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Home / Questions and Answers

Category: Questions and Answers

Posted on November 16, 2015

Mail & Guardian: Fiduciary questions answered by FISA

Written by
Lucy
Posted in
Estate Planning, Estates, News, Questions and Answers, Tax, Trusts, Wills
Tagged
deceased estates, Estate Planning, trust, will

Ronel Williams, FISA Chairperson and Fiduciary Specialist at Nedbank Private Wealth, answered questions from the Mail & Guardian on how to prepare for death. M&G 13 November 2015

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Posted on May 7, 2015

Personal Finance magazine: Is this curator overcharging?

Written by
Lucy
Posted in
News, Questions and Answers
Tagged
curator

Kobus van Schalkwyk, FISA member and senior manager: legal at Standard Trust, answers a reader query in Personal Finance magazine. Personal Finance magazine April 2015

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Posted on July 28, 2014

City Press 27 July 2014: Am I included in a Will?

Written by
Lucy
Posted in
News, Questions and Answers, Wills

FISA responds to a City Press reader query about being included in a Will. Aaron Roup, FISA Secretary, and Angelique Visser, FISA Chairperson, provided the answers: City Press 27 July…

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Posted on November 5, 2013 August 27, 2020

Recognition of Customary Marriages in terms of Act 120 of 1998

Written by
Lucy
Posted in
Executors, News, Questions and Answers

Margaret Meyer, lecturer of the Masters’ Training: Justice College, compiled the below table summarising recognition of customary marriages. She has kindly given permission for this to appear on the FISA…

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Posted on November 17, 2011

SakeRapport 13 November 2011: Hoe kan getroudes hul deel van gesamentlike bates bemaak?

Written by
Lucy
Posted in
Estate Planning, News, Questions and Answers
Tagged
marital status, will

In hierdie artikel, Nico van Gijsen bespreek hoe getroudes hul deel van gesamentlike bates kan bemaak. Die skrywer is besturende direkteur van Finlac en n lid van FISA. Sake Rapport…

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Posted on September 27, 2011

Fine Music Radio: Warwick Market Report 19 September 2011

Written by
Lucy
Posted in
Court Cases, News, Questions and Answers, Trusts
Tagged
court case, power of trustees, professional trustee, trust, trustee, trustee duties

Alfie Bester, FISA exco member and Fiduciary Specialist at Citadel, chatted to Lindsay Williams on FMR about a recent court case relating to the governance of trusts. Listen to the…

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Posted on September 19, 2011

Sunday Times Money: Reader's query: 18 September 2011

Written by
Lucy
Posted in
Estate Planning, Estates, News, Questions and Answers, Wills
Tagged
Estate Planning, executor

Aaron Roup, Secretary of FISA and trust practitioner at BoE Private Clients, responded to a fiduciary question from a reader of Sunday Times Money, which was published on 18 September…

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Posted on June 6, 2011

M&G Smartmoney: 3 June 2011. Letters of Authority definition

Written by
Lucy
Posted in
Estates, News, Questions and Answers
Tagged
Estate Planning, letters of authority, master of the high court

Following below is a “jargon buster” written by Anne Klein, FISA member and Senior Manager: Private Clients, at Maitland. It appeared on the M&G website and the Smartmoney online newsletter.…

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Posted on May 27, 2011

SAFM 25 May 2011: Wills

Written by
Lucy
Posted in
News, Questions and Answers, Wills
Tagged
will, will lost

John Gibson, the Chairman of FISA and Regional Manager, ABSA Trust North, chatted to Nancy Richards on SAFM about wills. He answered questions from the public and explained FISA’s role.…

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Posted on November 29, 2010

Voluntary Disclosure Relief – update

Written by
Lucy
Posted in
Estate Planning, Questions and Answers, Tax, Trusts
Tagged
amnesty, disclosure, Estate Planning, Tax

Voluntary Disclosure Relief (‘VDP”)– Update 12 November 2010  The second round of relief for those deliberately falling outside the South African tax and or Exchange Control net is now in…

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Posted on October 27, 2010

Q&A: Personal Finance magazine Q4 letter on executorship

Written by
Lucy
Posted in
News, Questions and Answers, Wills
Tagged
executor, executorships

FISA Secretary Aaron Roup responds to a letter on executorship in the latest Personal Finance magazine. Read the pdf below. Personal Finance Q4 letter to the editor

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Posted on September 20, 2010

Information: Executorship

Written by
Lucy
Posted in
Estate Planning, Questions and Answers
Tagged
Estate Planning, executor, letters of authority, master of the high court

FISA deputy chairman David Knott wrote the article below on the administration of a deceased estate. The administration of a deceased estate Upon the death of a person, all of…

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Posted on March 4, 2010

Original will lost

Written by
Aaron
Posted in
Questions and Answers, Wills
Tagged
copy of will, intestate, intestate law, master, will, will lost

Question: I would like to know what to do if the original will cannot be found and you only have a certified copy and the will is being contested by…

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Posted on March 4, 2010

How does the Guardians Fund operate?

Written by
Aaron
Posted in
Questions and Answers
Tagged
guardians fund, inheritance, minors, unclaimed benefits
Comments
1 Comment

Questions: 1.   Could you please explain the various circumstances in which an inheritance would end up in the Guardians Fund. 2.  What is the rand value of unclaimed benefits held…

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Posted on March 4, 2010

Wills held at Master's office

Written by
Aaron
Posted in
Questions and Answers, Wills
Tagged
will

Question: I refer to your article in the 11 Feb 2010 edition of Finweek. You mention that fewer than 5m wills are registered with the Master’s office – are you…

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