Trusts expert Phia van der Spuy unpacks four types of services that boards of trustees require; they should ask themselves which of the services their service providers provide, and obtain…
Phia van der Spuy looks back at the year that was for trusts.
Trusts and greylisting – when do trustees have to comply?
A permanent register to log the prescribed particulars of parties to trusts was introduced.
Phia van der Spuy writes in her regular Personal Finance column this week on the need for professional accountants, whether they act as accountants, advisers, and/or trustees of trusts, play…
Which beneficiaries to include as beneficial owners?
SARS and trusts compliance
Major compliance risks pile higher costs on trusts
Hierdie week in Rapport weerlê Nico van Gijsen ‘n paar halwe waarhede oor familietrusts, en die geskiktheid daarvan, al dan nie, as dit kom by spaar vir aftrede. Hy verduidelik…
Is the trust practitioner becoming the final verifier of trust compliance?
FISA has welcomed the guidance for trusts and company service providers published by the Financial Intelligence Centre (FIC), but it says grey areas remain in respect of the compliance obligations…
Personal Finance editor, Martin Hesse, reviews Phia van der Spuy’s seminal book on trusts in South Africa. Read here. Phia is a CA with a Masters degree in tax,…
Is the trust still serving a purpose?
Are you pulling your weight as a trustee?
Should trustees resign?
Wait before you accept your SARS auto assessment and before you submit any tax returns
In this article for the Independent group of newspapers, Phia van der Spuy unpacks the changes announced by SARS regarding the form and system changes applicable to trusts from 23…
The Chartered Governance Institute offers a webinar on wills and trusts.
The Supreme Court of Appeal (SCA) recently ruled on what powers of a majority of trustees have.
Phia van der Spuy takes a look at a recent court case where the Supreme Court of Appeals interpreted a trust in a certain way.
Louis van Vuren explains the various hurdles and challenges now faced by fiduciary practitioners to Tony van Niekerk, editor of Cover.