Trust Administration
Trust Administration for Beneficiaries of Disability Awards
A digitally integrated trust administration and case management solution, delivered in partnership with Rodel Fiduciary. One connected service model bringing together fiduciary oversight, independent financial management, medical case coordination, legal support, and real-time digital accessibility.
Specialist Disability Trusts
A specialist trust solution for disability awards
Disability awards often require far more than standard trust administration. Beneficiaries may have complex medical, therapeutic, financial, legal, and daily care requirements that need to be managed carefully over time.
FundaTrust specialises in disability trusts and supports beneficiaries whose circumstances may include conditions or injuries such as:
Our Fiduciary Duty
At the core of our fiduciary duty is the responsibility to manage every trust in line with best practice, preserve the future of the beneficiary through independent financial management, and provide meaningful support through a specialised medico-legal case management system.
What We Do
A fully integrated trust & beneficiary management service
Five connected service areas, combining fiduciary expertise, financial independence, medical case coordination, digital transparency, and legal support.
Trust Administration
Independent, educated trust administrators.
FundaTrust provides trust administration through independent, educated trust administrators who understand the specialised requirements of disability-related trusts. Our services are delivered in accordance with best-practice rules and the prescripts of the Master of the High Court.
Unlike standard models that focus only on basic regulatory requirements, FundaTrust administrators are trained to support beneficiaries with complex disability, medical, and care-related needs, ensuring trusts are not only compliant, but actively managed in a way that supports long-term wellbeing.
Financial Management
Bespoke, independent, protected.
FundaTrust works with independent financial service providers to support bespoke financial management for each beneficiary. Through Rodel Fiduciary, suitably qualified third-party providers are appointed to perform certain financial services relating to the investment and administration of trust funds.
Rather than relying on a single financial product or one-size-fits-all model, FundaTrust supports tailored solutions designed around:
Case Management
Coordinated medical, therapeutic, and care support.
FundaTrust supports beneficiaries through dedicated case management, helping coordinate care, treatment, therapy, equipment, and related support needs. A dedicated medical case manager (typically an occupational therapist) assists in assessing and managing the beneficiary's needs.
Needs are reviewed annually in advance, with consideration given to:
Digital Accessibility
Live, interactive, transparent.
FundaTrust brings fiduciary care into the digital realm through a live, interactive digital application. The platform connects all relevant parties in real time, helping ensure transparent communication, accurate record keeping, and shared access to important documents and updates.
Through this digital application, the three core functionaries: administration, financial management, and case management, remain fully informed of ongoing developments. The result: faster decision-making, improved service quality, stronger oversight, and a more transparent experience for all stakeholders.
Legal Support
From legal award to trust protection.
FundaTrust provides support services to attorneys and their clients from the moment the need to protect funds is identified. This includes assisting with the transition from legal award to trust protection, helping ensure that disability-related funds are managed responsibly and in the best interests of the beneficiary.
More Than Conventional
What Makes FundaTrust Different?
FundaTrust integrates every major function involved in the management of legal disability awards on behalf of incapacitated patients, from fiduciary administration and independent financial management to case coordination, legal support, and digital access.
By combining professional fiduciary management with a live digital platform, FundaTrust delivers a comprehensive, transparent, and responsive management system for beneficiaries and the people responsible for supporting them.
Partnership
In partnership with Rodel Fiduciary
FundaTrust is delivered in partnership with Rodel Fiduciary, a trusted fiduciary partner that supports the administration and oversight of disability trusts. Through this partnership, we extend the depth of our trust administration capability and uphold the highest standards of fiduciary practice.
Visit Rodel Fiduciary
Stay Informed
Events & Updates
Upcoming Events
Webinar
Understanding Your Trust: A Guide for Beneficiaries
Thursday, 12 June 2026
10:00 – 11:30
Online (Zoom)
An introductory session for new trust beneficiaries and their families. Our team will walk through trust administration, how funds are accessed, and what to expect at each stage.
Announcements
May 2026
New Beneficiary Portal: Coming Soon
FundaTrust is launching a dedicated online portal allowing beneficiaries and their legal representatives to track trust balances, request funds, and access statements in real time.
April 2026
Annual Trust Statements Distributed
Annual trust statements for the 2025/2026 financial year have been distributed to all active beneficiaries. Contact us if you have not received yours.
Beneficiary Resources
Contact us to request specific documents.
We’d love to hear from you
CONTACT US
Find Us Here
gauteng
428 Janadel Avenue Halfway
Gardens, Midrand, 1684
kwazulu-natal
59 Meridian Dr, Prestondale,
Umhlanga, 4001
WESTERN CAPE
67 Milnerton Dr, Milnerton
Ridge, Cape Town, 7441
Trading Hours
Mon – Fri: 8am – 5pm
Public Holidays: Closed