Regional Meeting Presentations

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


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


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


Presentation by Madeleine Schubert at the Northern Regional Meeting held 18 May 2022


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


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


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


Presentation by Abé Kempen and Tinus Nel of Focus Valuers at the Northern Regional Meeting held 17 February 2021


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


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


Presentation by Jared Bartholomew at the Western Cape Regional Meeting held 13 February 2020


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


Presentation by Adv Gert van den Berg on Section 7C at the Northern regional meeting held 21 August 2019


Presentation by Adv. Charles R van Staden of Hogan Lovells at the Central regional meeting held in August


Presentation by Carl Muller at the Western Cape regional meeting held 23 May