Trust Accounting

Phia van der Spuy is a Chartered Accountant with a Masters degree in Local and International Tax, a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP) and the founder of Trusteeze®. She also holds a B.Com honours degree in Industrial Psychology.

Phia co-founded a company that digitised trust administration and accounting, called Trusteeze. Her idea to digitise trust administration and accounting was born when she acted as a business coach for the Microsoft Bizspark programme’s technology startups. Trusteeze is evolving and is becoming a digital solutions provider in the fiduciary space – a disrupter. The group has expanded internationally, and the group internationally is called WealthEeze.

Phia writes about trusts and estate planning in various national newspapers regularly to educate and enlighten estate owners. She also published the second edition of her book called “Demystifying Trusts in South Africa” to educate all role players in a trust.

She speaks at various conferences, on radio programmes, television programmes, professional bodies, provides training workshops and industry update webinars, is a guest lecturer for universities on the topic of trusts and estate planning, and the examiner for the Trust Administration module in the Advanced Diploma in Estate and Trust Administration at the University of the Free State, South Africa.

Phia has received the Fiduciary Institute of South Africa’s (FISA) Chairperson’s Award 2020 for her contribution to the fiduciary industry.