Latest News for: Fiduciary africa

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Deceased estates and banks: frustrations abound

Independent online (SA) 29 Nov 2022
Ruan Jooste. Following the Fiduciary Institute of Southern Africa’s (Fisa’s) call on local banks to investigate their long lead time for releasing information to executors of deceased estates, and Personal Finance’s report on the matter, readers' letters have been pouring in ... Absa ... “Absa finally admitted that it was a duplication,” he said ... FNB.
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Trust lessons learned from the Jooste saga

Independent online (SA) 22 Nov 2022
The Steinhoff scandal has become a well-known topic in South Africa ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa, a Chartered Tax Adviser, a Trust and Estate Practitioner and the founder of Trusteeze, the provider of a digital trust solution.
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Get the trust’s tax right, especially with multiple trust structures

Independent online (SA) 16 Nov 2022
A trust is a unique taxable entity as it is a ‘taxpayer of last resort’ ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Trustees wrongly targeted in rush to avoid greylisting

Independent online (SA) 08 Nov 2022
... the fiduciary industry. An urgent submission by Fisa, the professional body representing fiduciary practitioners in South Africa, sought to provide clarity on various provisions of the bill, including the inclusion of trustees in the definition of “beneficial owner” of a trust.
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Hasty law amendments to avoid SA greylisting face serious pushback

Moneyweb 02 Nov 2022
Organisations such as the Fiduciary Institute of Southern Africa and DearSA have raised concerns about proposed changes to legislation ... .
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Do not assume your accountant is taking care of the trust’s administration

Independent online (SA) 14 Oct 2022
Does the trust exist and is the trust deed current?. 1 ... 2 ... 3 ... 4 ... 5 ... 1 ... 2 ... 3 ... 4 ... 5 ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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‘Real-time’ reporting to SARS on trusts? Yes, maybe

Independent online (SA) 16 Sep 2022
Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Trust to trust: The trust as taxpayer

Independent online (SA) 08 Sep 2022
The history ... The principle taxing section for trusts ... Do trusts pay provisional tax? ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Trust to Trust: The first trustee meeting

Independent online (SA) 24 Aug 2022
Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Can one distinguish between beneficiaries in a trust deed?

Independent online (SA) 08 Aug 2022
Only beneficiaries can benefit from a trust ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution. BUSINESS REPORT .
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Be mindful how beneficiaries are defined in the trust deed

Independent online (SA) 28 Jul 2022
This decision should fit into your estate plan and your family’s circumstances ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze, the provider of a digital trust solution.
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The trust founder’s, trustees and beneficiary’s will

Independent online (SA) 13 Jul 2022
*Phia van der Spuy is a Chartered Accountant with a masters’ degree in tax and a registered Fiduciary Practitioner of South Africa®; a chartered tax adviser, a trust and estate practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Are trusts still safe to use for BEE purposes?

Independent online (SA) 17 Jun 2022
In this article, the practice note is discussed in more detail.Beneficiary definition ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze, the provider of a digital trust solution.
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Can trustees do what they want with assets held in a company?

Independent online (SA) 18 May 2022
Such a view is wrong. Trust as shareholder ... Directors as managers ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Master Tax Practitioner (SA)™, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.
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Do you want to protect membership in a CC during your lifetime and thereafter?

Independent online (SA) 04 May 2022
These requirements were discussed in the previous article ... Conclusion ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Master Tax Practitioner (SA)™, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®, the provider of a digital trust solution.

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