trusts
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The rights of trust beneficiaries READ MORE
In Accounting SA, trusts expert Phia van der Spuy looks afresh at the role played by accountants in respect of trusts and what the increasing compliance demands require. She points out that accountants already have an existing relationship with the client and that there could be opportunity to expand the… READ MORE
Accounting SA magazine runs an overview by Phia van der Spuy of the legislative and regulatory landscape for trusts – how it changed in 2023 and what lies ahead for 2024. What should practitioners know to equip themselves? READ MORE
Trusts expert Phia van der Spuy unpacks four types of services that boards of trustees require; they should ask themselves which of the services their service providers provide, and obtain the required services their service providers fall short of. The four types of services are: READ MORE
Concerns about amendments to the Trust Property Control Act READ MORE
trusts READ MORE
Donation as a option to move assets into a trust READ MORE
How to protect your assets with a trust READ MORE
Estate planning for ssets and family outside SA READ MORE
Can you end up paying tax on a trust distribution which you have not yet received? READ MORE
At the 10th Annual FISA Conference held at the Sandton Convention Centre on 12 November, the annual FISA Chairperson’s Award was presented to Phia van der Spuy, in recognition of her significant and major contribution in educating and guiding consumers and trust practitioners about trusts and estate planning. READ MORE
Phia van der Spuy writes on trusts for Business Report. Phia is a FISA member, FPSA® and founder of Trusteeze. Read the article here READ MORE
How wide is a trustee’s discretion? READ MORE
The first trust company in the world – 185 years on READ MORE
Can a testamentary trust be amended? READ MORE
Make an effort to know the contents of your trust deed READ MORE