to the trust deed
14. Termination of Trust: Circumstances and procedures for trust termination
15. General Provisions: Includes governing law, dispute resolution, and other standard clauses
1. Business Operations: Required when trust property includes business assets or commercial property
2. Environmental Obligations: Needed for properties with environmental responsibilities or risks
3. Development Rights: Include when the property has development potential or existing rights
4. Lease Provisions: Required when the trust property is or will be subject to lease agreements
5. Foreign Asset Provisions: Include when the trust may hold international property assets
6. Special Beneficiary Conditions: Used when there are specific conditions for certain beneficiaries
7. Property Management Guidelines: Include for specific property management requirements
8. Succession Planning: Optional detailed provisions for long-term succession planning
1. Schedule A - Trust Property: Detailed description of initial trust property including title deed information
2. Schedule B - Initial Trustees: Full details of initial trustees including contact information and ID numbers
3. Schedule C - Initial Beneficiaries: Complete list of initial beneficiaries and their vested rights
4. Schedule D - Distribution Rules: Detailed rules and formulas for income and capital distribution
5. Schedule E - Trustee Remuneration: Schedule of trustee fees and reimbursement policies
6. Appendix 1 - Property Valuation: Independent valuation of trust property at establishment
7. Appendix 2 - Property Documents: Copies of relevant property documents (title deeds, plans, etc.)
8. Appendix 3 - Acceptance of Trusteeship: Signed acceptance forms from initial trustees
Find the exact document you need
Trust Deed (Real Estate)
A South African legal document establishing a trust for holding and managing real estate assets, governed by the Trust Property Control Act and property legislation.
Download
Beneficiary Deed
A South African legal document that establishes and confirms a beneficiary's rights and obligations in relation to a trust or estate.
Download
House Trust Deed
A South African legal document establishing a trust for residential property management, defining trustee powers and beneficiary rights under local trust law.
Download
Declaration Of Trust Property
A South African legal document establishing a trust and detailing the transfer of assets to trustees for beneficiary management, governed by the Trust Property Control Act.
Download
Deed Of Sale Of Portion Of Land
A South African legal document facilitating the sale and transfer of a specified portion of land, incorporating necessary subdivision requirements and transfer conditions.
Download
Sale Deed Of Immovable Property
A legal document under South African law that records and effectuates the transfer of ownership of immovable property from seller to purchaser, complying with local property law requirements.
Download
Property Trust Deed
A South African legal document establishing a trust for property assets, defining trustee powers, beneficiary rights, and property management requirements under local trust law.
Download
Tenants In Common Deed
A South African legal document establishing property co-ownership rights and responsibilities under a tenants in common arrangement.
Download
Living Estate Deed
A South African legal document establishing a living trust for asset management and protection, defining trustee powers and beneficiary rights under local trust law.
Download
Joint Tenancy Deed
A South African legal document establishing co-ownership rights and responsibilities between joint tenants of a property.
Download
Deed Of Gift Money
A South African legal document that formalizes and evidences the irrevocable transfer of money from a donor to a recipient, complying with local donation and tax laws.
Download
Deed Of Gift For Land
A South African legal document used to transfer land ownership as a gift, complying with the Deeds Registries Act and requiring formal registration.
Download
Grant Deed
A South African legal document that transfers property ownership from a grantor to a grantee, requiring registration at the Deeds Office under South African property law.
Download
Deed Of Sale
A South African legal document that formalizes the sale and transfer of immovable property between parties, governed by South African property law.
Download
Declaration Of Trust Tenants In Common
A South African legal document establishing shared property ownership through a trust arrangement, defining individual ownership shares and management responsibilities under SA trust law.
Download
Sale Deed
A legally binding document under South African law that records and effectuates the transfer of immovable property ownership from seller to purchaser.
Download
Deed Of Sale For Lot
A South African legal document facilitating the sale and transfer of a plot of land between seller and purchaser, compliant with local property law.
Download
Deed Of Gift Property
A South African legal document facilitating the transfer of immovable property as a gift from a donor to a donee, compliant with the Deeds Registries Act.
Download
ұԾ’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; ұԾ’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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)