Latest News for: Fiduciary africa

Edit

How easy is it to have a trustee removed?

Independent online (SA) 22 Nov 2021
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 and the founder of Trusteeze, the provider of a digital trust solution.
Edit

Trust-to-Trust: Can trustees rely on the ‘majority rule’ to make decisions?

Independent online (SA) 17 Nov 2021
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.
Edit

Trust-to-Trust: Is a trust an option to ring fence a maintenance obligation upon divorce?

Independent online (SA) 04 Nov 2021
A trust has various uses ... An inter vivos trust ... Beneficiaries ... Legal precedent ... 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.
Edit

Massive backlog at Master's offices causing major delays for estates and trusts

Independent online (SA) 21 Oct 2021
The Fiduciary Institute of Southern Africa (Fisa) reports that there have been some recent positive developments, but the situation is still serious ... been restored, albeit on a sporadic basis, and has been accessed by some fiduciary practitioners, according to a release by Fisa.
Edit

Trust-to-Trust: Be careful if you distinguish between trust beneficiaries

Independent online (SA) 20 Oct 2021
Phia van der Spuy is a Chartered Accountant with a Master’s 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.
Edit

Technology has revolutionised banking, placing you in the driver’s seat of your financial life

Independent online (SA) 20 Oct 2021
whatever those may be ... The bank you choose should meet your needs ... “The insatiable appetite for banking apps in South Africa and across other regions of the continent has accelerated,” notes Schalk Kotze ... Standard Bank is recognised as the best bank for wealth services in Africa; we support your estate, retirement planning and fiduciary needs ... .
Edit

Is your independent trustee a ’super’ trustee?

Independent online (SA) 18 Oct 2021
A fiduciary ... 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 and the founder of Trusteeze, the provider of a digital trust solution.
Edit

Do you want to bequeath your assets to an existing trust upon your death?

Independent online (SA) 06 Oct 2021
Such loans typically originate from the sale of assets to 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 Master Tax Practitioner (SA), a Trust and Estate Practitioner (TEP) and the founder of Trusteeze, the provider of a digital trust solution.
Edit

Providing for minor children in your will

Independent online (SA) 01 Oct 2021
In South Africa, minor children (those under the age of 18) cannot inherit money or assets left to them in a will ... Phia van der Spuy, a Fiduciary Practitioner of South Africa and the founder of Trusteeze, a professional trust practice, says the transfer of assets to the Guardian’s Fund is something most parents would want to avoid ... PERSONAL FINANCE .
Edit

Trust-to-trust: Can you still reduce your loans to trusts with tax-free donations?

Independent online (SA) 22 Sep 2021
However, you cannot accumulate this exemption ... Phia van der Spuy is a chartered accountant with a Master’s 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 ... BUSINESS REPORT .
Edit

Why beneficiaries and trustees should have valid wills

Independent online (SA) 13 Sep 2021
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 and the founder of Trusteeze, the provider of a digital trust solution.
Edit

Thy will be done … preferably by a suitable professional

Independent online (SA) 13 Sep 2021
WORDS ON WEALTH ... I love the Afrikaans word for estate. “boedel” ... Why? ... Next week, from Monday September 13 to Friday September 17, is National Wills Week, an annual initiative by the Law Society of South Africa. If you have a relatively simple estate, law practices and fiduciary firms participating in Wills Week will draw up your will free of charge.
Edit

Trust-to-Trust: Preference share and trust structure loophole closed by Sars

Independent online (SA) 08 Sep 2021
It therefore captures existing preference share structures as well ... Phia van der Spuy is a chartered accountant with a Master’s 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.
Edit

Trust-to-Trust: Is the trust at risk if the founder did not make the initial donation?

Independent online (SA) 27 Aug 2021
The founder has to relinquish control over the assets ... Phia van der Spuy is a chartered accountant with a Master’s 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.
Edit

Can trustees delegate their authority?

Independent online (SA) 17 Aug 2021
ALL ABOUT TRUSTS. ... Here’s a closer look at what our law allows. Alternate trustee ... Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and is a registered Fiduciary Practitioner of South Africa, a Master Tax Practitioner (SA), a Trust and Estate Practitioner and the founder of Trusteeze, the provider of a digital trust solution.
×