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Chris Murphy

Personal Finance magazine Q3: Is my Will valid in Australia?

Chris Murphy answers a reader query in the latest issue of Personal Finance magazine. Chris is the Regional Chairperson for FISA in the Western Cape and a Director, Legacy Fiduciary Services and Estate Planners.   Personal Finance magazine July 2014 Australian Will

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City Press 27 July 2014: Am I included in a Will?

FISA responds to a City Press reader query about being included in a Will. Aaron Roup, FISA Secretary, and Angelique Visser, FISA Chairperson, provided the answers: City Press 27 July 2014

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Bosveld Review: Inligtingsplatforms kan jou help met finansies

Koos De Wet skryf vir Bosveld Review. Koos is ‘n lid van FISA en ‘n finansiele beplanner by PSG Konsult. Bosveld Review 25 Julie 2014

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Landbouweekblad: Wenke om ‘n plaas te bemaak

Nico van Gijsen skryf in Landbouweekblad oor wenke om ‘n plaas te bemaak. Nico is ‘n lid van FISA en besturende direkteur van Finlac.   Landbouweekblad 1 August 2014

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Money Marketing – Fiduciary Matters 31 July 2014: Rational mindset when drafting a Will

In FISA’s Fiduciary Matters column this month in Money Marketing, Alfie Bester writes about the need for a rational mindset when drafting a Will. Alfie is a FISA member, FPSA® and a Director of Legacy Fiduciary Services. Money Marketing July 2014

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Court case: Van Zyl NO vs Kaye NO

The court case below relating to Van Zyl NO vs Kaye NO was decided on in  the High Court (WC Division) on 15 April 2014. It deals with the application to regard two immovable properties as assets in an insolvent estate. Van Zyl NO v Kaye NO

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Franscois van Gijsen

Article: The estate duty consequences of credit life insurance policies

This article, on the estate duty consequences of credit life insurance policies, first appeared in the May issue of the Insurance and Tax Journal. It is based on a question from one of last year’s FISA exam papers and is written by Franscois van Gijsen, FPSA® and CFP® , Director: Legal of Finlac Risk & […]

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