Tag Archives | professional trustee

Radio Kansel – Trusts (2) 15 February 2013

By on February 24, 2013 in Estate Planning, News, Podcasts, Trusts

Angelique Visser, voorsitster van FISA, praat weer oor trusts met Wynand van Radio Kansel (6 minute; voor- en nadele). Radio Kansel trusts contd 15 Feb 2013

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Business Times Money: My Brilliant Career – 20 January 2013

By on January 21, 2013 in News, Trusts

Dr Stefan Strydom, a member of FISA and associate director at PwC, is the subject of this profile on a professional trustee which appeared in Business Times Money. http://www.bdlive.co.za/businesstimes/2013/01/20/my-brilliant-career-custodian-of-people-s-wealth

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Fine Music Radio: Warwick Market Report 19 September 2011

By on September 27, 2011 in Court Cases, News, Questions and Answers, Trusts

Alfie Bester, FISA exco member and Fiduciary Specialist at Citadel, chatted to Lindsay Williams on FMR about a recent court case relating to the governance of trusts. Listen to the mp3 below. 4111596_complete_20110923_114954

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Professional Accountant April 2011: The formalities of setting up a valid trust

By on May 25, 2011 in Estate Planning, News, Press Releases, Trusts

Please read the below article by Trinette Burger, FISA member and fiduciary specialist at BoE Trust Limited, on the formalities of setting up a valid trust. The Professional Accountant is the magazine of the South African Institute of Professional Accountants (SAIPA). Professional Accountant April 2001 p1 Professional Accountant April 2001 p2

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Court case: fraud or misrepresentation by third party

By on May 5, 2011 in Court Cases, News, Trusts

Read the SCA judgement in the matter of Slipknot Investment vs du Toit, regarding fraud or misrepresentation by a third party. slipknot vs du toit (trustsaak)

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News: Personal Finance 28 August 2010

By on August 29, 2010 in Estate Planning, Master Directives, News, Trusts

Bruce Cameron writes about executors and trustees in Personal Finance and recommends that the public use a FISA member. Click below to read the article. Personal Finance 28 August 2010

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News: Moneywebtax: Transfer of primary residence from trust

By on July 30, 2010 in News, Press Releases, Tax, Trusts

  Transfer of primary residence from trust. Ronel Williams examines the complications and what is needed for you to qualify. Before 2001 many taxpayers used a trust to buy their primary residence in order to save estate duty and also as a means of saving transfer duty when “selling” the trust or changing its beneficiaries. [...]

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