FISA Regional meetings are held quarterly by FISA in the Eastern Cape, Central, Gauteng, Kwazulu-Natal, and Northern and Western Cape regions.
Click here for more information on regional meeting dates for this year.
FISA 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.
2024
- By Reece Whitfield at the Eastern Cape regional meeting held on 29 August 2024 – The tax implications of Cryptocurrency
- By Errol G. Meyer at the Eastern Cape regional meeting held on 29 August 2024 – Business financial planning
- By Chris Murphy at the Gauteng regional meeting held on 22 August 2024 – Deceased estate administration “Murphy not Meyerowitz”
- By SARS at the Gauteng regional meeting held on 22 August 2024 – GS Estates
- By Vicky Rodrigues at the Gauteng regional meeting held on 22 August 2024 – Estate administration from a Portuguese perspective
- By Dr Eben Nel at the Eastern Cape regional meeting held 20 June 2024 – Navigating the maze exploring complexities in international will drafting
- By Lauren Walker at the Eastern Cape regional meeting held 20 June 2024 – A Guide to distribution of inheritance to beneficiaries
- By Swasti Gungapursat (SARS) at the Gauteng regional meeting held 23 May 2024 – GS: Estates
- By Chanel Schoeman at the Gauteng regional meeting held on 23 May 2024 – Insight into SA estate planning for cross border beneficiaries
- By Errol Meyer at the Gauteng and KwaZulu-Natal regional meetings held on 14 and 19 March 2024 – Business Financial Planning
- 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
2023
- 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 meeting held February 2023 – The Trust Property Control Act Amendment
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
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 meeting 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 FISA 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
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
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
FISA Regional meeting minutes
Below are the minutes of the FISA regional meetings in these regions. Please visit the FISA events calendar and diarise the meetings coming up in your region – they are set for the year in advance and are important for CPD points
Western Cape
- Minutes of the Regional meeting held 25 August 2022
- Minutes of the Regional meeting held 26 May 2022
- Minutes of the Regional meeting held 17 February 2022
- Minutes of the Regional meeting held 25 November 2021
- Minutes of the Regional meeting held 25 August 2021
- Minutes of the Regional meeting held 27 May 2021
- Minutes of the Regional meeting held 25 February 2021
- Minutes of the Regional meeting held 26 November 2020