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Home / Posts tagged “trustee”

Tag: trustee

Posted on Mar 8, 2023 Mar 9, 2023

Moneyweb: Proper protection for RAF and medical negligence awards

Written by
Aaron
Posted in
Estate Planning, Moneyweb Campaign, News, Trusts
Tagged
medical negligence, RAF, trustee

Proper protection for RAF and medical negligence awards

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Posted on Aug 22, 2022 Aug 24, 2022

Independent on Saturday: The wife as trustee of a family trust

Written by
Aaron
Posted in
News, Trusts
Tagged
trust, trustee

The wife as trustee of a family trust

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Posted on Jul 18, 2022

Personal Finance: Does a trustee have a right to resign?

Written by
Aaron
Posted in
News, Trusts
Tagged
trustee

Does a trustee have a right to resign?

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Posted on Feb 9, 2022

iol: A fine line between delegation and abdication of trustee responsibilities

Written by
Aaron
Posted in
News, Trusts
Tagged
trust, trustee

Trustee responsibilities

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Posted on Dec 4, 2019 Dec 8, 2019

Business Report – Ensure trustees can withhold benefits from beneficiaries

Written by
Aaron
Posted in
News, Trusts
Tagged
trust, trustee

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.

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Posted on Sep 14, 2018

Money Marketing: Duties of a trustee

Written by
Aaron
Posted in
News, Trusts
Tagged
trustee

Duties of a trustee

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Posted on Sep 13, 2017

Landbouweekblad: Dink mooi voor jy trustee word

Written by
Aaron
Posted in
News, Trusts
Tagged
trustee

Nico van Gijsen skryf oor trustees in Landbouweekblad. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees hier.      

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Posted on Aug 17, 2017 Aug 17, 2017

Pension Funds Adjudicator determination

Written by
Aaron
Posted in
Executors, News, Trusts
Tagged
executor, trustee

Determination by the Pension Funds Adjudicator (the PFA)

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Posted on Jul 6, 2016

Sunday Times 3 July 2016: Trusts set to lose their allure?

Written by
Lucy
Posted in
Beneficiary Funds, Estate Planning, News, Tax, Trusts
Tagged
trust, trustee

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…

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Posted on Apr 2, 2015

Court case: Kidbrook vs Walton – removal of a trustee

Written by
Lucy
Posted in
Court Cases, News, Trusts
Tagged
court case, power of trustees, 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 -…

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Posted on Mar 3, 2013

Personal Finance 2 March 2013: Budget comment on trusts

Written by
Lucy
Posted in
Estate Planning, Tax, Trusts
Tagged
beneficiary, Estate Planning, inheritance, Tax, trust, trustee

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,…

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Posted on Oct 29, 2012

Landbouweekblad 2 November 2012

Written by
Lucy
Posted in
News, Trusts
Tagged
beneficiary, power of trustees, trust, trustee, trustee duties

Nico van Gijsen skryf vir Landbouweekblad oor trusts: Landbouweekblad 2 November 2012

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Posted on Jan 31, 2012

Money Marketing column 31 Jan 2012: Trustee appointment

Written by
Lucy
Posted in
News
Tagged
power of trustees, role of trustee, trustee, trustee duties

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…

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Posted on Sep 28, 2011

News: City Press 25 September 2011

Written by
Lucy
Posted in
Estate Planning, News, Trusts
Tagged
Ministers, trust, trustee

Aaron Roup, Secretary of FISA, is quoted in this article about government ministers and trusts in City Press. City Press 25 Sept 2011

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Posted on Sep 27, 2011

Fine Music Radio: Warwick Market Report 19 September 2011

Written by
Lucy
Posted in
Court Cases, News, Questions and Answers, Trusts
Tagged
court case, power of trustees, professional trustee, trust, trustee, trustee duties

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…

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Posted on Jun 26, 2011

Landbouweekblad: Trusteeskap kan jou duur kos

Written by
Lucy
Posted in
Estate Planning, Estates, News, Trusts
Tagged
Estate Planning, trust, trustee, trustee duties

Nico van Gijsen, lid van FISA en besturende direkteur van Finlac, skryf vir Landbouweekblad van 27 mei 2011. Lees onder. Landbouweekblad- 27 Mei 2011

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