FISA Focus Newsletter – Edition 3

We have just published the 3rd edition of our newsletter, FISA Focus! This edition contains interesting articles on Compliance, FATCA, Cross-Border Tax, Wills drafting, our recent AGM, our 2 new council members and other interesting news.

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Money Marketing: 30 April 2014: Let liquidity, knowledge and simplicity be your legacy

Chris Murphy writes this month’s Fiduciary Matters column for Money Marketing. Chris is FISA Regional Councillor for the Western Cape and Director of Legacy Fiduciary Services and Estate Planners.   Money Marketing 30 April 2014

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You/Huisgenoot 11 April 2014

Journalist Letitia Watson writes about cash in your estate for You/Huisgenoot.   You magazine 10 April 2014 Huisgenoot 10 April 2014

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Landbouweekblad: 11 April 2014

Nico van Gijsen skryf oor polisse in boedelbeplanning. Nico is ‘n lid van FISA en besturende direkteur van Finlac.   Landbouweekblad 11 April 2014

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Court case: Murabi vs Murabi

Please read the below court case delivered by the SCA on 1 April in the matter of Murabi vs Murabi. It deals with a civil marriage declared void as the man was a partner in a subsisting customary union with a third party.   Murabi v Murabi

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Court case: Erasmus NO vs Estate Late Booysen

Please read the below decision delivered by the SCA on 28 March 2014, summarised as follows: A grandchild is not disqualified from inheritance as a result of the fact that one or both of the grandchild’s parents predeceased his or her grandparents – in the absence of clear indications to the contrary in a will, […]

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The Financial Planner March 2014: Usufruct

The below article in The Financial Planner, on usufructs, was written by Dr Eben Nel , FISA Regional Councillor for the Eastern Cape, Advocate of the High Court and Fiduciary Advisor at PSG Trust, Port Elizabeth. The Financial Planner p1 The Financial Planner p2

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