Канал: Shillyboy Mothiba

The Tax Awareness Show | Intro to podcast | What are trusts? | Why you should have a trust

The Tax Awareness Show | Intro to podcast | What are trusts? | Why you should have a trust

Enhancing Financial Literacy: Estate Planning for Property Investors

Enhancing Financial Literacy: Estate Planning for Property Investors

Are you ready for a retirement?

Are you ready for a retirement?

Trustee Removal

Trustee Removal

Pay tax or not

Pay tax or not

Family home

Family home

Side hustle

Side hustle

Enhancing Financial Literacy: Estate Planning for Property Investors

Enhancing Financial Literacy: Estate Planning for Property Investors

Enhancing Financial Literacy: Estate Planning for Property Investors

Enhancing Financial Literacy: Estate Planning for Property Investors

Life Cover

Life Cover

Property Insurance

Property Insurance

Conditions set as a result of your donation to the trust

Conditions set as a result of your donation to the trust

Distribution to the minor children

Distribution to the minor children

Bank requirements

Bank requirements

Buying a property using a newly formed company

Buying a property using a newly formed company

Highlights from TikTok Live Part 1 (21092024)

Highlights from TikTok Live Part 1 (21092024)

Highlights from TikTok Live Part 3 (21092024)

Highlights from TikTok Live Part 3 (21092024)

Highlights from TikTok Live Part 6 (21092024)

Highlights from TikTok Live Part 6 (21092024)

Highlights from TikTok Live Part 5 (21092024)

Highlights from TikTok Live Part 5 (21092024)

Highlights from TikTok Live Part 4 (21092024)

Highlights from TikTok Live Part 4 (21092024)

Highlights from TikTok Live Part 2 (21092024)

Highlights from TikTok Live Part 2 (21092024)

22 September 2024

22 September 2024

How to make decisions within a family trust.

How to make decisions within a family trust.

What to consider before moving assets to the trust

What to consider before moving assets to the trust

Why do you want to form a family trust?

Why do you want to form a family trust?

Distribution of a rental income to the beneficiaries

Distribution of a rental income to the beneficiaries

Vesting of family trust assets

Vesting of family trust assets

How to use donation to transfer wealth to the next generation

How to use donation to transfer wealth to the next generation

Family Trust

Family Trust

What happens at death with assets in your name?

What happens at death with assets in your name?

Disposal by an estate

Disposal by an estate

Did you sell a property?

Did you sell a property?

What happens to your pensions fund or retirement annuity fund at death?

What happens to your pensions fund or retirement annuity fund at death?

How to reduce an estate taxes

How to reduce an estate taxes

How to reduce an estate duty

How to reduce an estate duty

How to use R100000

How to use R100000

Sell assets on a loan account

Sell assets on a loan account

Reduce your loan asset

Reduce your loan asset

Properties in your name

Properties in your name

Assets

Assets

Trust deed

Trust deed

Buying a property through a trust

Buying a property through a trust

Resolutions of a trust

Resolutions of a trust

R1 BILLION BY TRANSNET CASE

R1 BILLION BY TRANSNET CASE

Andile Mpisane

Andile Mpisane

Kabelo Matsape case

Kabelo Matsape case

Trust formation

Trust formation

Why do you need a professional trustee?

Why do you need a professional trustee?

What to consider before moving assets to a trust.

What to consider before moving assets to a trust.

Vesting Trust

Vesting Trust

Death Costs to be mindful of.

Death Costs to be mindful of.

Deceased Estate Delays

Deceased Estate Delays

Estate Liquidity

Estate Liquidity

Do you have minor children?

Do you have minor children?

Nominated beneficiaries

Nominated beneficiaries

When last did you update nominated beneficiaries?

When last did you update nominated beneficiaries?

What to consider before forming a trust.

What to consider before forming a trust.

Why do you want a trust?

Why do you want a trust?

Can you appoint a proxy?

Can you appoint a proxy?

Alternate Trustee

Alternate Trustee

Trust Legal Personality

Trust Legal Personality

Trust Remote Meeting

Trust Remote Meeting

Trust Deed

Trust Deed

Trustees: Care; diligence; Skill

Trustees: Care; diligence; Skill

How to deal with widows allowance

How to deal with widows allowance

Appointment of an Administrator

Appointment of an Administrator

Estate Planning Live Session Every Friday at 10:00 am @ YouTube

Estate Planning Live Session Every Friday at 10:00 am @ YouTube

Non-resident doing business in South Africa

Non-resident doing business in South Africa

Preservation of wealth

Preservation of wealth

Minor children

Minor children

Accrual claim

Accrual claim

Bonded Property

Bonded Property

Valid will

Valid will

Deceased Estate Costs

Deceased Estate Costs

Roles of Trustees

Roles of Trustees

First Time Property Investor webinar

First Time Property Investor webinar

Review your life cover policies

Review your life cover policies

Review your life cover policies

Review your life cover policies

Spouse tax benefits

Spouse tax benefits

How to avoid paying an executor fees

How to avoid paying an executor fees

Review your life cover policies agreements

Review your life cover policies agreements

Tax incentives to take an advantage of before end of February.

Tax incentives to take an advantage of before end of February.

Tax law changes

Tax law changes

Non compliant trust

Non compliant trust

Taxing trusts

Taxing trusts

Property inspection

Property inspection

Estate planning is another form of self care.

Estate planning is another form of self care.

Intergenerational Wealth

Intergenerational Wealth

And Loadshedding happened.

And Loadshedding happened.

Tax for expats

Tax for expats

Wealth transfer

Wealth transfer

SMEs Connect South Africa: First Wednesday 10012024

SMEs Connect South Africa: First Wednesday 10012024

First-Time Property 06012024

First-Time Property 06012024

Pre-qualification

Pre-qualification

What influences home loans?

What influences home loans?

Credit Score

Credit Score

First-Time Property Investor

First-Time Property Investor

Trust Administration

Trust Administration

The process of forming a trust

The process of forming a trust

Different type of trusts

Different type of trusts

First-time Property Investor

First-time Property Investor

Student Accommodation

Student Accommodation

Can you trade in a trust?

Can you trade in a trust?

Read Trust Deed

Read Trust Deed

Trust Tax Non-compliance

Trust Tax Non-compliance

Trusts Taxation

Trusts Taxation

Saving taxes on rental property

Saving taxes on rental property

Saving kids inheritances

Saving kids inheritances

Primary Residence

Primary Residence

How should I invest?

How should I invest?

Retirement Planning

Retirement Planning

Secure kids future

Secure kids future

Settlement Payout

Settlement Payout

Divorce Tax Planning

Divorce Tax Planning

Shares Disposals

Shares Disposals

Shareholders Money

Shareholders Money

Improvement Costs

Improvement Costs

What would happen to your properties upon death?

What would happen to your properties upon death?

How to use life cover.

How to use life cover.

How to deal with payout?

How to deal with payout?

How do you use life cover?

How do you use life cover?

How do we deal with Inheritance?

How do we deal with Inheritance?

Deathbed Expenses

Deathbed Expenses

Permanent Life Partners

Permanent Life Partners

Life Covers

Life Covers

Love SMS from SARS

Love SMS from SARS

Is it better to set up a company or trust to run a property business?

Is it better to set up a company or trust to run a property business?

Rental income impact on the tax brackets

Rental income impact on the tax brackets

Family homes co-ownership

Family homes co-ownership

How wealth is wasted

How wealth is wasted

Rental diversion

Rental diversion

Rental Collection

Rental Collection

Subdivision

Subdivision

Assets and Liabilities

Assets and Liabilities

Trusts Value versus Costs

Trusts Value versus Costs

Buying a property using a company

Buying a property using a company

Trusts versus Will

Trusts versus Will

Wealth Preservation

Wealth Preservation

I BLEW IT

I BLEW IT

Dirvoce Management

Dirvoce Management

Kids Goals Preservation

Kids Goals Preservation

Family Wealth Buffer

Family Wealth Buffer

Family Bank

Family Bank

How to form a trust

How to form a trust

How to preserve wealth

How to preserve wealth

Who administer a trust?

Who administer a trust?

Executors fees

Executors fees

Stokvel Payouts

Stokvel Payouts

Lotto winnings

Lotto winnings

Kids outside of marriage

Kids outside of marriage

How can a trust benefit my family? Part 2

How can a trust benefit my family? Part 2

How can a trust benefit my family? Part 1

How can a trust benefit my family? Part 1

Trust or Company

Trust or Company

Trust Names

Trust Names

Trust formation

Trust formation

Self Employed

Self Employed

Newly formed Company

Newly formed Company

What do yo

What do yo

Why don't you have a Will?

Why don't you have a Will?

Retirement Annuity Fund

Retirement Annuity Fund

Why do you need a trust?

Why do you need a trust?

Family Squabbles

Family Squabbles

Bond with ex spouse

Bond with ex spouse

Buying properties with another person

Buying properties with another person

Tax benefits for special trusts

Tax benefits for special trusts

Types of special trusts

Types of special trusts

Special needs dependents

Special needs dependents

Disadvantages of special trusts

Disadvantages of special trusts

Newly formed company

Newly formed company

Trustees for special trusts

Trustees for special trusts

Directors Creditworthiness

Directors Creditworthiness

07 October 2023

07 October 2023

#individuals #estateplanning #trusts #estateplanner

#individuals #estateplanning #trusts #estateplanner

#individuals #estateplanning #trusts

#individuals #estateplanning #trusts

#individuals #estateplanner #estateplanning #trusts

#individuals #estateplanner #estateplanning #trusts

Tax Certificate to be issued by trustees #individuals #estateplanner #estateplanning

Tax Certificate to be issued by trustees #individuals #estateplanner #estateplanning

Termination of a testamentary trust Part 3

Termination of a testamentary trust Part 3

Termination of the Testamentary Trust Part 2

Termination of the Testamentary Trust Part 2

Termination of a testamentary trust Part 1

Termination of a testamentary trust Part 1

Testamentary Trust Part 02

Testamentary Trust Part 02

Testamentary Trust Part 01

Testamentary Trust Part 01

Is your will clear?

Is your will clear?

Beneficiaries renouncing

Beneficiaries renouncing

Freezing an estate Part p2

Freezing an estate Part p2

Freezing an estate Part 01

Freezing an estate Part 01

Type of trusts Part 02

Type of trusts Part 02

Type of trusts Part 01

Type of trusts Part 01

Financial Wellness Podcast 01

Financial Wellness Podcast 01

Contested Will

Contested Will

Have a Will

Have a Will

Witnesses Signature

Witnesses Signature

Marital Regime Clausr

Marital Regime Clausr

Testamentary Trust

Testamentary Trust

#Trusts #Individuals

#Trusts #Individuals

Assets transfer to trust while married in a community of property. Part 2

Assets transfer to trust while married in a community of property. Part 2

Assets transfer to trust while married in a community of property. Part 1

Assets transfer to trust while married in a community of property. Part 1

Are you auto assessed? Part 2

Are you auto assessed? Part 2

Are you auto assessed? Part 2

Are you auto assessed? Part 2

Are you auto assessed? Part 1

Are you auto assessed? Part 1

Did you update your Will?

Did you update your Will?