Should I invest through a trust, company or derivative structure? | BIC 2022 | Moneyweb

Once you begin to purchase assets it is crucial to consider the appropriate investment structure to use. This session will explore the different opportunities, limitations, risks and tax implications of the investment structures available to investors.

As head of advice and philanthropy, Tracy is passionate about assisting clients to be able to connect their financial decisions to their life goals and aspirations by providing them with access to personal and objective advice that will enable them to make better life decisions, avoid financial disasters and realise their giving aspirations.

Muller leads a team of advisory specialists who provide specialist advice in the fields of comprehensive wealth advice, financial planning, retirement planning, estate planning and wealth structuring. She has over 32 years’ experience in the financial services industry, including 23 years’ experience in the wealth management and fiduciary services industry, holds a Bcom (Law) degree, post graduate diploma in financial planning, a CFP® designation from the Financial Planning Institute of Southern Africa, is a registered tax practitioner and full member of the Fiduciary Institute of Southern Africa and the Society of Trust and Estate Practitioners.

Klee is a seasoned professional leader within the financial and banking service sector with 28 years’ experience with a completed RE1, RE3 and RE5, MBA in general management and Bachelor of Commerce in economics and banking. His key expertise includes international investments, asset allocation strategies, investment consulting to boards of trustees and company and NGO balance sheet investment strategies. He joined Nedbank Private Wealth in June 2020.


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