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.
Presentations at Regional Meetings held in 2024
By Phia van der Spuy at the Central Regional Meeting held 27 March 2024 – The independent trustee under the magnifying glass
By Oliver Phipps at the Gauteng Regional Meeting held 14 March 2024 – Offshore Estates
By SARS at the Gauteng Regional Meeting held 14 March 2024 – GS Estates and Additional information leaflet from SARS
By Errol Meyer at the Western Cape Regional Meeting held 7 March 2024 as well as the Gauteng meeting held on 14 March 2024 and the KwaZulu-Natal meeting on 19 March 2024 – Business Financial Planning
By Anton Neethling at the Western Cape Regional Meeting held 7 March 2024 – Recent amendments to the definition of spouse in the intestate succession act and the maintenance of surviving spouses act
Presentations at Regional Meetings held in 2023
By Eddie Therson at the Western Cape Regional Meeting held 23 November 2023 – Calculation of Spousal Maintenance Claims and Actuarial Maintenance Report – Deceased Estate – Sample
By Chanel Schoeman at the Gauteng Regional Meeting held 16 November 2023 – Changes in Tax Residency-Impact on Trust companies and estates from an SA perspective
By SARS at the Gauteng Regional Meeting held 16 November 2023 – GS: Estates
By Tim Powell at the Western Cape Regional Meeting held 7 September 2023 – Sable International and exchange control changes – implications for private individuals
By Munirah Osman at the KwaZulu-Natal Regional Meeting held 24 August 2023 – Impact of Marriage Bill 2022 on Estate Planning
By Standard Bank at the KwaZulu-Natal Regional Meeting held 24 August 2023 – Standard Bank Deceased Estates contact details
By Jan Jordaan at the Gauteng Regional Meeting held 17 August 2023 – Rights and Wrongs when drafting a WILL
By SARS at the Gauteng Regional Meeting held 17 August 2023 – GS: Estates
By Carol Lenzi at the KwaZulu-Natal Regional Meeting held 30 May 2023 – Section 37C Workshop
By SARS at the Gauteng Regional Meeting held 17 May 2023 – GS: Estates
By SARS at the Gauteng Regional Meeting held 17 May 2023 – Trust Practice Modernisation
By Phia van der Spuy at the Gauteng Regional Meeting held 17 May 2023 – Trust Service Providers Be Aware
By Phia van der Spuy at the Western Cape Regional Meeting held 7 March 2023 – N and Others v Maluleke N.O and Others (5983/2021) [2022] ZAGPPHC 911
By Louis van Vuren at the Western Cape Regional Meeting held 7 March 2023 – Changes to the Trust Property Control Act Regulation 910
By Dr Shamim Bodhanya at the KwaZulu-Natal Regional Meeting held 15 February 2023 – The Art of Getting out of the Way
By Judy Snyman at the Gauteng Regional Meeting held 9 February 2023 – Trusts – The Conduit Principle & CSARS v Thistle Trust
By Swasti Gungapursat of SARS at the Gauteng Regional Meeting held 9 February 2023 – SARS GS Estates and SARS – RCB Webinar
By Phia van der Spuy at the Gauteng and Northern Regional Meetings held February 2023 – The Trust Property Control Act Amendment
Presentations at Regional Meetings held in 2022
By Chamonie Buys at the Gauteng Regional Meeting held 3 November 2022 – Curator / Administrator Applications
By Swasti Gungapursat of SARS at the Gauteng Regional Meeting held 3 November 2022 – Estate Audit
By Lynne Pringle at the Western Cape Regional Meeting held 25 August 2022 – Mediation – Alternative Dispute Resolution
By Prof Bradley Smith at the Central Regional Meeting held 25 August 2022 – Trust assets and accrual claims at divorce
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
By Louis van Vuren at the Gauteng Regional Meeting held 11 August 2022 – Ante-nuptial contract – G v Min Home Affairs and Others
By Theunis Ehlers at the Northern Regional Meeting held 10 August 2022 – Developments in Offshore Structuring
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 legal remedies in Jersey
By Mosima Nkosi from SARS at the Gauteng Regional Meeting held 19 May 2022 – Estates
By Judy Snyman and Charlene Prinsloo at the Gauteng Regional Meeting held 19 May 2022 – Tax Efficient Investing for Trusts
By Madeleine Schubert at the Northern Regional Meeting held 18 May 2022 – Blacklists and Russians
By Johan de Vos at the Gauteng Regional Meeting held 24 February 2022 – Wills and Worldwide Beneficiaries
Presentations at Regional Meetings held in 2021
By Judy Snyman at the Gauteng Regional Meeting held 1 December 2021 – Cross-border Estate Planning
By Prof. Willie M van der Westhuizen at the Western Cape Regional Meeting held 25 November 2021 – How to exercise discretion after the recent Constitutional Court (Wilkinson & King) judgements
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
By Tim Powell at the Western Cape Regional Meeting held 27 May 2021 – Changes to Financial Emigration and SARB Circular 8 2021
By Hugo van Zyl at the Northern and Gauteng Regional Meetings held 12 and 13 May 2021 – Estate Planning for the dispersed family
By Phia van der Spuy at the Gauteng Regional Meeting held 13 May 2021 – Independent Trustees
By Abé Kempen and Tinus Nel of Focus Valuers at the Northern Regional Meeting held 17 February 2021 – Valuations
By Phia van der Spuy at the Gauteng Regional Meeting held 4 February 2021 – Trust deed – the “compass” of the trust
By Hugo van Zyl at the Gauteng Regional Meeting held 4 February 2021 – Loop Structures and Inward Investment into South Africa
Presentations at Regional Meetings held in 2020
By Johan Odendaal at the Western Cape Regional Meeting held 26 November 2020 – Offshore Trusts: Can you keep some control over your assets?
By Pierre van Jaarsveld at the Gauteng Regional Meeting held 29 October 2020 – Deceased estates questions and quirks
By Phia van der Spuy at the Gauteng Regional Meeting held 29 October 2020 – Trusteez
By Tanja Potgieter at the Northern Regional Meeting held 28 October 2020 – Fiduciary Responsibilities in respect of PBO
By Gert van den Berg at the Gauteng Regional Meeting held 26 August 2020 – Powers, Duties and Responsibilities of Trustees
By Nico Botha at the Gauteng Regional Meeting held 26 August 2020 – Termination of Trusts
By Jared Bartholomew at the Western Cape Regional Meeting held 13 February 2020 – Investor Presentation
By Theunis Ehlers at the Northern Regional Meeting held 12 February 2020 – Local and International Beneficiaries: Estate Planning Considerations
Presentations at Regional Meetings held in 2019
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
By M. Majdie Jardien on the Administration of Estates in Islamic Law – Estate Administration in Islamic Law
By Adv Eben Nel on EU Succession Regulation at the Eastern Cape regional meeting held 7 August 2019 – EU Succession Regulation
By Adv Gert van den Berg on Section 7C at the Northern regional meeting held 21 August 2019 – Income Tax: Section 7C
By Adv. Charles R van Staden of Hogan Lovells at the Central regional meeting held in August – Exchange Control
By Carl Muller at the Western Cape regional meeting held 23 May – Estate Planning Session 1 and Estate Planning – Session 2