On occasion, presentations are given by fiduciary experts at the Fiduciary Institute for Southern Africa (FISA®) regional meetings held every quarter around the country. PDFs of each presentation’s slides can be downloaded here.
Presentation by Chamonie Buys of Tomlinson Mnguni James Attorneys at the Gauteng Regional Meeting held 3 November 2022
- Curator / Administrator Applications – Click here
Presentation by Swasti Gungapursat of SARS at the Gauteng Regional Meeting held 3 November 2022
- Estate Audit – Click here
Presentation by Lynne Pringle at the Western Cape Regional Meeting held 25 August 2022
- Mediation – Alternative Dispute Resolution – Click here
Presentation by Prof Bradley Smith at the Central Regional Meeting held 25 August 2022
- Trust assets and accrual claims at divorce – Click here
Presentation by Mariska Kuit & Delaney Janse van Rensburg at the Gauteng Regional Meeting held 11 August 2022
- Marriage, divorce and death amongst the indigenous people of South Africa and the legal consequences thereof – Click here
Presentation by Louis van Vuren at the Gauteng Regional Meeting held 11 August 2022
- Ante-nuptial contract – G v Min Home Affairs and Others – Click here
Presentation by Theunis Ehlers at the Northern Regional Meeting held 10 August 2022
- Developments in Offshore Structuring – Click here
Presentation by Henry Wickham (Counsel and Notary Public, Ogier, Jersey, LLP) at the Gauteng Regional Meeting held 18 May 2022
- Practical problems in trust administration and possible legal remedies in Jersey – Click here
Presentation by Mosima Nkosi from SARS at the Gauteng Regional Meeting held 19 May 2022
- Estates – Click here
Presentation by Judy Snyman and Charlene Prinsloo at the Gauteng Regional Meeting held 19 May 2022
- Tax Efficient Investing for Trusts – Click here
Presentation by Madeleine Schubert at the Northern Regional Meeting held 18 May 2022
- Blacklists and Russians – Click here
Presentation by Madeleine Schubert at the Northern Regional Meeting held 18 May 2022
- Blacklists and Russians – Click here
Presentation by Mariska Kuit and Delaney Janse van Rensburg at the Northern Regional Meeting held 18 May 2022
- Marriage, divorce and death amongst the indigenous people of South Africa and the legal consequences thereof – Click here
Presentation by Johan de Vos at the Gauteng Regional Meeting held 24 February 2022
- Wills and Worldwide Beneficiaries – Click here
Presentation by Judy Snyman at the Gauteng Regional Meeting held 1 December 2021
- Cross-border Estate Planning – Click here
Presentation by Prof. Willie M van der Westhuizen at the Western Cape Regional Meeting held 25 November 2021
- How to exercise a (any) discretion after the recent Constitutional Court (Wilkinson & King) judgements – Click here
Presentation by Dr Izelle du Plessis at the Western Cape Regional Meeting held 25 November 2021
- The POEM of a Trust for income tax purposes: an SA and comparative perspective – Click here
Presentation by Tim Powell at the Western Cape Regional Meeting held 27 May 2021
- Changes to Financial Emigration – Click here
- SARB circular 8 2021 – Click here
Presentation by Hugo van Zyl at the Northern and Gauteng Regional Meetings held 12 and 13 May 2021
- Estate Planning for the dispersed family – Click here
Presentation by Phia van der Spuy at the Gauteng Regional Meeting held 13 May 2021
- Independent Trustees – Click here
Presentation by Abé Kempen and Tinus Nel of Focus Valuers at the Northern Regional Meeting held 17 February 2021
- Valuations – Click here
Presentation by Phia van der Spuy at the Gauteng Regional Meeting held 4 February 2021
- Trust deed – the “compass” of the trust – Click here
Presentation by Hugo van Zyl at the Gauteng Regional Meeting held 4 February 2021
- Loop Structures and Inward Investment into South Africa – Click here
Presentation by Johan Odendaal at the Western Cape Regional Meeting held 26 November 2020
- Offshore Trusts: Can you keep some control over your assets? – Click here
Presentation by Pierre van Jaarsveld at the Gauteng Regional Meeting held 29 October 2020
- Deceased estates questions and quirks – Click here
Presentation by Phia van der Spuy at the Gauteng Regional Meeting held 29 October 2020
- Trusteez – Click here
Presentation by Tanja Potgieter at the Northern Regional Meeting held 28 October 2020
- Fiduciary Responsibilities in respect of PBO – Click here
Presentation by Gert van den Berg at the Gauteng Regional Meeting held 26 August 2020
- Powers, Duties and Responsibilities of Trustees – Click here
Presentation by Nico Botha at the Gauteng Regional Meeting held 26 August 2020
- Termination of Trusts – Click here
Presentation by Jared Bartholomew at the Western Cape Regional Meeting held 13 February 2020
- Investor Presentation – Click here
Presentation by Theunis Ehlers at the Northern Regional Meeting held 12 February 2020
- Local and International Beneficiaries: Estate Planning Considerations – Click here
Presentation by Prof. Marius de Waal at the Western Cape Regional Meeting held 22 August 2019
- Freedom of Testation in South African Succession Law: Current State and Future – Click here
Presentation by M. Majdie Jardien on the Administration of Estates in Islamic Law
- Estate Administration in Islamic Law – Click here
Presentation by Adv Eben Nel on EU Succession Regulation at the Eastern Cape regional meeting held 7 August 2019
- EU Succession Regulation – Click here
Presentation by Adv Gert van den Berg on Section 7C at the Northern regional meeting held 21 August 2019
- Income Tax: Section 7C – Click here
Presentation by Adv. Charles R van Staden of Hogan Lovells at the Central regional meeting held in August
- Exchange Control – Click here
Presentation by Carl Muller at the Western Cape regional meeting held 23 May