Trusts
Professional insights on creating and managing trusts effectively.
Categories:
Complexities and implications of the cessation of tax residency by trustees and beneficiaries of South African trusts. READ MORE
The importance of valid trustee resolutions. READ MORE
Trustees checklist for voluntary disclosure of non-compliance to SARS. READ MORE
Phia van der Spuy explains some detail about the new trust IT3(t) form. READ MORE
Assets in a rich, generational wealth transfer trust are worth protecting. READ MORE
Trustees should acquaint themselves with all the tax consequences that could be triggered when making trust distributions. READ MORE
Shaping the future of financial planning in SA READ MORE
Can someone ‘stand in’ for you as trustee? READ MORE
The rights of trust beneficiaries READ MORE
Trustee insurance – what is covered? READ MORE
Family trustees risk being left exposed READ MORE
It is imperative that independent trustees now charge therefore for their services and that clients appreciate the reasons. READ MORE
In Accounting SA, trusts expert Phia van der Spuy looks afresh at the role played by accountants in respect of trusts and what the increasing compliance demands require. She points out that accountants already have an existing relationship with the client and that there could be opportunity to expand the… READ MORE
Angélique Krügel bepaal of u ‘n testamentêre trust of ‘n ander finansiële produk soos ‘n uittree-annuïteit sou gebruik as u na u geliefdes wil omsien wanneer u sterf. Ongeag, maak seker dat jy professionele fidusiêre advies kry. READ MORE
FISA features in a Moneyweb campaign this week, with two articles and a podcast. Read more. READ MORE
A SARS workshop was held recently titled “Trusts and tax compliance”. She goes through the various points raised as a useful summary for trustees. READ MORE