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Your Trust, the Consumer Protection Act & the National Credit Act

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Introducing Digitised Cloudbased Trust Services

Our electronic signing platform and secure cloud storage ensures that trustees are kept involved in the trust’s decisions and administration, protecting your trust from being deemed a sham – think of it as your insurance policy against attack!

A trust is usually at the centre of a client’s estate plan, because it allows a client to divest himself of his assets for the benefit of loved ones, yet retain involvement in the administration of the trust and also include himself as a beneficiary who may benefit, usually at the discretion of the trustees.

No other single vehicle allows for this unique set of circumstances, thus providing an effective tax “avoidance” and asset protection structure as long as the trust deed is properly drafted and the trust is administered meticulously.

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Your Trust, the Consumer Protection Act & the National Credit Act

10 October 2016

When trading in a Trust or when applying for a loan from a financial institution, though, you should be mindful ...

Davis Committee 2nd Interim Report

29 September 2016  |  tax, estates  |  By Arno Goebel

The committee released its second interim report on the 24th of August. It is important to stress that these are only recommendations and not law until ...

New Foreign Asset Amnesty

09 June 2016  |  Tax  |  By Andre Calitz

“As the world becomes increasingly globalised and cross-border activities become the norm, tax administrations need to work together..."

No matter how good the trustee’s intentions, if his decisions and actions don’t pass muster he will be liable to the beneficiaries for any loss sustained as a result of his decisions or actions.
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