PH Fiduciary

PH Fiduciary Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from PH Fiduciary, Estate Planning Lawyer, 35 Markgraaff Street, Westdene, Bloemfontein.

PH Fiduciary is a private company providing specialised accounting and tax services to clients with local and offshore investment structures, including the holding of independent trusteeships and trust administration and compliance.

Think your lease agreement is just a rental agreement? Think again.Some leases of movable property can be classified as ...
17/06/2026

Think your lease agreement is just a rental agreement? Think again.

Some leases of movable property can be classified as credit agreements under the National Credit Act 34 of 2005, which means they may be subject to additional legal requirements and consumer protections.

This distinction can have significant consequences for both lessors and lessees.

Understanding whether the Act applies to your lease could affect everything from compliance obligations to the rights available to the parties involved.

Read Shené van Heerden's latest article to learn when a lease may fall within the ambit of the National Credit Act and why it matters: https://bit.ly/43muiD5

Youth Day reminds us of the bravery of the young people who stood up for their rights and helped shape South Africa's de...
16/06/2026

Youth Day reminds us of the bravery of the young people who stood up for their rights and helped shape South Africa's democracy.

May their legacy continue to inspire future generations to pursue knowledge, justice, and meaningful change.

Happy Youth Day.

The 2026 tax filing season is around the corner, and knowing the key deadlines is essential to staying compliant and avo...
05/06/2026

The 2026 tax filing season is around the corner, and knowing the key deadlines is essential to staying compliant and avoiding unnecessary stress.

Important 2026 Tax Filing Season Dates:
▪️Auto Assessments: 1 July to 12 July 2026
▪️Non-provisional taxpayers: 13 July to 23 October 2026
▪️Provisional taxpayers: 13 July 2026 to 22 January 2027
▪️Trusts: 13 July 2026 to 22 January 2027

Whether you are an individual taxpayer, a provisional taxpayer, or managing a trust, early preparation can help ensure a smoother filing process and reduce the risk of errors.

For professional guidance tailored to your circumstances, contact Dr Candice Reynders and our Tax Advisory office today: https://www.phinc.co.za/Our-Team/DrCandiceReynders

The South African Reserve Bank has announced an interest rate hike of 25 basis points, increasing the repo rate to 7% an...
04/06/2026

The South African Reserve Bank has announced an interest rate hike of 25 basis points, increasing the repo rate to 7% and the prime lending rate to 10.50%.

Corporate restructuring is often misunderstood as a sign of distress, but in reality, it’s one of the most effective too...
26/05/2026

Corporate restructuring is often misunderstood as a sign of distress, but in reality, it’s one of the most effective tools for growth, efficiency, and long-term sustainability.

From streamlining operations and improving decision-making to unlocking new markets and optimising tax structures, restructuring enables businesses to stay agile in a rapidly evolving environment.

In this insightful piece, Sinoxolo Makhethetha explores how strategic changes to shareholding and assets can position your business for stronger performance and long-term success.

Read more here: https://bit.ly/3OUYFgl

South Africa’s removal from the greylist marked progress, but not the end of regulatory scrutiny. The Draft Amendment Bi...
21/05/2026

South Africa’s removal from the greylist marked progress, but not the end of regulatory scrutiny. The Draft Amendment Bill 2025 introduces stricter compliance measures, reinforcing transparency and accountability in line with international standards.

With the focus shifting firmly to enforcement in 2026, companies face real risks: deregistration for failing to maintain beneficial ownership records and significant administrative fines for non-compliance.

This is a critical moment for businesses to reassess their compliance frameworks and ensure they meet evolving legislative requirements.

Read the full article by Elani Volschenk: https://bit.ly/4tDFPJR

SARS is cracking down on non-compliant trusts, and the message is clear: file or face the consequences.New enforcement m...
15/05/2026

SARS is cracking down on non-compliant trusts, and the message is clear: file or face the consequences.

New enforcement measures mean that all trusts, whether active or dormant, must submit their tax returns (ITR12T) or risk monthly penalties ranging from R250 up to R16 000.

Even more concerning, trustees could be held personally liable if non-compliance leads to penalties.

If your trust has received a final demand, the clock is already ticking. Acting quickly could save you from unnecessary financial strain.

This expert insight by Elani Volschenk unpacks what trustees need to know, and do, to stay compliant.

Read more here: https://bit.ly/3QAHAsB

A quiet but powerful battle is reshaping the global entertainment industry.The bidding war for Warner Bros. Discovery sh...
13/05/2026

A quiet but powerful battle is reshaping the global entertainment industry.

The bidding war for Warner Bros. Discovery shows that in today’s market, size, strategy, and certainty matter just as much as price. What looks like a Hollywood deal carries real lessons for businesses and investors everywhere, including South Africa.

As industries consolidate, the advantage is shifting toward those who can scale, integrate, and maximise value across multiple platforms.

Read the full analysis by Mark le Riche here: https://bit.ly/4tF7hqv

The estate duty threshold in South Africa has remained fixed at R3.5 million since 2007, despite nearly two decades of i...
11/05/2026

The estate duty threshold in South Africa has remained fixed at R3.5 million since 2007, despite nearly two decades of inflation. This means more estates are now exposed to estate duty, even when real wealth has not increased.

This silent shift, known as fiscal drag, is expanding the tax burden without any legislative change.

Married couples may benefit from a combined exemption of up to R7 million, but this may still fall short for estates with property and long-term asset growth. Without proper planning, heirs could face unnecessary tax liabilities or even the forced sale of assets to settle estate duty.

Strategic estate planning is essential. Options such as annual donations, trust structures, and life insurance can help protect your wealth and preserve your legacy for future generations.

Read the full article here: https://bit.ly/4thypvE

Article written by André van Niekerk and Johnny Davis.

South Africa’s estate duty threshold has stayed at R3.5 million since 2007, despite years of inflation. This means more ...
11/05/2026

South Africa’s estate duty threshold has stayed at R3.5 million since 2007, despite years of inflation. This means more estates are now taxed, even when real wealth has not increased.

This silent shift, known as fiscal drag, is expanding the tax burden without any legislative change.

While married couples can access a combined exemption of up to R7 million, this may still not be enough for estates with property and long-term growth. Without proper planning, heirs could face unnecessary tax or the forced sale of assets.

Proactive estate planning, including donations, trusts, and life insurance, can help protect your wealth and secure your legacy.

Read the full article here: https://bit.ly/4thypvE

Article written by André van Niekerk and Johnny Davis.

Address

35 Markgraaff Street, Westdene
Bloemfontein
9301

Opening Hours

Monday 08:00 - 05:00
Tuesday 08:00 - 05:00
Wednesday 08:00 - 05:00
Thursday 08:00 - 05:00
Friday 08:00 - 05:00

Telephone

+27514004000

Website

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