Boedelbeplanning meer as net ‘n polis
Category: News
Personal Finance: Can the independent trustee still provide free services?
It is imperative that independent trustees now charge therefore for their services and that clients appreciate the reasons.
Accounting SA (ASA): Trust services – low-hanging fruit for the accountant?
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…
Rapport: Spaar vir jou kind se studie – en bespaar só
Moet ‘n mens ‘n lening aangaan of eerder spaar? Nico meen lenings is allermins die oplossing om voorsiening te maak. As jy eerder wil spaar, dan kan jy dit by…
FISA on Moneyweb
FISA features in a Moneyweb campaign this week, with two articles and a podcast. Read more.
iol Personal Finance: SARS webinar report-back
A SARS workshop was held recently titled “Trusts and tax compliance”. She goes through the various points raised as a useful summary for trustees.
Rapport: Die voor-en nadele van spaarpolisse
In hierdie week se uitgawe van Rapport, kyk Nico van Gijsen na spaarpolisse – die voor- and nadele daarvan. Hy som die bespreking op deur na ‘n paar belangrike punte…
SARS final PAYE Business Requirements Specification (BRS)
FISA received the following communication from the South African Revenue Service: Dear Valued Stakeholders Kindly find attached the finalised PAYE External BRS for the 2025 tax year. For easy perusal…
Executor wanted
A firm of attorneys is looking for a FISA member to replace an executor who resigned due to a conflict of interest. Read more.
FISA 2024 annual general meeting – save the date
The FISA 2024 annual general meeting (AGM) will be held in Sandton on 17 April 2024. Read more.
Moneyweb: The useful role of life policies in estate planning
How life policies can be used in estate planning, for example especially when it comes to liquidity needs in a deceased estate.
Moneyweb: The unintended consequences of dying intestate
Dying without a will means that your assets will be distributed by the state in a one-size-fits-all manner. The Intestate Succession Act rules are very specific and may have some…
Aaron Roup to resign as FISA secretary
After being involved in FISA and its predecessor, the ATCSA, since 1998 Aaron Roup will vacate his position as FISA secretary. Read more.
Moneyweb: That sneaky tax on death
FISA CEO Louis van Vuren talked to Amanda Visser about the use of fiscal drag to increase tax revenue. Essentially this means that that state has not provided inflationary relief…
SARS tax directives on involuntary transfers before retirement
The South African Revenue Service (SARS) issued a communication about tax directives relating to involuntary transfers between retirement funds before retirement. Read more.
Article by the FIC on TCSPs compliance duties under FICA
The Financial Intelligence Centre (FIC) published an article on compliance duties of trust and company service providers. Read more.
Only 16 days left for early bird discount
Membership fees for 2024 must reflect in FISA’s bank account by 31 March to qualify for the early bird discount. Read more.
Money Marketing: The fundamental duty of the fiduciary practitioner
In this article in Money Marketing, FISA National Chairperson, Dr Eben Nel, sets forth the fundamental duty of the fiduciary practitioner.
iol: What exactly is trust administration?
In this trust column, Phia van der Spuy sets out what is involved in trust administration. This can be an onorous task with many complexities and is best undertaken by…
Rapport: Jongmense – dÍt is hoe ‘n finansiële plan lyk
In hierdie week se Rapport kyk Nico van Gijsen na finansiële beplanning for jongmense. Het baie terugvoer ontvang van verlede week se rubriek oor belegging vir jongmense. Nou trek hy…
FISA Eastern Cape Election Meeting
An election meeting to elect a new Eastern Cape Regional Committee of FISA will be held on 20 March 2024.
Court case on interpretation of a will – Strauss v Strauss and Others
The Johannesburg High Court was called upon to consider the proper interpretation of “… an inelegant and very badly drafted …” will.
In memoriam: Lulu Kritzinger
FISA member Marie-Louise (Lulu) Kritzinger passed away in October 2023.
ABSA deceased bank accounts escalation matrix
The process to escalate matters regarding the ABSA bank accounts of deceased persons has been amended.