A discretionary trust is when the founder transfers ownership of assets or property to the trustees to be held for the benefit of trust beneficiaries.
Tag: trustee
Money Marketing: Duties of a trustee
Duties of a trustee
Landbouweekblad: Dink mooi voor jy trustee word
Nico van Gijsen skryf oor trustees in Landbouweekblad. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees hier.
Pension Funds Adjudicator determination
Determination by the Pension Funds Adjudicator (the PFA)
Sunday Times 3 July 2016: Trusts set to lose their allure?
Trusts set to lose their allure as a tax haven by BRENDAN PEACOCK TRUSTS may still offer certain benefits, but if the Davis tax committee has its way, registrations of…
Court case: Kidbrook vs Walton – removal of a trustee
Please see below the judgement in the High Court of SA (Western Cape Division) in the matter of Kidbrook vs Walton, relating to the removal of a trustee. KPMA -…
Personal Finance 2 March 2013: Budget comment on trusts
Angelique Visser, Chairperson of FISA, provided Personal Finance with some comment on the proposed taxation of discretionary trusts announced in the Budget. This article appeared in The Star, Cape Argus,…
Landbouweekblad 2 November 2012
Nico van Gijsen skryf vir Landbouweekblad oor trusts: Landbouweekblad 2 November 2012
Money Marketing column 31 Jan 2012: Trustee appointment
In the latest column for Money Marketing, Cheryl Howard, FISA Council Member and MD of Cheryl Howard & Associates, discusses the selection and appointment of trustees. Money Marketing column 31…
News: City Press 25 September 2011
Aaron Roup, Secretary of FISA, is quoted in this article about government ministers and trusts in City Press. City Press 25 Sept 2011
Fine Music Radio: Warwick Market Report 19 September 2011
Alfie Bester, FISA exco member and Fiduciary Specialist at Citadel, chatted to Lindsay Williams on FMR about a recent court case relating to the governance of trusts. Listen to the…
Landbouweekblad: Trusteeskap kan jou duur kos
Nico van Gijsen, lid van FISA en besturende direkteur van Finlac, skryf vir Landbouweekblad van 27 mei 2011. Lees onder. Landbouweekblad- 27 Mei 2011
Professional Accountant April 2011: The formalities of setting up a valid trust
Please read the below article by Trinette Burger, FISA member and fiduciary specialist at BoE Trust Limited, on the formalities of setting up a valid trust. The Professional Accountant is…
Landbouweekblad 27 Mei: Trusteeskap kan jou duur kos
Nico van Gijsen, FISA lid en besturende direkteur van Finlac, skryf vir Landbouweekblad. Lees onder. Landbouweekblad 27 Mei- Trusteeskap kan jou duur kos
Harris v Rees Section 6(1) Trust Pty Control Act and piercing of corporate veil
In 2009, in terms of a court order first respondent’s rights, title and interest in a claim he had on loan account for repayment of monies lent and advanced by…
Lupacchini NO & another v Minister of Safety & Security
This is the appeal from the Free State High Court, Bloemfontein, against the finding of Van der Merwe J (Van Zyl J and Claasen AJ concurring), sitting as a court…