Risk vs Reward in Fiduciary Practice

Attend for a day of high level presentations and discussions

Mr. Smartryk Calitz on Forensic Shields

A panel discussion with Ms. Phia van der Spuy, Dr. Rika van Zyl and Mr. Johnny Davis asking if it is it still worth providing trust services

Ms. Nicole Paulsen on Exchange control and the proposed new regulations and Mr. Andrew Wellsted on a South African case citation 

Mr. Azhar Aziz on AI as a Companion, Not Decision‑Maker

Mr. Errol Meyer on Applying First Principles Thinking to Life Policies and Estate Duty

Adv. Louis van Vuren on Conflicts of interest 

Ms. Chanel Schoeman on The Fiduciary Paradox

and

Representative from the Chief Masters office with a regulatory update

Speakers

Smartryk Calitz

Ms Phia van der Spuy

Founder
Trusteeze (Pty) Ltd

Dr Rika van Zyl

UFS, School of Financial Planning Law

Johnny Davis

PH Fiduciary

Nicole Paulsen

Tax | OWP Partners

Andrew Wellsted

Tax | OWP Partners

Azhar Aziz

Errol Meyer

Adv Louis van Vuren

Chanel Schoeman

Registrations close at 18:00 on 25 August 2026

Please be advised that no livestream option will be available for this event.

The proceedings will be recorded, and the recording will be made accessible to members who would have attended online, subject to payment of the applicable online attendance fee.

The recording will only be available 1 week after the event.

Registration fees to attend in person at the venue:

FISA Members:  R2,925

(Including FPI, SAIT & STEP members)

Non-Members:  R3,445

Registration fees to access the recordings:

FISA Members:  R2,050

(Including FPI, SAIT & STEP members)

Non-Members:  R2,405