DCA Group I Fiduciary Tax Specialists

13/08/2026

⚖️ IMPORTANT DEVELOPMENT IN SOUTH AFRICAN TRUST LAW

The Department of Justice and Constitutional Development has published the Regulation of Trusts Bill, 2026 for public comment.

If enacted, the Bill will repeal and replace the Trust Property Control Act 57 of 1988 and introduce a substantially expanded regulatory framework for the creation, administration and governance of trusts in South Africa.

Among the important proposals are:

🔹 Mandatory annual returns to the Master
🔹 Expanded requirements for annual financial statements
🔹 Strengthened beneficial ownership reporting, including a proposed 10-day period for reporting changes
🔹 A statutory framework for the appointment of independent trustees
🔹 More detailed duties governing the investment of trust assets
🔹 Expanded record-keeping and governance requirements for trustees
🔹 Formal compliance notices and administrative fines
🔹 Expanded powers of oversight and investigation by the Master
🔹 New statutory requirements dealing with trustee resignation, trust amendments and termination
🔹 Continued emphasis on anti-money laundering and terrorist-financing risk within the trust sector

The Bill represents potentially one of the most significant reforms of South African trust law since the introduction of the Trust Property Control Act in 1988.

Importantly, this is currently a draft Bill published for public comment — it is not yet law.

Interested parties have until 11 September 2026 to submit comments to the Department.

At DCA Group, we are reviewing the Bill and its potential implications for trustees, beneficiaries, trust administrators and professional fiduciary practitioners.

We will share further insights on some of the most significant proposed changes over the coming weeks.

Trust governance is moving increasingly towards continuous compliance, transparency and demonstrable fiduciary oversight.



https://www.justice.gov.za/legislation/invitations/20260807-gg55166gon4088-RoT-Bill%202026.pdf

Dirk Coetzee Merwe Moelich

This link will take you to a page that’s not on LinkedIn

09/08/2026

05/08/2026

Is your business structure working as hard as your business?

One of the most overlooked strategic decisions in business is how ownership is structured.

Many businesses focus on growth, profitability and operations, but give far less attention to the legal and governance framework that protects those achievements over the long term.

A well-designed Trust → Holding Company → Operating Company structure can help create a stronger foundation by:

✔ Protecting family wealth from operational risk
✔ Creating clear succession pathways across generations
✔ Separating ownership from day-to-day management
✔ Improving governance and strategic decision-making
✔ Providing flexibility for future expansion, acquisitions and investors
✔ Supporting long-term estate and wealth planning

While every family and business is unique, the right structure can make a significant difference to how effectively wealth is protected, managed and transferred.

We’ve summarised 20 key advantages in the infographic below to provide a high-level overview of why this approach is widely used by successful family businesses and entrepreneurial groups.

At DCA Group, we believe that good structures don’t just protect today’s success—they create the platform for tomorrow’s opportunities.

📌 If you’re building a long-term business, it may be time to ask:

Is your current structure designed simply for trading… or for building a lasting legacy?

The appropriate structure depends on your individual circumstances and should always be implemented with professional legal, tax and fiduciary advice.

15/07/2026

We're Hiring! 📢

Join the DCA Group team as our Receptionist & Office Administrator!

If you're organised, professional, people-focused, and thrive in a fast-paced environment, we'd love to hear from you.

📍 Durbanville, Cape Town
🕒 Full-time position
📅 Applications close: 22 July 2026

📧 Send your CV and a short cover letter to [email protected]

10/07/2026

The Future of South Africa’s Trust Service Provider Sector Depends on Evidence, Not Assumptions

South Africa’s Trust Service Provider (TSP) and Company Service Provider (CSP) sector is entering one of the most significant regulatory periods in its history.

Alongside the current Risk and Compliance Return (RCR) submissions, the ongoing National Risk Assessment (NRA) process will help shape how our sector is viewed from an anti-money laundering and counter-terrorist financing perspective for years to come.

This is not simply a regulatory exercise.

It is an opportunity to ensure that the trust industry is assessed on objective evidence, reliable data and demonstrated controls, rather than on perceptions surrounding the misuse of trusts.

There is no doubt that trusts can be abused by criminals.

However, there is an equally important distinction between the potential misuse of a legal vehicle and the inherent risk presented by professional Trust Service Providers who operate within robust governance, F**A compliance and risk management frameworks.

Professional fiduciary practitioners, attorneys, accountants and trust administrators spend considerable time implementing:
• Risk-based client due diligence.
• Beneficial ownership verification.
• Ongoing monitoring.
• Record keeping.
• Suspicious and unusual transaction reporting.
• Independent compliance oversight.
• Staff training.
• Governance and internal controls.

These measures exist specifically to identify and mitigate risk.

As the NRA process progresses, it is essential that industry, regulators and professional bodies continue working together to strengthen both compliance and the evidence base that informs future policy decisions.

Strong regulation and a strong fiduciary profession are not opposing objectives—they reinforce one another.

For firms operating as accountable institutions, this is also an ideal time to critically review your Risk Management and Compliance Programme (RMCP), governance structures, documented controls and the quality of evidence supporting your compliance framework.

The organisations that will thrive in the years ahead will not necessarily be those doing the minimum required by legislation.

They will be those that can clearly demonstrate a mature compliance culture, effective governance and a genuine commitment to protecting the integrity of South Africa’s financial system.

The future of the fiduciary profession depends not only on compliance—but on demonstrating it.

**A

07/07/2026

DCA Group combines specialist tax expertise, estate administration support, accounting services and digital workflow platforms to help clients move from compliance to continuity.

Speak to our team
Email
[email protected]
Phone
(021) 975-2349
Location
30 Sondal Road, Durbanville, Cape Town, 7550

https://dcagrp.co.za/contact.html

Merwe Moelich Dirk Coetzee

06/07/2026

Watch DCA Group I Fiduciary Tax Specialists feature at the Sage Roadshow 🚀🤩

Sage Netcash


Dirk Coetzee Merwe Moelich

01/07/2026

🎉 We're live!

After months of planning, refining and building, we're excited to officially launch the brand-new DCA Group website!

Our new website has been designed to make it easier to learn about who we are, what we do, and how we help businesses, families and professionals navigate accounting, tax, fiduciary and advisory matters.

You'll also get a first look at Summit, our innovative estate tax management platform, with even more exciting developments—including Lifebridge—coming soon.

This launch is more than just a new website. It's another step in our commitment to combining trusted professional advice with innovative technology to deliver a better client experience.

We'd love for you to have a look and tell us what you think!

🌐 Visit us at www.dcagrp.co.za

Thank you to our amazing clients, professional partners and our dedicated team for being part of the DCA journey. We look forward to what comes next!

DCA Group is a specialist South African firm delivering integrated accounting, tax, fiduciary and continuity solutions for families, estates and businesses — powered by the Summit and Lifebridge platforms.

27/06/2026

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