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1. Parties: Identifies the Founder/Settlor and initial Trustees
2. Background: Sets out the context and purpose for establishing the trust
3. Definitions: Defines key terms used throughout the trust deed
4. Name and Legal Status: Establishes the trust's name and its nature as a legal entity
5. Trust Object and Purpose: Clearly defines the primary purposes and objectives of the trust
6. Trust Property: Details the initial trust property/capital and how additional property may be added
7. Trustees: Outlines appointment, removal, resignation procedures, and powers of trustees
8. Trustee Meetings and Decisions: Procedures for trustee meetings, voting, and decision-making
9. Beneficiaries: Identifies beneficiaries and their rights, including income and capital beneficiaries
10. Distribution of Income and Capital: Rules governing how trust income and capital are to be distributed
11. Trust Administration: General administrative provisions including record-keeping and accounting
12. Amendment and Variation: Procedures for amending the trust deed
13. Termination: Circumstances and procedures for trust termination
14. Governing Law: Confirms South African law as governing law and jurisdiction
1. Business Provisions: Required if trust will conduct business activities - includes specific powers and limitations
2. Investment Powers: Detailed investment guidelines and restrictions - particularly relevant for investment trusts
3. Charitable Purposes: Required for charitable trusts - specifies charitable objectives and beneficiary selection criteria
4. Dispute ReΊμΠΣΦ±²₯: Alternative dispute reΊμΠΣΦ±²₯ procedures - recommended for family trusts
5. Protection Provisions: Special provisions protecting assets from creditors - relevant for asset protection trusts
6. Foreign Assets: Required if trust will hold overseas assets - addresses international management aspects
7. Special Powers: Additional powers granted to specific trustees or protectors - used in complex trust structures
1. Schedule A - Initial Trust Property: Detailed list and description of all initial trust assets
2. Schedule B - Trustee Details: Full details of initial trustees including contact information and identification
3. Schedule C - Beneficiary Details: Complete list of initial beneficiaries and their respective interests
4. Schedule D - Trustee Powers: Comprehensive list of specific powers granted to trustees
5. Schedule E - Administrative Provisions: Detailed administrative procedures and requirements
6. Appendix 1 - Acceptance of Trusteeship: Forms for trustees to formally accept their appointment
7. Appendix 2 - Deed of Adherence: Template for adding new trustees or beneficiaries
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