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Tag: beneficiary
Court Case: Frederick Lodewicus van der Merwe v Danielz NO & Finlac Trust NO
Frederick Lodewicus van der Merwe v Danielz NO & Finlac Trust NO Die saak verskaf duidelikheid ten opsigte van die betekenis van die woord erfgenaam soos gebruik in die Boedelwet.…
Personal Finance 2 March 2013: Budget comment on trusts
Angelique Visser, Chairperson of FISA, provided Personal Finance with some comment on the proposed taxation of discretionary trusts announced in the Budget. This article appeared in The Star, Cape Argus,…
Landbouweekblad 2 November 2012
Nico van Gijsen skryf vir Landbouweekblad oor trusts: Landbouweekblad 2 November 2012
Court case: Potgieter vs Potgieter – variation of a trust without consent of beneficiaries
Read the below court case. Potgieter v Potgieter variation trust without consent beneficiaries
Court case: Predecease of beneficiary nominated for policy
Read the below court case in the matter of Mkhabela v PPS Insurance Company Ltd & others, relating to predecease of a beneficiary nominated for a policy. Mkhabela v PPS…
Court case: Variation of trust without beneficiaries' consent
Read the below decision Potgieter & another v Potgieter NO & others by the SCA relating to variation of a trust without the beneficiaries’ consent. Potgieter & another v Potgieter…
Estate Planning Essentials: Executors and conflicts of interest. June 2011
Press release: FISA comments on the Guardian's Fund
FISA issued the following press release on 11 October 2010, following Justice Minister Jeff Radebe’s announcement about R80 million fraud in the Guardian’s Fund. FISA calls for…
Forfeiture by beneficiary who conspires to assault
The article discusses the right of a beneficiary to inherit if he conspired to do grievious bodily harm. Click on the link below to access the article. Forfeiture by beneficiary…
The need for a professional trustee
By Aaron Roup and David Knott, Fiduciary Institute of South Africa Over the past number of years, the fiduciary industry in South Africa has undergone serious change. Legislation has been…