Latest News for: Fiduciary africa

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Trust-worthy: The years in review and ahead for trusts

Independent online (SA) 30 Nov 2023
* Phia van der Spuy is a chartered accountant with a Master’s 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, a digital trust solution.
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Trust-worthy: Is a once-off Beneficial Ownership Register sufficient?

Independent online (SA) 10 Nov 2023
* Phia van der Spuy is a chartered accountant with a Master’s 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, a digital trust solution.
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The Native American Market, local caffeine and the Israel-Hamas was in letter to the editor

Eugine Weekly 09 Nov 2023
2) ... Eugene ... In the 1980s, PERS divested from apartheid South Africa. Now if only I can help the Oregon Investment Council, the appointed fiduciaries deciding OPERF investments, to understand that the Israeli occupation is apartheid against Palestinians.
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Trust-worthy: Trusts and greylisting; when do trustees have to comply?

Independent online (SA) 02 Nov 2023
* Phia van der Spuy is a chartered accountant with a Master’s 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, a digital trust solution.
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Mayoral candidate Kaarin Knudson and the war in Gaza are on readers’ minds this week

Eugine Weekly 02 Nov 2023
Email. HP ... In the ’80s, PERS divested from apartheid South Africa. Now if only I can help the Oregon Investment Council, the appointed fiduciaries deciding OPERF investments, to understand that the Israeli occupation is apartheid against Palestinians.
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Listen: Risk management in an investment setting. And context is everything!

Independent online (SA) 24 Oct 2023
He also recently presented at the Fiduciary Institute of Southern Africa (or Fisa for short) annual conference on the foundations of Investment success. He said and I quote. 'Returns follow risk. Full Stop." ... .
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Trust-to-Trust: Advisers and accountants cannot look the other way

Independent online (SA) 12 Oct 2023
* 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 ...
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Makwana’s resignation as chair of Eskom leaves big shoes to fill

Independent online (SA) 11 Oct 2023
There are widespread suggestions that the current remaining board members of Eskom should follow suit and resign if they have any sense of commitment to fiduciary duty and level of integrity.
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Trust to Trust: Is the tax practitioner becoming the final verifier of trust compliance?

Independent online (SA) 08 Sep 2023
* Van der Spuy is a chartered accountant with a Master’s degree in tax and a registered fiduciary practitioner of South Africa, a chartered tax adviser, a trust and estate practitioner and the founder ...
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Book Review: Demystifying Trusts in South Africa

Independent online (SA) 29 Aug 2023
... trusts in South Africa ... A member of the Fiduciary Institute of Southern Africa, she is a registered Trust and Estate Practitioner, Fiduciary Practitioner of Southern Africa and Master Tax Practitioner.
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Estate Planning

Mail Guardian South Africa 25 Aug 2023
According to Chief Executive of the Fiduciary Institute of Southern Africa (FISA) Louis van Vuren, drafting a legally valid will is the end result of your estate plan, not the beginning.
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Trust to Trust: Is the trust still serving a purpose?

Independent online (SA) 18 Aug 2023
* 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 ...
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TRUST TO TRUST: Should I resign as trustee, given the new onerous measures?

Independent online (SA) 21 Jul 2023
Therefore, since 1988, neither the founder nor the other trustees can refuse a trustee’s resignation ... * Van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa ... PERSONAL FINANCE .
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Trust-worthy: Wait before you accept your Sars auto-assessment and before you submit any tax returns

Independent online (SA) 14 Jul 2023
* 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 ...
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