Attending the course and successfully completing the post-assessment, will grant you
2 hour/s verifiable CPD, recognised by the various
professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the
CPD certificate will only be issued once the post-assessment has been completed.
"Tax planning falls among the many sound reasons for the creation of trusts. This planning must naturally be based on a sound understanding of the tax rules that apply not only to the trust, but to its beneficiaries as well.
Join us for a dedicated session to discuss the tax workings of trusts and trust beneficiaries."
"• Brief overview of the incorporation of a trust and the responsibilities of trustees (this discussion will not be a full coverage of all the legal requirements for establishing or managing a trust)
• Income tax and capital gains tax:
o Applicable to the trust (resident and foreign)
o Attribution and anti-avoidance rules, including a discussion of Section 7C and loans with trusts
o Applicable to beneficiaries (resident and non-resident)
• Administrative provisions for tax returns"
Trustees or those in charge of administrating and managing trusts, taxpayers (including beneficiaries of trusts), tax practitioners and other professionals might benefit from this course.