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iol: Trustee distributions to save tax – now what?

Phia van der Spuy writes about the formalities to be followed if trustees have made distributions to beneficiaries in order to save tax. Things are not so simple – beneficiaries need to have been informed, distributions need to have been made separately for the beneficiaries and proper records kept.

Read more here.

Phia is a FISA member, FPSA® and founder of Trusteeze.