The rights of trust beneficiaries
Tag: trusts
Accounting SA (ASA): Trust services – low-hanging fruit for the accountant?
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…
Accounting SA: 2023 in review and a 2024 preview for trusts
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…
Personal Finance – Do trustees receive the service they require?
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…
Moneyweb: Concerns about amendments to the Trust Property Control Act
Concerns about amendments to the Trust Property Control Act
iol: Lessons learned from the Jooste saga
trusts
Personal Finance: Donation as an option to move assets into a trust
Donation as a option to move assets into a trust
iol: How to protect your assets
How to protect your assets with a trust
iol.co.za – Assets and family outside SA
Estate planning for ssets and family outside SA
IOL: Tax on trust distributions
Can you end up paying tax on a trust distribution which you have not yet received?
Press release – FISA Chairperson’s Award 2020
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…
Business Report – Why a trust requires its own bank account
Phia van der Spuy writes on trusts for Business Report. Phia is a FISA member, FPSA® and founder of Trusteeze. Read the article here
iol.co.za: How wide is a trustee’s discretion?
How wide is a trustee’s discretion?
The first trust company in the world – 185 years on
The first trust company in the world – 185 years on
iol.co.za – Can a testamentary trust be amended?
Can a testamentary trust be amended?
Business Report – Make an effort to know the contents of your trust deed
Make an effort to know the contents of your trust deed
Saturday Independent: Beneficiaries cannot hire or fire trustees as they please
Trustees are legally vested with the administration of the trust assets and they must manage the assets and liabilities of the trust in terms of the provision of the trust…
FISA Heritage Project – The Association of Trust Companies
The Association of Trust Companies
FISA Heritage Project – the role of BoE
The role of BoE
Trusts & Estates Alert – Preparing for Incapacity
Families are sometimes confronted with the emotionally taxing and difficult problem of assisting a family member, who lacks capacity, with their affairs.
Court case on trustees’ power to delegate – Van Wyk v Daberas Adventures CC [2018] ZANCHC 31
Court case on trustees’ power to delegate
RSG: Discussion on trusts
A discussion on the latest developments in trusts
Landbouweekblad: ‘n Maatskappy? Ja, maar…
trusts
Podcast – RSG Geldsake met Moneyweb
Angelique Visser, Nasionale Raadslid van FISA en Direkteur van Baraza Wealth, gesels met Inge Lamprecht op RSG. Luister hieronder: Wat jy oor boedelbeplanning en trusts moet weet …