Professional insights on creating and managing trusts effectively.
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Trust expert Phia van der Spuy looks ahead at trust matters for 2025. READ MORE
The deadline to capture details about parties to existing trusts on the BO register has been extended to 30 November 2024. READ MORE
The Office of the Chief Master wants to remove the need to have terminated and dormant trusts’ information captured on the BO Register. READ MORE
Trustees moet spring, of boetes en tronkstraf kan volg. READ MORE
Trustee’s role in exiting the greylist in SA. READ MORE
Dealing with the abuse of trusts in a divorce. READ MORE
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