Fiduciary & Secretarial Services

Balmon Group manages governance and statutory administration for companies and trusts. This includes company and trust formations, CIPC submissions, annual returns, XBRL and compliance checklists, and amendments to registered details such as directors, members, trustees, and addresses. We maintain statutory registers and share records, and we support trust governance through resolutions and trust deed updates. The objective is consistent compliance and well-maintained statutory records.

Offerings

Structured governance and statutory compliance for companies and trusts.

We manage entity formations and related registrations to ensure structures are created correctly and registered efficiently. This includes coordination of required details and supporting documents.

Registration of companies and trusts, including supporting governance documentation

Company name reservations and setup administration

Coordination of related registrations where required (including tax registrations via the tax team)

Ongoing compliance requires accurate maintenance of registered details and timely submissions. Balmon Group handles recurring submissions and statutory changes.

Submission of annual returns to the CIPC

Submission of XBRL returns and CIPC compliance checklists where applicable

Changes to directors, members, trustees, registered address, and year end details

We maintain core statutory records and manage share administration so ownership records are accurate and properly documented.

Maintenance of share registers and share certificates, including share issues

Safekeeping of statutory documentation and registers

Administration support for entity recordkeeping requirements

Where trusts require independent trustees, we provide fiduciary support and ongoing governance assistance. We also assist with the administration required to keep trust records current.

Appointment as independent trustee and fulfilment of trustee responsibilities

Trust deed revisions and governance updates

Trust-related amendments with the Master of the High Court where applicable

Clear governance documentation supports compliance, banking requirements, and decision-making. We prepare the core documents required to evidence decisions properly.

Preparation of company and trust resolutions

Support for conversions of close corporations to companies where required

Adoption of MOIs and related governance documentation updates

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Speak to our team about how Balmon Group can support you with professional accounting, tax, audit and advisory services.