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Accounting

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This course will be taking a bird's eye view approach to asset accounting, by comparing what is similar so as to highlight the differences in how we account for assets. Asset accounting generally comprises the largest portion of the work that we do, and there are many key principles that flow from accounting for property, plant and equipment to financial assets


Course Content:

we will be looking at a comparative view of accounting for various assets and the challenges that each class pose, from definitions to recognition, measurement to derecognition. The assets that we will investigate from a practical perspective are: - Property, plant and equipment - Investment properties - Intangible assets - Inventories - Biological assets - Financial assets - Deferred tax assets (time permitting)


Course Objective:

Delegates will have gained an understanding of the breaking down the steps of accounting for an asset from identification through to presentation and disclosure in an comparative format, covering a variety of assets that accountants deal with on a day to day basis.


Who Should Attend?

Any person who is interested in interpreting and gaining a deeper understanding of financial information, or looking at refreshing their knowledge on the topic.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This course will be looking at how you can arrive at a value for a business using various techniques, from assessing the intrinsic value of a business to basing the value on future earnings.


Course Content:

We will look the following elements: 1) What are we valuing? 2) The relationship of risk and return 3) Assessing the what required rate of return is appropriate 4) Cash flows vs. Earnings 5) Constructing your argument


Course Objective:

After attending this course, a delegate will be able to value a business by being able to assess which valuation technique is the most appropriate, and being able to calculate and present a defendable value.


Who Should Attend?

Any person who is interested in valuing businesses or refreshing their knowledge on the topic.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Caryn Maitland


Overview:

This webinar will be looking at how you can evaluate whether or not to invest in capital projects using various techniques.


Course Content:

We will look the following elements: What is Capital Budgeting? Types of Projects Capital Budgeting Techniques Cash Flow Principles Other issues


Course Objective:

After attending this webinar, a delegate will be able to evaluate a potential project and assess which technique is the most appropriate.


Who Should Attend?

Any person who is interested in valuing projects or refreshing their knowledge on the topic.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This course is aimed at introducing to the delegates the language and principles of financial accounting and reporting so that they may engage, understand and analyses what the financial information presented means


Course Content:

This course will cover the following topics of financial statement analysis a. Introduction and overview b. Understanding financial statements and their elements c. Financial analysis: understanding and interpreting ratios


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and will be able to apply the concepts and techniques in simple, uncomplicated situations and environments: a. Identify and understand the purpose of financial statements and the elements that make up financial information b. Perform ratio analysis and interpret the data accordingly c. Communicate effectively with financially trained personnel


Who Should Attend?

Any person who is interested interpreting and gaining a deeper understanding of financial information or looking at refreshing their knowledge on the topic.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Marlene van der Mescht


Overview:

This informative course will assist delegates in understanding and implementing all relevant changes to the Generally Recognised Accounting Practice (GRAP) for the new financial year-end and understanding the impact on the financial statements preparation process.


Course Content:

High-level understanding of the requirements of the GRAP framework and relevant Directives o GRAP guidance and assistance from ASB and National Treasury o Directive 5 New standards issued and effective o Amendments effective for 2017 on GRAP 16 and 17 o Directive 11 Changes in the measurement bases following the initial adoption of the standards of GRAP o GRAP 105 Transfer of functions between entities under common control o GRAP 106 Transfer of functions between entities not under common control o GRAP 107 Mergers New standards issued, but not yet effective o GRAP 32 Service concession arrangements: Grantor o iGRAP 17 Service concession arrangement where a grantor controls a significant residual interest in an asset o GRAP 20 Related party disclosures o GRAP 108 Statutory receivables o GRAP 109 Accounting for principals and agents In the pipeline at the Accounting Standards Board (ASB) o Accounting standards effective or to be used to form an accounting policy for 2017 and 2018 year-ends o Directive 12 The selection of an appropriate reporting framework by public entities Minor improvements affecting GRAP standards o FAQ updates treatment of fully depreciated assets as an error or change in estimate


Course Objective:

Attendees will gain an understanding on how to implement and apply the new standards and amendments that affect them in the preparation of their financial statements.


Who Should Attend?

Public sector finance officials Financial managers and CFOs responsible and accountable for preparation of the annual financial statements CPD attendees

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Marlene van der Mescht


Overview:

The course will enable attendees to understand and apply the core concepts of risk management in public sector and to inform policy decision and strategic decision-making processes about the importance of risk management in the various public sector environments. The course information is shared against the background of the Public Sector Risk Management Framework.


Course Content:

Introduction to risk management and the Public Sector Risk Management Framework Purpose, applicability and background of risk management Creating a risk enabling environment Integration of risk management activities The risk management model risk identification, assessment, response, communication and reporting and risk monitoring


Course Objective:

Attendees will obtain knowledge and an understanding on the core principles of risk management and the implementation of a risk management model in their organisation.


Who Should Attend?

Chief risk officers Risk managers Any public sector official responsible for risk management CPD attendees

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Marlene van der Mescht


Overview:

This course aims to provide an understanding of the roles and responsibilities of public entity officials with regards to risk management. Attendees will gain knowledge on how to identify potential risk scenarios and understand risk assessment procedures as well as methods to avoid and manage risk by implementing a risk management system. The course information is shared against the background of the Public Sector Risk Management Framework.


Course Content:

Overview of the risk management model in public sector Risk governance versus risk management Risk management - roles and responsibilities Performance and evaluation of risk management


Course Objective:

Attendees will obtain an understanding about the roles and responsibilities of risk management officials working in a public sector environment, how to apply risk management principles consistently and to continually plan and implement risk management.


Who Should Attend?

Chief risk officers Risk managers Any public sector officials responsible for risk management CPD attendees

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Caryn Maitland


Overview:

This webinar will be looking at the management of working capital using various techniques and assessing cost vs. benefit of holding short term assets.


Course Content:

We will look at the following elements: 1) Introduction and clarification of terms 2) Objective of working capital policies and the working capital cycle 3) Financing policies and forecasting 4) Cash Management 5) Trade Receivable Management 6) Inventory Management


Course Objective:

After attending this webinar, a delegate will be able to assess their working capital needs of a business


Who Should Attend?

Any person who is interested in working capital or refreshing their knowledge on the topic.

Auditing

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

The current climate of the accounting profession is such that auditors and accountants might experience higher requests for access to files and working papers. Whether for inspection purposes, legal purposes or law suits. Due to this it is imperative that professional accountants and auditors are aware of their rights and responsibilities in these situations. Are you allowed to refuse access and what steps should you take to protect yourself as well as your client? This session will focus specifically on the instances when information may be required from the professional accountant and what their obligation is in terms of Laws, regulations and the code of conduct.


Course Content:

� Ownership of working papers � Confidentiality of client information � Responsibility for granting access to working papers � Ethical requirements � Circumstances where access to working papers is required by law � Circumstances where access to working papers might be requested in terms of International Standards on Auditing (ISAs) � Circumstances where access to working papers might be requested in terms of International Standards on Assurance Engagements (ISAEs) � Circumstances where an auditor agrees to be contractually bound to provide access to working papers � Considerations to be taken into account where access is at the discretion of the auditor � Potential risks to auditors when granting access to working papers to third parties � Policies and procedures regarding access to working papers


Course Objective:

The objective of this course is to identify the rights and responsibilities of the professional accountant and auditor when their working papers are requested by the client or a third party.


Who Should Attend?

This session will be beneficial to all auditors, accountants and other professionals in the accounting profession.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Lynette Badenhorst


Overview:

NONE


Course Content:

During this webinar the following important principles relating to internal controls will be discussed: Why is work on internal control necessary when auditors take a substantive approach? Which controls do auditors need to understand? What are the five interrelated components of internal controls that must be addressed by the auditor during all audits? Direct controls versus indirect controls Work effort for understanding each of the components of internal control Controls relevant to the audit Focusing on the Applicable Financial Reporting Framework in Identifying Risks of Material Misstatement The use of automated tools and techniques when performing risk assessment procedures data analytics New requirement to understand the entity use of IT in its business and system of internal control. Controls over significant risks Deficiencies in internal controls Key issues for smaller entities Please note: The information covered in this webinar will be based on the newly released ISA 315 (Revised), Identifying and Assessing the Risks of Material Misstatement (ED-315)


Course Objective:

ISA 315 (Revised) sets out the risk assessment procedures that form the foundation for an audit of financial statements. The IAASB has proposed essential enhancements to the auditor�s risk assessment process, with the objective of establishing more robust requirements and appropriately detailed guidance to drive auditors to perform consistent and effective identification and assessment of the risks of material misstatement. Inspection findings consistently highlights issues related to auditor risk assessments, including the work performed to understand internal control, identify significant risks and consider and respond to information technology (IT) risks. One of the more significant challenges experienced by auditors relates to the extent to which understanding an entity internal control is necessary when the auditor does not intend to rely on the operating effectiveness of the entity controls. Consideration of internal control is an area where auditors often find it difficult to comply. In particular, auditors need to remember that internal controls are still relevant even if a fully substantive audit approach is adopted In particular the following concepts are not always clear: � Why the understanding is required to be obtained (for example when a primarily substantive approach to the audit is planned) and how the information obtained is to be used; � What procedures are required in order to �obtain the necessary understanding� for certain components of internal control; � Whether all components of internal control as set out in the standard needed to be understood; and � When controls are considered �relevant to the audit.�


Who Should Attend?

Any person responsible for the audit of financial statements e.g. engagement partners, team members assisting on the audit engagement, Engagement Quality Control Reviewers as well as anyone who is responsible for reviewing audit files.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Yvonne Rossouw


Overview:

Are you aware of your extra responsibilities as the auditor of a body corporate in terms of the STSMA? The Sectional Title Schemes Management Act created new procedures to be performed by the auditor when it became effective in 2016. Join us in this webinar as we unpack these responsibilities and procedures as well as other issues an auditor might face when auditing the financial statements of a body corporate. This advanced course will benefit all seniors, managers and partners engaged in these audits. Junior trainees will also benefit.


Course Content:

The course will start by looking at the legislation applicable to Bodies Corporate and where this affects the audit. Specifically, the following sections will be discussed: Rule 21, 24 and 26 Community Schemes Ombud Services Act and its regulations, specifically looking at: Levies and fees payable Audit considerations for bodies corporate will be discussed Planning and risk assessment Field work Finalisation Taxation Provisions for Bodies Corporate This webinar is only on the principles to be followed and considered during the audit, and will not include a practical exercise on the execution of the audit engagement


Course Objective:

Level: Advanced

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

In auditing, the general rule is If it is not documented it is not done For this reason our mantra for 2015 and 2016 has been and still is DOCUMENT, DOCUMENT, DOCUMENT! For auditors, documentation is like paying insurance, its a grudge spend, but when we need it, we are very relieved we have it. It is our security. Therefore the focus of this workshop is on documentation and understanding what needs to go on file. We believe that as practitioners, we have all the knowledge and take due care with our clients, but the challenge is to put our thoughts to paper and document our reasoning and judgement.


Course Content:

- A comparative discussion between compilation, and assurance (independent review and audit) - What documentation is relevant (appropriate and sufficient) to which type of engagement (Compilation vs Assurance) - What is appropriate and sufficient evidence? - Ethical considerations - addressing the pink elephant in the room - What is a practitioner thinking when assessing what evidence to include on file? - The purpose, wording and review of documented evidence - A comparative discussion between compilation, and assurance (independent review and audit) and a look at the narratives in the financial statements - What story are we telling in the financial statements


Course Objective:

The objective of this webinar is to provide delegates with a better understanding of what, why and how documents should be filed without drowning in unnecessary paperwork. The course will cover documentation needed within compilation and assurance engagements to ensure that documentation of the engagement file is appropriate and sufficient.


Who Should Attend?

All seniors, managers and partners involved in doing audits and compilations, will find this webinar beneficial.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Badenhorst


Overview:

The concept of audit risk is of key importance to the audit process and auditors are required to have a good understanding of what audit risk is, and why it is so important. Audits conducted in accordance with ISAs must follow the risk‑based approach, which should also help to ensure that audit work is carried out efficiently, using the most effective tests based on the audit risk assessment. Auditors should direct audit work to the key risks (sometimes also described as significant risks), where it is more likely that errors in transactions and balances will lead to a material misstatement in the financial statements. It would be inefficient to address insignificant risks in a high level of detail. There are many references throughout the ISAs to audit risk. During this webinar I will discuss a 10-point plan for auditors to identify and address the different components of risk during an audit of financial statements. I will also explain which type of audit procedures should be performed to address the different components of risk.


Course Content:

1. What is audit risk 2. Assessment of inherent risk 3. Assessment of control risk 4. Assessment of fraud risk 5. Detection risk 6. Significant risks- 10 step plan to identify significant risks 7. Presumed risks a. Revenue testing b. Seven steps to perform to test journal entries c. Auditing accounting estimates d. Transactions outside the normal course of business 8. Business risks 9. Risk of material misstatement (ROMM) 10. Desired audit risk What does all these terms mean and how does it fit into a risk-based audit approach?


Course Objective:


Who Should Attend?

All auditors and their staff who is responsible for the audit of financial statements

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

Attorneys Trust Account engagements are high risk and thereby require precision and a sound knowledge of the latest IRBA Guide pronouncements. The Revised IRBA Guide for Attorneys� Trust Account Engagements was issued in 2017 and effective for financial periods commencing on or after 1 March 2016. Have the seniors and the managers at your firm been refreshed on the latest changes? The Revised IRBA Guide has been updated for amendments to the International Standard on Assurance Engagements (ISAE) 3000 and the Rules for the Attorneys� Profession as published in the Government Gazette. ProBeta Training has recognised the assurance industry�s need for an updated training session. Our goal is to put you at the forefront of the latest changes which will allow you to provide effective and efficient oversight over your engagement team. Further to this, from a senior review perspective, we aim to enhance your ability to recognise Rule infringements so as to guard against engagement risk. Be informed, ready to take the lead among your engagement teams with ProBeta Training.


Course Content:

During this session we get seniors and managers up to speed with: The relevant Attorneys� Act sections Law Society Rules The Revised IRBA Guide for Registered Auditors on Attorneys�Trust Accounts Engagements


Course Objective:

The objective of this course is to: 1. Simplify all applicable legislation including the Attorneys� Act, Law Society Rules, ISAE 3000 and Revised IRBA Guide for Engagements on Attorneys� Trust Accounts. 2. Increase the ability to recognise Rule infringements 3. Review of the Revised assurance procedures.


Who Should Attend?

The following individuals will benefit from attending this course: Seniors Managers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Badenhorst


Overview:

For assurance engagements to be worth its salt, the auditor who prepared it must be seen to be, and actually be, truly ethical and independent and free of any undue influence. So, what is independence and why is it at the cornerstone of every assurance engagement that is conducted? The ethical and independence requirements applying to auditors are legally enforceable and are located within the following legislation and standards: � ISQC 1: Quality Control for Firms that Perform Audits and Reviews of Financial Reports and Other Financial Information, and Other Assurance Engagements � Auditing Standard ISA 220: Quality Control for an Audit of a Financial Report and Other Historical Financial Information � Section 90 of the Companies Act applicable to an auditor engaged to perform a statutory audit of a company or a close corporation (CC) � The IRBA�s Code of Professional Conduct for Registered Auditors (the Code) � International Standard on Review Engagements 2400 (Revised) To help members better understand the independence requirements and fully digest this information, this webinar will provide practical, case-based scenarios to help practitioners assess issues of ethics and independence that they may encounter during the performance of assurance engagements.


Course Content:

The following issues regarding ethics and independence will be discussed and explained: The 5 fundamental ethical principles Threats to independence and safeguards The conceptual framework and ethical dilemmas Who is RIP? The 7 ethical and independence declarations that must be signed by engagement partners and team members on all assurance engagements Independence requirements for statutory audits Rotation requirements for partners of statutory audits Independence requirements for Public Interest Entity Audits Rotation requirements for partners of Public Interest Entity Audits Independence requirements for voluntary audits (self-review threats) Independence requirements for Independent Reviewers Prohibited relationships applicable to all assurance engagements Disclosure of audit tenure


Course Objective:


Who Should Attend?

The seminar will be of interest to professional accountants in public practice who are responsible for the performance of any assurance engagements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

It's that time of the year again, were the Independent Regulatory Board of Auditors (IRBA) release their annual inspection findings report based on their inspection cycle ended 2017. Never has this report been so anticipated as a profession needing to gain insight into our risk areas. This report is essential to engage with if you are involved in providing assurance services or serving on audit committees to assist in improving the quality of audit engagements. Join me in reviewing the findings of this report from both a firm and file review engagement level, where we will discuss the common trouble areas, risk spots and look for practical solutions to bullet proof your work. With the profession under such intense scrutiny due to recent events, the ever changing technical landscape and changes to our Code of Professional Conduct, every accountant and auditor needs to take every opportunity to improve and manage our risk.


Course Content:

This course will look at the Objective of report �Background and overview �Key inspection deficiencies (both at a firm and engagement level) �Remedial action process �Sanctions �Future outlook


Course Objective:

IRBA released their inspection finding report in May 2018. This report is essential to unpack to gain a better understanding of the common challenges and areas where improvements can be made in the assurance space

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

If you prepare financial statements, then this session is for you! Are you aware that ISRS 4410 is applicable to all professional accountants who sign of an independent compilation report? The Companies Act also prescribe specific requirements for compilers of financial statements that must be adhered to. During this webinar we will take an in detail look at the requirements of the Companies Act when compiling and preparing financial statements, as well as the steps that must be performed should an independent compilers report be prepared.


Course Content:

The following will be covered during this session: Companies Act requirements Framework to be used Specific disclosure items Qualifications necessary to compile/prepare AFS Difference between internally compiled and independently compiled 6-month deadline for compilation Consequences of non-compliance ISRS 4410 Terms of engagement and engagement letter ISQC1 requirements such as acceptance and continuance of client Ethical requirements in terms of the code of conduct Procedures to be performed for compilation engagements Reporting responsibilities Practitioners report Reporting to CIPC Reporting on NOCLAR identifie


Course Objective:


Who Should Attend?

This series will benefit any and all professional accountants, other accountants and employees who prepare and compile financial statements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

Registered Auditors, in their capacity as auditors, are required to report Reportable Irregularities to the IRBA, should they come across any during the course of their audit engagements or while appointed as auditor of an entity. The IRBA issued guidance in this regard in 2006. In May 2015, the IRBA issued revised guidance in this regard. The purpose of the Revised Guide for Registered Auditors: Reportable Irregularities in Terms of the Auditing Profession Act (the Guide) as issued by IRBA is to provide guidance to registered auditors on their responsibility to report reportable irregularities in terms of section 45 of the Auditing Profession Act, 2005 (the APA). Depending on the circumstances, registered auditors are advised to obtain legal advice and are reminded of the responsibility to adequately and appropriately document their deliberations. In the Guide reference to an “auditor" or a “registered auditor, unless the context requires otherwise, means an auditor registered as such under the APA. The Guide does not apply to a registered auditor acting as an independent reviewer in terms of section 30(2)(b)(ii)(bb) of the Companies Act, 2008 (the Companies Act), who identifies a reportable irregularity in terms of Regulation 29 to the Companies Act, which must be reported directly to the Companies and Intellectual Property Commission (CIPC). Note that the definition of reportable irregularity under Regulation 29 differs from that set out in the APA. This Guide replaces the Guide Reportable Irregularities: A Guide for Registered Auditors issued in June 2006, which has been withdrawn. When using the Guide auditors should bear in mind that there might have been amendments to the IRBA Code of Professional Conduct, Laws or Regulations made subsequent to the issue date of this Guide.


Course Content:

The definition of a reportable irregularity and general principles When the obligation to report irregularities arises and when the Guide becomes applicable The process followed by the IRBA on receipt of a reportable irregularity report made in terms of section 45 The impact of a section 45 reportable irregularity on the auditor's report Professional responsibilities, disciplinary measures, other sanctions and monitoring of compliance with section 45


Course Objective:

To gain an overall understanding about reportable irregularities, the requirements contained in the Auditing Profession Act, and the use of the Guide as issued by the IRBA


Who Should Attend?

All registered auditors and their staff who perform audit engagements

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Badenhorst


Overview:

The aim of this webinar is to remind auditors and independent reviewers of their and their clients reporting requirements arising from certain legislation The reporting requirements applying to clients and auditors are legally enforceable and are located within the following legislation and standards: � ISA 250 Consideration of Laws and Regulations in an audit of financial statements � Section 45 of the Auditing Profession Act, 2005 � Close Corporations Act, no. 69 of 1984 � Regulation 29 of the Companies Act no. 71 of 2008 � Section 19(4) Financial Advisory and Intermediary services act, no. 37 of 2002 � Section 28, 28A and 29 of the Financial Intelligence Centre Act, no. 38 of 2001 (FICA) � Regulation 67 and 68 of the National Credit Act, no. 34 of 2005 � Section 12 of the Protection of Constitutional Democracy against Terrorist and Related Activities Act, no. 33 of 2004 (POCDATARA) � Section 34 of the Prevention and Combating of Corrupt Activities Act, no. 12 of 2004 (PRECCA) � Section 225 of the Code of Conduct for Professional Accountants. - Non-Compliance with Laws and Regulations (NOCLAR) During this webinar I will explain whose duty it is to report, what must be reported, the maximum penalties for failing to report and the Regulator/ Entity to which the report should be made to.


Course Content:

The following issues regarding the reporting requirements will be discussed and explained: � The auditor and independent reviewer�s consideration of Laws and Regulations during an audit and independent review � Reportable irregularities identified during an audit � Reportable irregularities identified during an Independent Review � Contravention of a provision of the Close Corporations Act � Irregularities or suspected irregularities identified in the conduct or the affairs of an authorised financial services provider � Reporting of cash transactions by accountable and reportable institutions to the Financial Intelligence Centre � Reporting by accountable institutions who has in its possession or under its control property owned or controlled by or on behalf of, or at the direction of: any entity which has committed, or attempted to commit an offence as defined in the Protection of Constitutional Democracy against Terrorist and Related Activities Act, 2004 � Reporting of suspicious transactions by all businesses to the Financial Intelligence Centre � Reporting in terms of regulation 67 when performing an assurance engagement in accordance with the guidelines issued by the National Credit Regulator � Reporting the offence of theft, fraud, extortion, forgery or uttering a forged document, involving an amount of R100 000 i.t.o PRECCA � Responding to Non-Compliance with Laws and Regulations (NOCLAR)


Course Objective:


Who Should Attend?

The seminar will be of interest to all professional accountants in public practice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Badenhorst


Overview:

A topic that causes a lot of uncertainty in the profession is that of insolvency, mainly because there are different types of insolvencies that must be considered by the accounting professional. Accounting professionals also have a duty to report these insolvencies whilst performing certain types of engagements. Information about these insolvencies and how to deal with them are not always readily available, therefore I have decided to put together this presentation in order to assist practitioners in this regard.


Course Content:

During this presentation I will be answering the following questions. What is the difference between the following? 1. Technical or factual insolvency 2. Commercial insolvency 3. Financially distressed 4. Going concern problems 5. Fraudulent or reckless conduct 6. Common law fraud When does any form of insolvency becomes an irregularity? When does insolvency constitute an offence or infringe a statutory or common rule? When should the auditor report insolvencies? When should the independent reviewer report insolvencies? When should the accounting officer report insolvencies? When must the directors of a company perform a solvency and liquidly test? Under which circumstances will the Commission issue a notice to a company to cease trading? What effect will the following have on the insolvency position of a company? 1. Subordination agreements 2. Letter of comfort 3. Guarantees 4. Letter of support What type of liability could an auditor, independent reviewer, accounting officer or director of a company of a director incur for not dealing in an appropriate manner with any form of insolvency


Course Objective:


Who Should Attend?

All accounting professionals and their staff will benefit from this presentation.

CaseWare/Probe

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

Pursuant to the Attorneys Act, an attorney needs to create a trust bank account for keeping clients monies. This trust account and its records should be audited and the auditors have to report in a specific format to the Law Society of South Africa, on specific issues of each registered attorney. Attorney�s accountants and auditors alike have to ensure that they have a working knowledge of the rules regarding the trust account to fulfil their respective duties. This session is aimed at providing delegates with theoretical knowledge on the rules surrounding the trust account. It also provides an overview of the duties of the auditor with regards to this account as well as a practical example of the working papers on CaseWare. Please note that this session is based on the current Attorney�s Act. The Legal profession Act might bring about some changes, but until it is finalised the current Act is still law, and as such it is imperative that we comply. The CaseWare template will also be explained in this session.


Course Content:

What are the legislation applicable to attorneys What is a trust account and why do attorneys need one What is the attorneys fidelity fund and what is their function Different types of trust accounts o Section 78(1) General account o Section 78(2)(a) General investment account o Section 72(2A) Specific investment account What are the responsibilities of the attorney with regards to their trust fund What happens with bank charges and interest on the trust account How should the trust account be managed, including how and when transfers can be made The engagement process i.r.o. ISAE 3000 (revised) IRBA guide for registered auditors on engagements on attorneys trust accounts Working papers on CaseWare


Course Objective:

The objective of this course is to provide delegates with a basic understanding of attorneys trust accounts and the requirements relating to the managing of the trust account. Delegates will also be provided with an understanding of the requirements of ISAE 3000 (revised) as well as the IRBA guide. The CaseWare template will also be explained in this session.


Who Should Attend?

This session will be beneficial to any attorney, accountant for attorneys and auditors who perform engagements on attorneys trust accounts

Draftworx

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

XBR Are your clients asking you as the auditor / accountant what XBRL / iXBRL is, and you are left tongue-tied? The Companies Amendment bill will make submission of financial statements using XBRL compulsory to all companies as part of their annual return submission. Are you ready? Join us for a quick start guide on the implications of this XBRL requirement from the CIPC.


Course Content:

Our upcoming webinar will focus on the following aspects: What is XBRL? Who is affected by the XBRL requirement? What is now required of my entity? Where did this requirement come from? How can I use DraftWorx to help me submit my financials in XBRL format?


Course Objective:


Who Should Attend?

This will be a basic training session aimed at Company / Close Corporation owners Other individuals who file their clients annual returns. Compilers / prepares of financial statements Auditors, accountants and consultants who need to provide feedback to clients.

Ethics

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with the practical application of the fundamental principles of the Code of Professional Conduct by means of case studies and recent disciplinary matters. The basic principles of Professional Indemnity (PI) insurance will be explained, as well as the lessons the professional accountant can learn from PI trends to avoid ethical dilemmas.


Course Content:

Brief recap of the fundamental principles of the Code of Professional Conduct Recent disciplinary matters and the application of the fundamental principles Professional Indemnity (PI) insurance explained, trends explored and guidance given on practice risk management Lessons to be learned from disciplinary and PI trends


Course Objective:

The aim of this session is to provide practical guidance to accountants to (hopefully) avoid making the same ethical mistakes as others have, and thereby avoid the stress and trauma of litigation and disciplinary hearings. The ethical fundamental principles will be supported by practical experience from disciplinary and PI trends.


Who Should Attend?

Any accountant seeking to learn from the mistakes of others and thereby gain experience in exercising professional judgment through these disciplinary lessons. Accountants seeking to gain an understanding of the need for PI insurance and related risk management for their practices.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with general principles of ethics, to refresh and reinforce these concepts for professional accountants. The presentation will also look at recent amendments and proposed amendments to the Code of Professional Conduct, and highlight changes that professional accountants may need to make in order to comply with the general principles. Guidance will be given as to how professional accountants can try and minimise the chance of ethical transgressions.


Course Content:

What is ethics? The accounting professional Code of Professional Conduct o General application of the Code (fundamental principles, threats, safeguards) o Update on recent amendments and proposed amendments to the Code Guidance on identifying and dealing with ethical threats


Course Objective:

The aim of this session on the ethics fundamental principles and recent updates to the Code is to provide a refresher to all accountants on the importance of ethical behaviour by professional accountants, of their (changed) ethical responsibilities as professionals, as well as provide some guidance on how to deal with ethical issues. The accountant should be able to identify ethical dilemmas and threats, and be able to apply appropriate safeguards to reduce the threats or eliminate them completely.


Who Should Attend?

Any accountant requiring an update on the ethics fundamental principles, or seeking some guidance on how to deal with ethical dilemmas.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with the practical application of the fundamental principles of the Code of Professional Conduct by means of actual legal and disciplinary case studies.


Course Content:

Case study of Supreme Court of Appeal case involving accountants Brief recap of the fundamental principles of the Code of Professional Conduct Application of the fundamental principles to the main case study Disciplinary case studies and the application of the fundamental principles Lessons to be learned Solving ethical dilemmas


Course Objective:

The aim of this session is to provide practical guidance to accountants to (hopefully) avoid making the same ethical mistakes as others have, and thereby avoid the stress and trauma of litigation and disciplinary hearings.


Who Should Attend?

Any accountant seeking to learn from the mistakes of others and thereby gain experience in exercising professional judgment through these disciplinary lessons.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with the general principles of the accountants Code of Professional Conduct highlighting recent changes. In particular, the impact of the implementation of sec 90(2) of the Companies Act 2008 on the independence requirements of the Code will be looked at. Practical case studies will also be discussed, in order to illustrate the application of the fundamental principles.


Course Content:

What do we understand ethics to mean? Do we need an ethics code? The accounting profession Code of Professional Conduct o General application of the Code (fundamental principles, threats, safeguards) o Application of the principles to accountants in public practice o Application of the principles to accountants in business Case studies Solving ethical dilemmas


Course Objective:

The aim of this session on the ethics fundamental principles is to provide a refresher to all accountants of their ethical responsibilities as professionals, as well as provide some guidance on how to deal with ethical issues. The accountant should be able to identify ethical dilemmas and threats, and be able to apply appropriate safeguards to reduce the threats or eliminate them completely.


Who Should Attend?

Any accountant requiring an update on the ethics fundamental principles, or seeking some guidance on how to deal with ethical dilemmas.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with the application of the fundamental principles, threats and safeguards of the accountants� professions� Code of Professional Conduct to a number of case studies. A look at disciplinary trends as well as disciplinary trends of trainee accountants will wrap up the 3 module series on ethics.


Course Content:

Case studies � the practical application of the fundamental principles to ethical dilemmas facing professional accountants Disciplinary trends Trainee Accountant disciplinary trends


Course Objective:

The aim of this session is to provide practical guidance to accountants by means of some case studies. A look at disciplinary trends (as well as disciplinary trends for trainee accountants) will hopefully help the attendees to not make the same mistakes as their colleagues.


Who Should Attend?

Any accountant and trainee accountant seeking to gain experience in the exercise of their professional judgement, and seeking to learn from the unfortunate mistakes of others through the disciplinary lessons.

Level: Intermediate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with general principles of ethics, and why it is important to reinforce these concepts for professional accountants every year. The presentation will look at the Enron / Arthur Andersen and Fidentia cases as the reason why we should not underestimate the importance of ethical conduct by professional accountants. Looking at some recent research on why good people sometimes do bad things and the effect a number-crunching culture can have on view of ethics, the presentation will then deal with how the profession seeks to keep professional accountants off the ethical slippery slope, by re-examining the fundamental principles contained in the Code of Professional Conduct. Guidance will be given as to how professional accountants can reinforce their prevention focus to minimise the chance of ethical transgressions by looking at the practical application of the fundamental principles of the Code of Professional Conduct by means of case studies and recent disciplinary matters.


Course Content:

What is ethics? The Enron and Fidentia case studies Why is ethics important for accountants? Why do good people do bad things? The Ford Pinto case study The accounting professional Code of Professional Conduct o General application of the Code (fundamental principles, threats, safeguards) Application of the fundamental principles to three case studies Disciplinary matters and the application of the fundamental principles Lessons to be learned Six pillars of character Solving ethical dilemmas


Course Objective:

The aim of this session on the ethics fundamental principles is to provide a refresher to all accountants on the importance of ethical behaviour by professional accountants, of their ethical responsibilities as professionals, as well as provide some guidance on how to deal with ethical issues. The accountant should be able to identify ethical dilemmas and threats, and be able to apply appropriate safeguards to reduce the threats or eliminate them completely.


Who Should Attend?

Any accountant requiring an update on the ethics fundamental principles, or seeking some guidance on how to deal with ethical dilemmas.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Lynette Badenhorst


Overview:

The general public demand that professional accountants maintain a high ethical and professional standard in order to maintain public confidence in the accountancy profession. Because of these high expectations, we have a well-structured code of ethics in place. The Code of Ethics and Conduct (the Code) is binding on all members of the accounting profession, and any partner (or director) in a practice. However, it is also binding on the staff of such a practice, regardless of whether or not they are members of a professional body The term �quality control� is used to describe the measures taken by a practice to comply with ethical, professional and legal requirements and to deliver services of a consistently high quality and standards. A properly implemented quality control system goes a long way towards this, encompassing a firm�s organisational structure, policies and procedures. Ethics and quality control is a cornerstone of the profession standards and related legislation. Without it, there would be an increased risk of non-compliance and this would pose a significant risk to the professional accountant, the firm, their clients, the accounting profession, as well as the financial and economic markets. Firms are obliged to provide training to all their professional staff members on quality control. For the first time, we will be presenting a seminar to all accounting professionals and their staff members that combines these two important aspects of your practice.


Course Content:

Why does your firm need the new Quality Control and Ethics manual? Guidance on how to establish a system of quality control Assigning responsibilities for the implementation of a system of quality control General ethical and independence requirements applicable to all accounting practices Policies and procedures for the acceptance and continuance of client relationships Human resources policies and procedures Policies and procedures addressing engagement performance Monitoring the system of quality control Complying with the professional code of conduct regarding ethics and independence Independently complied vs internally compiled Independence requirements for audit and review requirements other than Public Interest Entities Independence requirements for audit clients who require statutory audits in terms of the of the Companies Act 71 of 2008 Independence requirements for independent reviews Independence requirements for audit clients who are Public Interest Entities Responding to Non-Compliance with Laws and Regulations (NOCLAR) during different types of engagements Reportable irregularities for audits and independent review engagements Tax practice


Course Objective:

None


Who Should Attend?

All accounting professionals and their professional staff members who are providing assurance and independent review services in their practices.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with fundamental principles, threats and safeguards of the accountants professions Code of Professional Conduct. A reminder of some recent updates to the Code will be dealt with briefly, and some time will be spent on NOCLAR FAQs as well as the thinking behind MAFR.


Course Content:

Unpacking the Code of Professional Conduct Fundamental principles Threats Safeguards Recent updates to the Code, focussing on NOCLAR and MAFR


Course Objective:

The aim of this session on the fundamental principles, threats and safeguards of the Code is to provide a reminder and refresher to all accountants of their formal ethical requirements, and bringing the Code up-to-date with the latest amendments.


Who Should Attend?

Any accountant requiring an update on the ethics fundamental principles that they are required to follow in terms of their being a member of a professional accounting organisation (PAO).

Level: Intermediate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Caryn Maitland


Overview:

Its that time of the year again, where we are needing to consider and chat about the many ethical challenges that we face as accountants. This session is intended to be an informal question and answer workshop, so please email me your thoughts and dilemmas, otherwise feel free to bring them on the day for discussion.


Course Content:

The session will be structured using the Code of Professional Conduct, fraud considerations and reporting responsibilities as a framework


Course Objective:

In the accounting profession there will always be a conflict between Commercialism and Professionalism, with ethics often taking the brunt. The objective of this session is to look at the many ethical challenges we face as accountants and to debate the actions to be taken in terms of the Code of Professional conduct.


Who Should Attend?

All accountants and auditors within the profession

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Jan Dijkman


Overview:

The presentation deals with the importance of the individual in ethical-decision making. In the light of the recent accounting scandals, the question is asked whether having ethical rules for the profession really helps. A look at recent research emphasises the importance of the individual being ethically aware. Some guidance will also be given on how to be an ethical leader.


Course Content:

What is ethics? Why the emphasis on ethics? The importance of the in ethics Why good people do bad things recent research Being an ethical leader (or a leader in ethics)


Course Objective:

The aim of this session on ethics is to create and reinforce an awareness of ethics in all the situations we face in our professional lives on a daily basis, and bring home to attendees the importance of their decision whether or not to act ethically. It also aims to assist them to provide ethical leadership in their environments.


Who Should Attend?

Any accountant wanting to understand the importance of ethics in their professional lives, as well as those seeking to provide ethical leadership in their environments.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Yvonne Rossouw


Overview:

On public concerns that professional accountants do not respond to non-compliance committed by their clients due to confidentiality clauses, a lack of guidance and resignation before these issues are addressed, the IESBA responded by revising the code of professional conduct to specifically address the Professional accountants responses to these non-compliances (NOCLAR). These changes place an increased responsibility on all Professional accountants, not just auditors, to consider and respond to possible NOCLAR. As such it is important for all professional accountants to be aware of these responsibilities. This session covers the new section within the code of conduct, and the steps that needs to be taken by professional accountants, whether as an auditor, tax practitioner, Professional accountant in business, or any other capacity.


Course Content:

What are the reasons for new standard and why is it necessary to respond to NOCLAR? What is a NOCLAR? Who needs to comply with this section in the code? Types of laws and regulations and exclusions of the scope What does it mean for non-compliance to become known? What should be done when non-compliance is identified or becomes known? o Senior PAs in business o PA in public practice who provides assurance engagements o Other PAs in business o PAs in public practice who provides services other than audits What does it mean to obtain an understanding of the matter? Who should you discuss the matter with and what should be discussed? When should you take further action and what should these further action be? Should the matter be disclosed to an authorised body? o When are you prohibited from disclosure? What needs to be documented


Course Objective:

After attending this course, delegates will have a thorough understanding of the requirements of the code of conduct and the responsibilities of a professional accountant when they become aware of any NOCLAR, including further reporting and documentary requirements.


Who Should Attend?

All professional accountants that needs to comply with the code of conduct and trainee accountants, irrespective of their position or capacity.

Financial Planning

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Ian Van Greunen


Overview:

Are our skill sets, our ability generate an income and the duration of our working careers enough to guarantee us success of Wealth for that matter?


Course Content:

Earn Enough Income (when is enough going to be enough!) What steps should I be taking right now to get me to my lifestyle goals Income generating Capacity How long to work Protecting your current earning ability for your working life (an in-depth investigation) Live Below Your Means Status Objects???? Million Dollar Choices Put Your Money To Work Financial Independence The consequence of promotional increases to your income Protect what you got


Course Objective:

To highlight to practitioners and professionals that despite their qualifications and experience, it is so easy to fall into the same money traps clients step into. This brief seminar will look at this subject from a different angle and throw new light onto how we manage our professional money


Who Should Attend?

All practitioners and their staff

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Ian Van Greunen


Overview:

Are our skill sets, our ability generate an income and the duration of our working careers enough to guarantee us success of Wealth for that matter?


Course Content:

Live Below Your Means Status Objects???? Million Dollar Choices Debt and how to eliminate it (a fun en enlightening process! Put Your Money To Work Financial Independence The consequence of promotional increases to your income Protect what you got


Course Objective:

To highlight to practitioners and professionals that despite their qualifications and experience, it is so easy to fall into the same money traps their clients step into. This brief seminar will look at this subject from a different angle and throw new light onto how we manage our �professional money and avoid debt!


Who Should Attend?

All practitioners and their staff

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Ian Van Greunen


Overview:

Are our skill sets, our ability generate an income and the duration of our working careers enough to guarantee us success of Wealth for that matter?


Course Content:

Put Your Money To Work Financial Independence The consequence of promotional increases to your income Vehicles to consider (both normal and abnormal Can I determine how fast I want my money to grow? How does this affect the end game? Protect what you got


Course Objective:

To highlight to practitioners and professionals that despite their qualifications and experience, it is so easy to fall into the same money traps their clients step into. This brief seminar will look at this subject from a different angle and throw new light onto how we manage our professional money and avoid debt!


Who Should Attend?

All practitioners and their staff

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Ian Van Greunen


Overview:

Are our skill sets, our ability generate an income and the duration of our working careers enough to guarantee us success of Wealth for that matter? This session will have a lot of practical examples to use and is intended to be light-hearted and very informative.


Course Content:

Protect what you got Life insurance is NOT a swear word! Making our assets count when they are needed most Vehicles to consider to protect your wealth Why I need a last will and testament, and what happens if I dont have one? How can I determine my financial planner is not a shark When and how often do I meet with my financial planner


Course Objective:

To highlight to practitioners and professionals that despite their qualifications and experience, it is so easy to fall into the same money traps their clients step into. This brief seminar will look at this subject from a different angle and throw new light onto how we manage our “professional money and avoid debt!


Who Should Attend?

All practitioners and their staff

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Ian Van Greunen


Overview:

Driven by the ever increasing general apathy to efficient, holistic estate planning, and at the same time a growing desire to protect and pass on wealth, more people are considering engaging with holistic estate planning, as part of their wealth accumulation strategy. This encompasses thee elements: Estate Planning: When, What and Why, engage with a professional estate planner. Compiling a Last Will and Testament: Including pitfalls and the use of testamentary trusts. Inter Vivos Trusts: Why, are these still relevant and miss-use of trusts especially in divorce. This two-part webinar of two hours per session, is a must attend for any professional who is serious about their wealth and their planning, as well as for those individuals who have never embraced holistic financial planning before.


Course Content:

Why Estate Planning What is Estate Planning What would influence my advice on Estate Planning Estate Duty Other Duties and Taxes Options to reduce Estate Duty Requirements of a Legal Last Will and Testament The Last Will and Testament as an Estate Planning Tool Pitfalls in drafting of a Last Will and Testament Questions


Course Objective:

Legislation around Estate Taxes (Wealth taxes), are starting to grab the headlines more and more. In an environment where the Government has run out of room to increase income taxes and corporate taxes, the last place to turn to is the perceived so-called �Wealthy�. This has driven the desire to be wiser around estate taxes firstly and secondly by engaging with an estate planning professional as a financial coach and guide is becoming more and more prevalent, not only in South Africa, but globally as well. Throughout this two- part series we will delve in depth into these issue as stated above, and deal with them from a practical and informative angle to make the course participant confident in moving forward with their holistic wealth planning.


Who Should Attend?

All practitioners and their staff who deal with Will and Trusts and advise their clients around estate planning techniques. This series will also appeal to those who are interested in learning more about the elements of holistic wealth planning and how to engage with a financial planner with confidence going forward.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Ian Van Greunen


Overview:

Driven by the ever increasing general apathy to efficient, holistic estate planning, and at the same time a growing desire to protect and pass on wealth, more people are considering engaging with holistic estate planning, as part of their wealth accumulation strategy. This encompasses thee elements: Estate Planning: When, What and Why, engage with a professional estate planner. Compiling a Last Will and Testament: Including pitfalls and the use of testamentary trusts. Inter Vivos Trusts: Why, are these still relevant and miss-use of trusts especially in divorce. This two-part webinar of two hours per session, is a must attend for any professional who is serious about their wealth and their planning, as well as for those individuals who have never embraced holistic financial planning before.


Course Content:

Testamentary Trusts Execution of a Will � Duties and Responsibilities of the Executor Is an Inter Vivos Trust still relevant Latest developments in Trust Legislation Pros and Cons of an Inter Vivos Trust Misuse of a Trust during Divorce


Course Objective:

Legislation around Estate Taxes (Wealth taxes), are starting to grab the headlines more and more. In an environment where the Government has run out of room to increase income taxes and corporate taxes, the last place to turn to is the perceived so-called �Wealthy�. This has driven the desire to be wiser around estate taxes firstly and secondly by engaging with an estate planning professional as a financial coach and guide is becoming more and more prevalent, not only in South Africa, but globally as well. Throughout this two- part series we will delve in depth into these issue as stated above, and deal with them from a practical and informative angle to make the course participant confident in moving forward with their holistic wealth planning.


Who Should Attend?

All practitioners and their staff who deal with Will and Trusts and advise their clients around estate planning techniques. This series will also appeal to those who are interested in learning more about the elements of holistic wealth planning and how to engage with a financial planner with confidence going forward.

IFRS

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Anton Van Wyk


Overview:

The long-awaited approved changes to the IFRS for SMEs were released on 25 May 2015. These changes have a material impact on the preparation of the financial statements of small and medium-sized enterprises (SMEs). The revaluation subsequent measurement model has been introduced for property, plant and equipment and the calculation of deferred taxation has been brought in line with IAS 12 Income Taxes in full IFRSs. These and other changes are dealt with in this upcoming seminar.


Course Content:

The latest improvements, amendments and changes to the IFRS for SMEs as issued on 25 May 2015.


Course Objective:

To bring the preparer of financial statements for small and medium-sized enterprises (SMEs) up to date with the APPROVED improvements, amendments/changes to the IFRS for SMEs, as issued on 25 May 2015.


Who Should Attend?

Preparers of financial statements of SMEs Independent reviewers of financial statements of SMEs Auditors of financial statements of SMEs Any persons in a financial role working with IFRS for SMEs Persons in need of continuing professional development (CPD)

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

An overview of the 56 amendments to the IFRS for SMEs (issued May 2015)


Course Objective:

To provide an executive summary of the amendments effected to the IFRS for SMEs in May 2015. All amendments will be covered in the webinar. Certain amendments are covered in greater detail in upcoming webinars in the series.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Level: Advanced

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The long-awaited approved changes to the IFRS for SMEs were released on 25 May 2015. These changes have a material impact on the preparation of the financial statements of small and medium-sized enterprises (SMEs). The revaluation subsequent measurement model has been introduced for property, plant and equipment and the calculation of deferred taxation has been brought in line with IAS 12 Income Taxes in full IFRSs. These and other changes are dealt with in this upcoming seminar


Course Content:

The latest improvements, amendments and changes to the IFRS for SMEs as issued on 25 May 2015.


Course Objective:

To bring the preparer of financial statements for small and medium-sized enterprises (SMEs) up to date with the APPROVED improvements, amendments/changes to the IFRS for SMEs, as issued on 25 May 2015.


Who Should Attend?

Preparers of financial statements of SMEs Independent reviewers of financial statements of SMEs Auditors of financial statements of SMEs Any persons in a financial role working with IFRS for SMEs Persons in need of continuing professional development (CPD)

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Business combinations, the treatment of goodwill and the preparation of consolidated annual financial statements for SMEs


Course Objective:

To give consideration to the calculation of goodwill in a business combination (i.e. how is goodwill calculated) and gain an understanding of the requirements when preparing consolidated annual financial statements.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Developments relating to integrated reporting and its benefits to the SME and accountant


Course Objective:

To investigate the topic of ...integrated reporting", what it entails and what the benefits are to the SME.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Financial instruments and their accounting principles made understandable, including an analysis of liabilities versus equity


Course Objective:

To understand financial instruments and their accounting principles better in terms of the requirements of the IFRS for SMEs. Sections 11, 12 and 22 of the IFRS for SMEs need not be a nightmare to apply. These can be simplified!


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

With the IASB completing their convergence project with the USA, the last projects have been finalised, being IFRS 15 Contracts with Customers and IFRS 16 Leases The much-anticipated International Financial Reporting Standard (IFRS 15) on Revenue from Contracts with Customers and IFRS 16 on Leases has finally made it past numerous exposure drafts and discussions. IFRS 15 is critically important to get to grips with as it addresses one of the most fundamental and important numbers in our financial statements being Revenue, whilst leasing explores the concept of capitalising ALL leases We will introduce you to the standards and take you through the what has changed, and the new thought process that needs to be applied. These two standards both follow the concept of �one size fits � accounting which is very different from the existing way we think. This workshop will look at the principles of the new standards regarding the existing accounting treatment and explain the challenges presented by both. The two main questions addressed will be IFRS 15 Contract with customers Unpacking performance obligation and when can you recognise revenue? IFRS 16 Leases What happened to finance and operating leases?


Course Content:

We will look the following elements of IFRS 15: 1) The Scope of the Standard 2) Identifying a contract and a performance obligation 3) Determining, measuring and allocating the transaction price 4) Dealing with contract costs 5) Presentation and disclosure issues We will look the following elements of IFRS 16: 1) The Scope of the Standard 2) What is a lease? Right of use concept 3) What has changed for lessees and lessors? 4) Presentation and disclosure issues


Course Objective:

After attending this webinar, delegates will be aware of how the paradigm has shifted when it comes to thinking of and applying the new standards. They will be able to identify the performance obligations with a contract and be able to account for them accordingly, as well as account for leases appropriately


Who Should Attend?

Any person who preparers reads, or makes decisions based on financial statements. Auditors accountants in practice as well as accountants in business will benefit from this webinar.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

The much-anticipated International Financial Reporting Standard (IFRS 15) on Revenue from Contracts with Customers has finally made it past numerous exposure drafts and discussions. IFRS 15 is critically important to get to grips with as it addresses one of the most fundamental and important numbers in our financial statements being Revenue, We will introduce you to the standard and take you through the what has changed, and the new thought process that needs to be applied. The ne accounting standards coming through follow the concept of �one size fits all� accounting which is very different from the existing way we think, as well as making the contract King. This workshop will look at the principles of the new standard regarding the existing accounting treatment and explain the challenges presented. The main questions addressed will be: Who is your customer? What does your contract say? What have you promised and what are you getting? What challenges does this present? How do you communicate this to your users in the financial statements?


Course Content:

We will look the following elements of IFRS 15: 1) The Scope of the Standard 2) Identifying a contract and a performance obligation 3) Determining, measuring and allocating the transaction price 4) Dealing with contract costs 5) Presentation and disclosure issues


Course Objective:

After attending this webinar, delegates will be aware of how the paradigm has shifted when it comes to thinking of and applying the new standard. They will be able to identify the performance obligations with a contract and be able to account for them accordingly.


Who Should Attend?

Any person who preparers reads, or makes decisions based on financial statements. Auditors accountants in practice as well as accountants in business will benefit from this webinar.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

The much-anticipated IFRS 16 on Leases has finally made it past numerous exposure drafts and discussions. IFRS 16 dealing with leases will be coming into effect soon. This is a dramatic moment as it introduces a single model of accounting for lessee accounting, effectively doing away with operating and finance leases for lessees. As almost every entity rents assets, this will hit the financials with a bang. This webinar will look at the principles of the new standard regarding the existing accounting treatment and explain the challenges presented in accounting for leases as a lessee and lessor going forward. We will also refresh the current treatment so as to understand the significance of the changes.


Course Content:

We will look the following elements of IFRS 16: 1) The Scope of the Standard 2) What is a lease? Right of use concept 3) What has changed for lessee�s and lessors? 4) Presentation and disclosure issues


Course Objective:

After attending this webinar, delegates will be aware of how the paradigm has shifted when it comes to thinking of, and applying the new standard. Delegates will also be able to identify the performance obligations with a contract and be able to account for them accordingly, as well as account for leases appropriately.


Who Should Attend?

Any individual who prepares, reads or makes decisions based on financial statements will benefit from attending this webinar. Auditors and accountants in practice, as well as accountants in business, will also benefit.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

Following the 2008/2009 financial crisis, the reporting and disclosure of financial instruments was interrogated and endured much criticism. This lead the international standard setters to re-evaluate the existing standards and embark on a project to revamp and simplify the accounting and disclosure of financial instruments, hence IFRS 9 was born. This project was phased in and completed last year. This webinar will explore the evolution of financial instruments, and how we account and disclose these transactions in modern times


Course Content:

We will look the following elements of IFRS 9 1) The definitions of financial instruments 2) Primary vs derivative instruments and the role of hedging 3) When and how do we recognise financial instruments? 4) Initial and subsequent measurement of financial instruments 5) Derecognition of financial instruments 6) Presentation and disclosure issues


Course Objective:

After attending this webinar, delegates will be aware of how the paradigm has shifted when it comes to thinking of and applying the new standards. They will be able to identify the performance obligations with a contract and be able to account for them accordingly, as well as account for leases appropriately


Who Should Attend?

Any person who preparers reads, or makes decisions based on financial statements. Auditors accountants in practice as well as accountants in business will benefit from this webinar.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 1 takes a look at the IFRS for SMEs framework as a whole, highlighting the various financial statements and amendments where applicable


Course Content:

Session 1: o Small And Medium-Sized Entities o Concepts And Pervasive Principles o Financial Statement Presentation o Statement Of Financial Position o Statement Of Comprehensive Income And Income Statement o Statement Of Changes In Equity And Statement Of Income And Retained Earnings o Statement Of Cash Flows o Notes To The Financial Statements We will simplify pertinent elements of the theory. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework. Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This Course will cover both the major (PPE and deferred tax) and minor amendments to the 2009 IFRS to SME standard, as well as a refresher on the key principles and policies that make IFRS for SMEs the fair presentation standard for general financial reporting that it is. At the same time, we will highlight the differences between IFRS for SME and full IFRS on various topics.


Course Content:

Session 1 Overview and Introduction o Overview of IFRS for SMEs and changes o Scope o Pervasive Principles o Structure of financial statements o First time adoption


Course Objective:

After attending these sessions, a delegate will have an understanding as to how the 2009 IFRS for SMEs standard has been amended in 2015. A delegate will also have the opportunity to refresh their overall SME knowledge and understanding as well as appreciate the differences between full IFRS and IFRS for SMEs


Who Should Attend?

Any person working with IFRS for SMEs or analysing financials prepared using IFRS for SMEs

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This Course will cover both the major (PPE and deferred tax) and minor amendments to the 2009 IFRS to SME standard, as well as a refresher on the key principles and policies that make IFRS for SMEs the fair presentation standard for general financial reporting that it is. At the same time, we will highlight the differences between IFRS for SME and full IFRS on various topics.


Course Content:

Session 2 Group Accounting and Financial Instruments o Group Accounting o Accounting policies, estimates and errors o Financial instruments and liabilities vs equity o Inventories o Biological assets


Course Objective:

After attending these sessions, a delegate will have an understanding as to how the 2009 IFRS for SMEs standard has been amended in 2015. A delegate will also have the opportunity to refresh their overall SME knowledge and understanding as well as appreciate the differences between full IFRS and IFRS for SMEs


Who Should Attend?

Any person working with IFRS for SMEs or analysing financials prepared using IFRS for SMEs

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This Course will cover both the major (PPE and deferred tax) and minor amendments to the 2009 IFRS to SME standard, as well as a refresher on the key principles and policies that make IFRS for SMEs the fair presentation standard for general financial reporting that it is. At the same time, we will highlight the differences between IFRS for SME and full IFRS on various topics.


Course Content:

Session 3 Assets o Investment Property o Property, plant and equipment o Intangible assets o Leases o Provisions o Borrowing costs o Impairments


Course Objective:

After attending these sessions, a delegate will have an understanding as to how the 2009 IFRS for SMEs standard has been amended in 2015. A delegate will also have the opportunity to refresh their overall SME knowledge and understanding as well as appreciate the differences between full IFRS and IFRS for SMEs


Who Should Attend?

Any person working with IFRS for SMEs or analysing financials prepared using IFRS for SMEs

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This Course will cover both the major (PPE and deferred tax) and minor amendments to the 2009 IFRS to SME standard, as well as a refresher on the key principles and policies that make IFRS for SMEs the fair presentation standard for general financial reporting that it is. At the same time, we will highlight the differences between IFRS for SME and full IFRS on various topics.


Course Content:

Session 4 Performance and Tax o Revenue o Government grants o Share based payments and employee benefits o Foreign currency transactions o Subsequent events o Related parties o Taxation o Other issues o Worked example


Course Objective:

After attending these sessions, a delegate will have an understanding as to how the 2009 IFRS for SMEs standard has been amended in 2015. A delegate will also have the opportunity to refresh their overall SME knowledge and understanding as well as appreciate the differences between full IFRS and IFRS for SMEs


Who Should Attend?

Any person working with IFRS for SMEs or analysing financials prepared using IFRS for SMEs

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 2 takes a look at the Consolidated and Separate Financial Statements, Business Combination sections as well as Accounting Policies, Errors and Estimates, Events After the Reporting Period and also various forms of Liabilities and Equity


Course Content:

Session 2: o Consolidated And Separate Financial Statements o Business Combinations And Goodwill o Accounting Policies, Estimates And Errors o Events After The End Of The Reporting Period o Provisions And Contingencies o Liabilities And Equity We will simplify pertinent elements of the theory. We will look at rudimentary journal entries. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework. Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 3 takes a look at the sections relating to Financial Instruments, Inventories as well as Leases


Course Content:

Session 3: o Basic Financial Instruments o Other Financial Instruments o Inventories o Leases We will simplify pertinent elements of the theory. We will look at rudimentary journal entries. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework. Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 4 takes a look at the sections relating to Investments in Associates / Joint Ventures, Investment Property, Property Plant and Equipment, Intangibles and Impairments


Course Content:

Session 4: o Investments in Associates o Investments in Joint Ventures o Investment Property o Property, Plant and Equipment o Intangibles o Impairment We will simplify pertinent elements of the theory. We will look at rudimentary journal entries. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework. Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 5 takes a look at the sections relating to Revenue, Government Grants, Borrowing Costs, Share-Based Payments, Employee Benefits


Course Content:

Session 5: o Revenue o Government Grants o Borrowing Costs o Share-Based Payments o Employee Benefits We will simplify pertinent elements of the theory. We will look at rudimentary journal entries. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

IFRS for SMEs is the most widely adopted accounting framework Internationally as well as in South Africa. Recognising the fact that most organisations have adopted this framework, ProBeta Training has developed a series of training session webinars to help you build a solid base on the IFRS for SMEs framework including amendments, as well as highlighting disclosure requirements so as to streamline financial statement preparation and reporting. Our aim is to assist trainees, audit practitioners and also accountants in business to establish a practical understanding of the Standards, referred to as �Sections� in the IFRS for SMEs framework. Session 6 takes a look at the sections relating to Income Tax, Foreign Currency Translation, Hyperinflation, Related Party Disclosure, Specialised Activity and Transition to IFRS for SMEs


Course Content:

Session 6: o Income Tax o Foreign Currency Translation o Hyperinflation o Related Party Disclosure o Specialised Activity o Transition to IFRS for SMEs We will simplify pertinent elements of the theory. We will look at rudimentary journal entries. We will aim to draw comparisons between IFRS for SMEs and full-IFRS especially in areas of disclosure and annotations to financial statements.


Course Objective:

We seek to empower you as a professional accountant in accounting and audit by: Establishing a practical understanding of the standards / sections Helping you understand why transactions are accounted for the way they have been Simplifying the financial statement reporting process by breaking down the presentation and disclosure requirements


Who Should Attend?

Accountants in business whose firms have adopted IFRS for SMEs as the accounting framework. Auditors in a South African context, so as to successfully enable them to identify and assess the application of the framework.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Principles relating to the recognition of revenue in the annual financial statements of SMEs


Course Objective:

To understand the requirements of the IFRS for SMEs in respect of recognition of revenue arising from sale of goods, rendering of services, interest, royalties etc.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Property, plant and equipment versus investment property, including the principles of the subsequent revaluation of property, plant and equipment in terms of the May 2015 amendments to the IFRS for SMEs


Course Objective:

To be able to distinguish between the identification and accounting treatment of investment property versus property, plant and equipment and to also gain a better understanding of the revaluation model that has been introduced as a possible subsequent measurement model for classes of property, plant and equipment.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

Provisions, contingent liabilities and contingent assets and the correct application of their principles in the annual financial statements of SMEs


Course Objective:

To inform accountants of the correct application of the principles relating to liabilities especially relating to the most misunderstood liability of all: PROVISIONS. What are the considerations when recognising liabilities including provisions.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

In May 2015, the International Accounting Standards Board (IASB) issued the approved amendments to the International Financial Reporting Standard (IFRS) for Small and Medium-sized Enterprises (SMEs). One of the major amendments was the introduction of the option to subsequently measure property, plant and equipment in terms of the revaluation measurement model. This webinar explores particularly this amendment and sheds more light on its implications.


Course Content:

To update accounting professionals on the implications of the IFRS for SMEs allowing the subsequent revaluation of items of property, plant and equipment. To equip accountants with enough information to correctly recognise and measure, but also present and disclose property, plant and equipment in terms of the revaluation subsequent measurement model in the financial statements of an SME.


Course Objective:

The webinar deals with the accounting recognition, measurement, presentation and disclosure of items of property, plant and equipment of SMEs subsequently measured in terms of the revaluation measurement model. Practical examples are also discussed relating to the topic.


Who Should Attend?

Chartered accountants, auditors and professional accountants requiring CPD points. Preparers of financial statements of Small and Medium-sized Enterprises (SMEs). Professional accountants performing independent reviews on annual financial statements. Financial managers and financial directors dealing with the IFRS for SMEs. Any person with a keen interest in updating their knowledge about the particular amendment to the IFRS for SMEs.

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

The accounting principles relating to leases in the annual financial statements of SMEs


Course Objective:

To understand the accounting treatment (including identification) of leasing transactions in the accounting records of SMEs.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

The accounting principles relating to specialised activities (e.g. agriculture, mining etc.), incorporating the May 2015 amendments to the IFRS for SMEs in terms of the incorporation of the principles of IFRS 6 Exploration for and Evaluation of Mineral Resources


Course Objective:

To gain an understanding of the accounting principles contained in the IFRS for SMEs relating to specialised activities (mining, agriculture etc.). Furthermore, the entire IFRS 6 Exploration for and Evaluation of Mineral Resources (i.e. full IFRSs) has been incorporated in the IFRS for SMEs an overview of this aspect is also given.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

The calculation of deferred tax for SMEs in terms of the May 2015 amendments to the IFRS for SMEs


Course Objective:

To investigate the changes to the calculation of deferred tax brought about by the amendments to the IFRS for SMEs in May 2015. Deferred tax calculation has been aligned in full with IAS 12 Income Tax in full IFRSs. How is deferred tax calculated now versus before?


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The new International Financial Reporting Standard (IFRS) 16 Leases


Course Content:

o IFRS 16 Leases


Course Objective:

To obtain an understanding of the underlying principles contained in the recently released new IFRS 16 dealing with lease accounting


Who Should Attend?

Preparers of IFRS-based financial statements Financial managers Chartered and Professional Accountants Any accountants requiring CPD hours/points

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

The principles relating to foreign currency translation in the annual financial statements of SMEs


Course Objective:

To understand how to account for differences arising from changes in foreign exchange rates in the accounting records of SMEs.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

SAIPA Individuals: R 316.25 (Incl. VAT)

Non-SAIPA Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Anton Van Wyk


Overview:

The next amendments to the IFRS for SMEs are scheduled to be published in the 2018 calendar year and many accounting professionals and practitioners are searching for a comprehensive approach to become updated with the current version of the IFRS for SMEs before the 2018 updates are published. Furthermore, no time is wasted in traffic to attend seminars in expensive hotels. The webinar series is fully online and the only requirements are a decent internet connection and a laptop or PC.


Course Content:

The scope of the IFRS for SMEs and an overview of important aspects relating to presentation (face of AFS) and disclosure (notes to AFS) in the annual financial statements of SMEs (including illustrative financial statements, and presentation and disclosure checklists)


Course Objective:

To gain a proper understanding of the scope of the IFRS for SMEs when may the IFRS for SMEs be applied and when not? Furthermore, an overview of presentation and disclosure is provided in this webinar.


Who Should Attend?

All accountancy professionals with a vested interest in financial reporting, including chief financial officers, financial managers, compilers of annual financial statements, independent reviewers of annual financial statements and any accountants, bookkeepers, consultants and other persons desiring a more in-depth working knowledge financial reporting.

Income tax

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

The National Budget Speech is always a highly-anticipated event and this year is no exception, with a new Finance Minister and the anticipation of tax hikes. This webinar will provide an overview and brief analysis of the tax proposals announced by the Minister on 21 February 2018.


Course Content:

The webinar will cover a brief overview of the current state of the National Budget and explanation and analysis of the tax changes including � Tax rates, rebates and exemptions CGT rules Travel and subsistence rates Transfer Duty Estate Duty Trusts Companies Other


Course Objective:

Participants will understand and be able to evaluate the impact of the proposed tax amendments and be able to manage their tax affairs and/or advise clients accordingly.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

As the second provisional tax deadline for individuals, trusts and many companies looms at the end of February, now is an opportune time to get up to date with the provisional tax rules. Mistakes made in provisional tax calculations and processes can be extremely costly due to the penalties that are charged, and the time consumed in resolving problems


Course Content:

Who is a "provisional taxpayer" Requirements of a provisional taxpayer Calculating estimated taxable income and provisional tax liability Interest Penalties When can penalties be waived


Course Objective:

This webinar explains the ins and outs of provisional tax for individuals, companies and trusts, the penalties that can be charged, how the penalties are calculated and how to apply for penalties to be waived. Recent amendments to the provisional tax rules will also be explained.


Who Should Attend?

All tax practitioners, accountants, trainees, auditors, financial managers and bookkeepers will benefit from attending this webinar.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

The National Budget Speech is always a highly-anticipated event and this year is no exception, with a new Finance Minister and the anticipation of tax hikes. This webinar will provide an overview and brief analysis of the tax proposals announced by the Minister in his annual budget speech.


Course Content:

The webinar will cover a brief overview of the current state of the National Budget and explanation and analysis of the tax changes including Tax rates, rebates and exemptions CGT rules Travel and subsistence rates Transfer Duty Estate Duty Trusts Companies Other


Course Objective:

Participants will understand and be able to evaluate the impact of the proposed tax amendments and be able to manage their tax affairs and/or advise clients accordingly.


Who Should Attend?

Tax advisors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who is interested in tax and the economy!

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Lynette Badenhorst


Overview:

The impact that any budget announcements and amended tax acts have on businesses and an individual are always significant. This year will be no exception. To inform accounting professionals and tax practitioners about all the newly promulgated and imminent tax amendments Probeta Training will be presenting an on-line presentation, for 5 consecutive days from the 25th of February to the 1nd of March 2019. The presentation will focus on being practical and relevant, discussing new and pending legislation and covering some of the key areas announced in the 2019 Budget Speech. Electronic notes will be made available to all registered delegates on the day of the presentation. Assessments and certificates will also be available for CPD purposes. Please note that each delegate who attends this webinar will receive a ProBeta Tax Guide for free in electronic format.


Course Content:

The following topics will be covered: 2019 budget � tax proposals Practical explanations of key amendments in the Taxation Laws Amendment Act 2018 Rates and Monetary Amounts and Amendment of Revenue Laws Act 2018 A discussion of key amendments in the Tax Administration Laws Amendment Act 2018. Some of the topics that will be covered in detail are: Estate duty and donations tax Medical credits s 6A and 6B Loans for employee housing Seventh Schedule para 11(4) Retirement fund benefits: Provident fund annuitisation date Use of offshore trusts to avoid tax Deemed accrual for income/CG accruing to a non-resident Loans to trusts and certain companies Interest repaid to SARS Transfer of asset between spouses Interest of non-resident persons in immovable property Fruitless and wasteful expenditure Debt relief provisions Share buy-backs and dividend stripping Doubtful debt allowance Debt-financed acquisitions Venture capital companies Employment tax incentives Amendments to certain capital gains tax provisions Cryptocurrencies Amendments to the Vat Provisions Amendments to the Tax Administration Act Brief overview of the most important court cases Other relevant topics


Course Objective:


Who Should Attend?

All accounting professionals, tax professionals, financial directors, financial managers, bookkeepers, payroll administrators

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Lynette Badenhorst


Overview:

The impact that any budget announcements and amended tax acts have on businesses and an individual are always significant. This year will be no exception. To inform accounting professionals and tax practitioners about all the newly promulgated and imminent tax amendments Probeta Training will be presenting an on-line presentation, for 5 consecutive days from the 25th of February to the 1nd of March 2019. The presentation will focus on being practical and relevant, discussing new and pending legislation and covering some of the key areas announced in the 2019 Budget Speech. Electronic notes will be made available to all registered delegates on the day of the presentation. Assessments and certificates will also be available for CPD purposes. Please note that each delegate who attends this webinar will receive a ProBeta Tax Guide for free in electronic format.


Course Content:

The following topics will be covered: 2019 budget tax proposals Practical explanations of key amendments in the Taxation Laws Amendment Act 2018 Rates and Monetary Amounts and Amendment of Revenue Laws Act 2018 A discussion of key amendments in the Tax Administration Laws Amendment Act 2018. Some of the topics that will be covered in detail are: Estate duty and donations tax Medical credits s 6A and 6B Loans for employee housing Seventh Schedule para 11(4) Retirement fund benefits: Provident fund annuitisation date Use of offshore trusts to avoid tax Deemed accrual for income/CG accruing to a non-resident Loans to trusts and certain companies Interest repaid to SARS Transfer of asset between spouses Interest of non-resident persons in immovable property Fruitless and wasteful expenditure Debt relief provisions Share buy-backs and dividend stripping Doubtful debt allowance Debt-financed acquisitions Venture capital companies Employment tax incentives Amendments to certain capital gains tax provisions Cryptocurrencies Amendments to the Vat Provisions Amendments to the Tax Administration Act Brief overview of the most important court cases Other relevant topics


Course Objective:


Who Should Attend?

All accounting professionals, tax professionals, financial directors, financial managers, bookkeepers, payroll administrators

Level: Advanced

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

This webinar is aimed at providing an overview of the processes and responsibility related to the administration of a deceased estate.


Course Content:

This seminar will cover the following areas Who needs to register the Estate? Forms required by the Masters Office Responsibility of the Executors


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Managing a deceased estate A working knowledge of the paper work required Identifying the common problem areas in deceased estates This course will briefly cover the taxation implications (Estate Duty and Normal Tax), however this is not an in depth calculation.


Who Should Attend?

This course would be useful for all staff who have a responsibility to manage deceased estates. It will cover the administrative responsibilities as well as providing an overview of the legal requirements for the executor. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

The need to reorganise ones affairs has moved out of the elite and into the mainstream. With the need for the protection a corporate entity provides, many traditional ownership structures are no longer working. This session aims to unpack the provisions of s 42 of the Income Tax Act and provide you with a working overview of the requirements.


Course Content:

The aim of this session is to an answer to the following questions : What is an asset for share transaction? What are the requirements? Are there any anti avoidance provisions What are the common pitfalls What are administrative requirements?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Identify a valid s42 transaction Understand and identify the main risks when entering into a s 42 transaction Understand how the consideration must be treated in the contract. Understand and be able to account for all aspects of the transaction for tax purposes Understand the anti avoidance provisions


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Lynette Badenhorst


Overview:

Die impak wat enige aankondigings in die begroting en wetswysingings het op besighede en individue, is altyd wesenlik. Hierdie jaar sal geen uitsondering wees nie. Die Minister van Finansies se Begrotingsrede sal op 21 Februarie 2018 plaasvind. Probeta gaan op 5 Maart 2018 ��n webinar aanbied om professionele rekeningkundige en belastingpraktisyns in te lig oor al die nuut gepromulgeerde en dreigende belastingwysigings. Die aanbieding sal daarop fokus om prakties en relevant te wees, en besprekings insluit van die nuwe en voornemende wetgewing en ook van die fokus areas wat aangekondig word in die 2018 Begrotingsrede. Die notas sal elektronies beskikbaar gemaak word vir al die geregistreerde kursusgangers op die dag van die webinaar. Assesserings en sertifikate sal ook vir VPO-doeleindes uitgereik word. Let asseblief daarop dat elke kursusganger wat hierdie webinaar bywoon, ook gratis 'n elektroniese ProBeta Belastinggids sal ontvang.


Course Content:

Die volgende onderwerpe sal gedek word: 2018 begroting - belastingvoorstelle Praktiese verduidelikings van sleutelwysigings in die Wysigingswet op Belastingwette 2017 Wet op Skale en Monet�re bedrae en Wysiging van Inkomstewette 2017 'n Bespreking van sleutelwysigings in die Wysigingswet op Belastingadministrasiewette 2017. Van die onderwerpe wat in detail bespreek sal word, is: Belastingverligting vir bedingingsrade met betrekking tot nie-voldoening aan belasting Beperking van die inkomste vrystelling van buitelandse besoldiging inkomste Maatre�ls om belastingvermyding deur middel van trusts te voorkom Uitsluit van ekwiteitsgebaseerde aansporingskemas in die vorms van trusts uit maatre�ls om belasting vermyding te voorkom deur die gebruik van trusts Belas van ekwiteitsgebaseerde aansporingskemas Oordrag van aftreefondsvoordele na die normale aftree-ouderdom, maar voor aftreedatum Die 12-maande beperking verwyder om by 'n nuwe gevestigde pensioen- of voorsorgfonds aan te sluit Aftrekkings ten opsigte van bydraes tot aftreefondse Beurse aan leerders met gestremdhede Uitstel van die vereistes vir die annualisering van voorsorgfondse Die aanspreek van die belastingbehandeling van skuld wat vir dormante groepmaatskappye verbeur is Belastinghantering van die omskakeling van skuld in ekwiteit en die kunsmatige terugbetaling van skuld Die aanspreek van die misbruik van die toegevoegde belastingkapitaal vereistes Wisselwerking tussen die "in duplum"-re�l en statut�re belastingwetgewing Belastingimplikasies vir die aanname van voorwaardelike aanspreeklikhede ingevolge die korporatiewels Uitbreiding van die omvang van nie-verhalingsre�l vir risikokapitaal-maatskappye Duidelikheid rakende die belasting op toegevoegde waarde met betrekking toe huurverbeteringe BTW-ondernemer status van munisipaliteite Duidelikheid rakende die nulkoersleweing van internasionale reisversekering Dienste gelewer in verband met sekere roerende eiendom gele� in 'n uitvoer land Goedere verskaf tydens die vervaardiging van goedere wat tydelik ingevoer is Alle opdaterings van die Belastingadministrasiewet Ander relevante onderwerpe


Course Objective:


Who Should Attend?

Alle rekeningkundige professionele persone, belastingpersoneel, finansi�le direkteure, finansi�le bestuurders, boekhouers, salarisadministreerders

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Lynette Badenhorst


Overview:

The impact that any budget announcements and amended tax acts have on businesses and an individual are always significant. This year will be no exception. The Finance Minister's Budget Speech will take place on the 21st of February 2018. To inform accounting professionals and tax practitioners about all the newly promulgated and imminent tax amendments Probeta Training will be presenting an on-line presentation, for 5 consecutive days from the 26th of February to the 2nd of March 2018. The presentation will focus on being practical and relevant, discussing new and pending legislation and covering some of the key areas announced in the 2018 Budget Speech. Electronic notes will be made available to all registered delegates on the day of the presentation. Assessments and certificates will also be issued for CPD purposes. Please note that each delegate who attends this webinar will receive a printed ProBeta Tax Guide for free.


Course Content:

The following topics will be covered: 2018 budget tax proposals Practical explanations of key amendments in the Taxation Laws Amendment Act 2017 Rates and Monetary Amounts and Amendment of Revenue Laws Act 2017 A discussion of key amendments in the Tax Administration Laws Amendment Act 2017. Some of the topics that will be covered in detail are: Tax relief for bargaining councils regarding tax non-compliance Limitation of foreign employment income exemption Measures to prevent tax avoidance through the use of trusts Excluding employee share scheme trusts from measures to prevent tax avoidance through the use of trusts Taxation of employee share- based schemes Transferring retirement fund benefits after reaching normal retirement age but before retirement date Removing the 12-month limitation on joining newly established pension or provident fund Deduction in respect of contributions to retirement funds Bursaries to learners with disabilities Postponement of annuitisation requirement for provident funds Addressing the tax treatment of debt forgone for dormant group companies Tax treatment of conversion of debt into equity and artificial repayment of debt Addressing abuse of contributed tax capital provisions Interaction between the �in duplum� rule and statutory tax legislation Tax implications of the assumption of contingent liabilities under the corporate reorganisation rules Extending the scope of non-recoupment rule for venture capital companies Clarifying the value added tax treatment of leasehold improvements VAT vendor status of municipalities Clarifying the zero-rating of international travel insurance Services supplied in connection with certain movable property situated in an export country Goods supplied during the manufacturing of goods temporarily imported All updates to the Tax Administration Act Other relevant topics


Course Objective:


Who Should Attend?

All accounting professionals, tax professionals, financial directors, financial managers, bookkeepers, payroll administrators

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

This course is designed for delegates that need an introduction to Capital Gains Tax. It is not intended to be a comprehensive session but aims to explain the basic principles of CGT. No prior knowledge is required for this course.


Course Content:

a. How does CGT fit into the Income Tax model b. What is a CGT event and when does it occur? c. Determining Base Cost d. Determining Proceeds e. Exclusions f. Loss Limitations vs roll over relief g. Problem areas


Course Objective:

1. After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in all situations and environments: a. To which transactions does the Eighth Schedule apply? b. What are proceeds? c. What is Base Cost? d. A brief understanding of exclusions, roll over relief and loss limitations


Who Should Attend?

Any person who is looking to gain an understanding of Capital Gains Tax would benefit from this course. It would also benefit anyone who is responsible for the tax affairs of an entity to gain an awareness of the areas they may need specialist advice in. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Wessel Smit


Overview:

Since the increase in the Capital Gains Tax (CGT) inclusion rates two years ago, the impact of CGT on the disposal of assets has become a significant cost to the transaction and has become an important factor in deciding on the disposal and acquisition of assets, including investment decisions.


Course Content:

This seminar will include a short overview of the CGT rules, but will focus mainly on the practical impact of CGT transactions, including fixed property and share transactions. Detail case studies will be dealt with during the seminar including the latest developments & court case


Course Objective:


Who Should Attend?

Accountants, auditors, tax practitioners, financial planners, attorneys and any person involved in capital gains related transactions.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Capital gains tax has been in existence for close to twenty years, and remains one of the complex areas of tax legislation, with costly pitfalls for the unwary! Make sure that you are up to date on critical aspects of capital gains tax. This webinar will cover some of the key aspects of the Eighth Schedule and explain some of the more risky provisions, with clear examples to ensure that you understand how to apply the legislation.


Course Content:

- How do capital gains fit into the tax calculation? - When must a capital gain be recognised? - How to determine proceeds? - How to determine base cost? - When are capital losses disallowed? - Key CGT issues for investors - Key CGT issues for small business


Course Objective:

Delegates will know how to apply the most important provisions in the Eighth Schedule to avoid making costly mistakes.


Who Should Attend?

Tax advisors, investors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who deals with capital gains tax.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Capital gains tax has been in existence for close to twenty years, and remains one of the complex areas of tax legislation, with costly pitfalls for the unwary! Make sure that you are up to date on critical aspects of capital gains tax. This webinar will cover some of the key aspects of the Eighth Schedule and explain some of the more risky provisions, with clear examples to ensure that you understand how to apply the legislation.


Course Content:

- How do capital gains fit into the tax calculation? - When must a capital gain be recognised? - How to determine proceeds? - How to determine base cost? - When are capital losses disallowed? - Key CGT issues for investors - Key CGT issues for small business


Course Objective:

Delegates will know how to apply the most important provisions in the Eighth Schedule to avoid making costly mistakes.


Who Should Attend?

Tax advisors, investors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who deals with capital gains tax.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Company distributions have significant tax considerations for all parties concerned, including the company itself, intermediaries and shareholders. Not all distributions are as obvious and easy to measure as cash dividends: other transactions may unsuspectingly fall into the scope of dividends tax and/or capital gains tax, posing as significant tax risk if not identified and measured correctly.


Course Content:

� Dividends tax and capital gains tax and how they apply to o Cash dividends o Dividends in specie o Returns of capital and contributed tax capital � Income tax effects of local and foreign dividends � Deemed dividends on interest-free loans � Hybrid debt instruments


Course Objective:

Participants in this webinar will be able to understand what is meant by the terms �dividend� and �return of capital� in the Income Tax Act and appreciate the broad range types of transactions that fall within its scope and the various tax implications that arise. The main anti-avoidance provisions relating to company distributions will be explained. Practical examples will be used to explain the difficult concepts and aid understanding.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

Professionals often have similar questions around business transactions: know what to debit and credit for accounting, but what about the income tax and deferred tax implication need to audit the current and deferred tax calculation, but how does it even work again want to invest in an asset / take out a loan, but will there be a cash tax saving? To be the complete professional accountant, auditor, tax practitioner and finance professional, one should be able to recognise and appreciate the tax effect of every transaction. Understanding the flow of a transaction from initiation in the accounting records to the corresponding tax-computation impact, as well as the resulting deferred tax effect -- is what makes you THE go-to-professional. Join us for a two-hour refresher as we go back to basics on how to: Compute the tax effect of normal business transactions, as well as, Understand how deferred tax works, and help you calculate a deferred tax liability / asset. Be informed, ready.


Course Content:

Transactions / Balances considered for accounting and tax impact on this course: PPE, Investment Property, Intangible Assets, Inventory, Debtors, Creditors, Prepayments, Income in Advance, Provisions Revenue, Deferred Revenue, Cost of Sales, Other Income / Expenses


Course Objective:

Our goal is to get rid of any uncertainty or apprehension towards current and especially deferred tax. Secondly, our goal is to also improve your ability to recognise the tax effect of a given transaction / balance, be it a current or deferred tax effect, which will strengthen the quality of your contribution to your clients and organisation.


Who Should Attend?

Professional accountants, auditors and tax practitioners. Trainee accountants who may have a gap (accounting / tax) in their pool of audit knowledge. All other financial professionals who need to be refreshed on their accounting and tax knowledge.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Over the last couple of years National Treasury and SARS have spent a significant amount of time and effort amending the law surrounding the treatment of debt write offs. In the last year, this effort was expanded to include dividend stripping. Are you up to date? The latest round of changes (including the newly released 2018 Draft Amendments) represent a fundamental shift in how these items are taxed. Don�t be caught unawares!


Course Content:

The aim of this session is to cover the core ideas of debt compromises in s 19 and para 12A of the Eighth Schedule and how they interact with the anti avoidance provisions in s22B and para 43A of the Eighth Schedule.


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: � Understand what is meant by �debt compromise resulting in a debt benefit� � Understand the consequences of such a debt compromise � Understand which exemptions are available � Understand how the dividend stripping provisions in s22B and para 43A work � Have an awareness of the triggers for these sections in any contract


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Over the last couple of years National Treasury and SARS have spent a significant amount of time and effort amending the law surrounding the treatment of debt write offs. This is often seen as interchangeable with the concept of debt forgiveness. Does it matter which side of the fence you are on?


Course Content:

The aim of this session is to cover the core ideas of debt compromises in s 19 and para 12A of the Eighth Schedule. We however want to take this a step further and look at the consequences for the holder of the loan as well can you claim s11(i)? Do you have CGT consequences? What about connected person issues?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understand what is meant by �debt compromise resulting in a debt benefit Understand the consequences of such a debt compromise Understand which exemptions are available Understand when s11(i) can be claimed Understand the s11(j) doubtful debts allowance Be able to determine the CGT consequences for the holder Understand how the relationship between the holder and issuer can impact the tax consequences.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Donations Tax has really come into the public mind again with the introduction of s7C. The aim of this course is to provide a refresher on when Donations Tax should be charged and how it needs to be administered.


Course Content:

The course is designed to provide the attendee with a detailed overview of Donations Tax and how it works. In particular, it will cover: What is a donation? What items are subject to Donations Tax? What exemptions are available? What are the administrative requirements?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: How to identify dutiable transactions How to calculate the duty Understanding the administrative requirements.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

International Tax is no longer confined to a couple of specialist industries and companies. Globalisation has left its mark and more and more trade is happening across borders. Do you understand the tax consequences of that? Do you understand how a Double Taxation Treaty works? The aim of this series is to demystify these documents and help you make informed decisions.


Course Content:

A detailed discussion on the basic concepts contained in the Double Taxation Agreements Residency and tie breaker rules Permanent Establishment Place of effective management Business Profits Dividends/Royalties/Interest A detailed look at the DTAs signed with United Kingdom Netherlands Mauritius Australia


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding the impact of the Double Taxation Agreements on the workings of normal South African tax rules. Being able to apply and read the provisions of a particular DTA Have an understanding of the basic principles that are used to draft DTAs


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

International Tax is no longer confined to a couple of specialist industries and companies. Globalisation has left its mark and more and more trade is happening across borders. Do you understand the tax consequences of that? Do you understand how a Double Taxation Treaty works? The aim of this series is to demystify these documents and help you make informed decisions.


Course Content:

A detailed discussion on the basic concepts contained in the Double Taxation Agreements Residency and tie breaker rules Permanent Establishment Place of effective management Business Profits Dividends/Royalties/Interest A detailed look at the DTAs signed with United Kingdom Netherlands Mauritius Australia


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding the impact of the Double Taxation Agreements on the workings of normal South African tax rules. Being able to apply and read the provisions of a particular DTA Have an understanding of the basic principles that are used to draft DTAs


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 0 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

International Tax is no longer confined to a couple of specialist industries and companies. Globalisation has left its mark and more and more trade is happening across borders. Do you understand the tax consequences of that? Do you understand how a Double Taxation Treaty works? The aim of this series is to demystify these documents and help you make informed decisions.


Course Content:

A detailed discussion on the basic concepts contained in the Double Taxation Agreements Residency and tie breaker rules Permanent Establishment Place of effective management Business Profits Dividends/Royalties/Interest A detailed look at the DTAs signed with United Kingdom Netherlands Mauritius Australia


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding the impact of the Double Taxation Agreements on the workings of normal, South African tax rules. Being able to apply and read the provisions of a particular DTA. Have an understanding of the basic principles that are used to draft DTAs.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 552.00 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In the 2018 TLAB SARS has decided to extend the Employment Tax Incentive until 28 February 2024. This will give employers another five years in which to benefit from this incentive, but do you know what it entails?


Course Content:

Our upcoming webinar will focus on aspects including: Background to the ETI Qualifying criteria Disqualification Calculating the amount of the Incentive Process for claiming the incentive Roll over amounts Documentary requirements Practical pitfalls Implications for other taxes


Course Objective:

Join us in this session, where we will be looking at how you can qualify for this incentive and what the benefits are. We will also be taking a look at the documentary requirements and the practical pitfalls that might cause you to lose your incentive.


Who Should Attend?

This session is beneficial for all HR personnel, tax practitioners and consultants.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

This course is aimed at providing an in depth view into the calculation of Estate Duty. It will focus on three key areas. One, what is property? Two, how do I value property? Three, how do I calculate the Duty payable?


Course Content:

This seminar will cover the following areas Definition of property and deemed property Valuation of property Calculation of dutiable amount (this will include deductions and other adjustments) Calculation of Estate Duty payable after accounting for rebates Administrative provision


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Calculation of the value of the Estate Calculation of Estate Duty Determining the liability for Estate Duty Complying with the administrative provisions for the submission of Estate Duty\ This course will not cover the Administration of the Deceased Estate.


Who Should Attend?

This course would be useful for all staff who have a responsibility to submit Estate Duty returns. The course will provide guidance with regard to the appropriate valuation techniques that must be used for assets. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Foreign exchange is becoming an everyday occurrence for almost every taxpayer. This is due to increased offshore investment for individuals, globalisation of trade and even just because of easier travel. Do you fully understand how to correctly reflect these transactions in your tax return?


Course Content:

The aim of this session is to cover the core ideas of s24I, s25D and para 43 of the Eighth Schedule and how they apply to foreign exchange items. The main topic areas to be covered are: How do I translate transactions? Translation requirements for foreign debts or foreign assets Calculation of capital gains or losses with respect to foreign assets Special Rules housed in these sections


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding whether they should translate transactions Understanding which foreign items need to be translated Understanding how to calculate a capital gain or loss for foreign assets Understanding the rules with respect to loans and connected persons


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibile for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

With the tax season around the corner, it is imperative that all tax payers and tax practitioners understand which medical expenses they can claim, and how to do this. Can you claim that Doctor� bill the medical aid did not cover from tax? How about that pharmacy bill, or even the vitamins you bought to stock up for winter? Uninformed individuals might have given you advice on what to claim and how to do this, and that advice might be very incorrect, to your detriment. Make sure you understand what you can and cannot claim, and how this calculation is made, so that you can comply with tax legislation. This session is aimed at explaining the medical tax credits in detail by discussing the guide. This to ensure that delegates are aware of what they may claim, how much they can claim, and when they cannot claim. This is especially important for tax payers with disabilities, or the elderly, or tax practitioners who have dependents who are disable or elderly, as they specifically have different rules.


Course Content:

What is the two different types of credits that can be claimed and how are they different? o Section 6A rebate o Section 6B rebate Qualifying persons for whom contributions may be claimed Meaning of a dependent Qualifying contributions Qualifying medical expenses not paid by medical aid Expenditure incurred outside the republic Qualifying disability expenditure Physical impairment Amount of medical scheme fees tax credit to be deducted How to claim this credit How to object should this be disallowed


Course Objective:

By the end of this course, delegates will have a clear understanding of what medical expenses can be included when calculating your tax credit, how this calculation is done, and what will happen if you do this incorrectly. This session will focus specifically on the yearly calculations for Income tax submission purposes, and not on monthly PAYE.


Who Should Attend?

Any and all tax payers who are doing their own tax return and need guidance on how to deal with medical expenses, Any and all tax practitioners, as well as employees who perform these calculations for clients.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

With the tax season around the corner, it is imperative that all tax payers and tax practitioners understand which medical expenses they can claim, and how to do this. Can you claim that Doctor�s bill the medical aid did not cover from tax? How about that pharmacy bill, or even the vitamins you bought to stock up for winter? Uninformed individuals might have given you advice on what to claim and how to do this, and that advice might be very incorrect, to your detriment. Make sure you understand what you can and cannot claim, and how this calculation is made, so that you can comply with tax legislation. This session is aimed at explaining the medical tax credits in detail by discussing the guide. This to ensure that delegates are aware of what they may claim, how much they can claim, and when they cannot claim. This is especially important for tax payers with disabilities, or the elderly, or tax practitioners who have dependents who are disable or elderly, as they specifically have different rules.


Course Content:

What is the two different types of credits that can be claimed and how are they different? Section 6A rebate Section 6B rebate Qualifying persons for whom contributions may be claimed Meaning of a �dependent� Qualifying contributions Qualifying medical expenses not paid by medical aid Expenditure incurred outside the republic Qualifying disability expenditure Physical impairment Amount of medical scheme fees tax credit to be deducted How to claim this credit How to object should this be disallowed


Course Objective:

By the end of this course, delegates will have a clear understanding of what medical expenses can be included when calculating your tax credit, how this calculation is done, and what will happen if you do this incorrectly. This session will focus specifically on the yearly calculations for Income tax submission purposes, and not on monthly PAYE.


Who Should Attend?

Any and all tax payers who are doing their own tax return and need guidance on how to deal with medical expenses, Any and all tax practitioners, as well as employees who perform these calculations for clients.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Employers carry substantial responsibilities under the Income Tax Act, most significant of which are the obligations to determine and withhold the correct amount of employees� tax and pay that over to SARS by due date. There are also extensive reporting obligations on employers. Failure to meet these responsibilities accurately and timeously results in costly penalties and interest and tie spent resolving queries from SARS. The webinar provides a useful overview of the responsibilities of employers, tax amendments in 2017 that affect payrolls and PAYE and the areas of risk currently under the spotlight that must be meticulously managed to minimise exposure to cost and litigation.


Course Content:

The webinar will cover the following: Employers responsibilities under the Income Tax Act Recent Tax amendments Tax certificate changes SARS Rulings Payroll risk areas Penalties: what penalties are charged and how to deal with them


Course Objective:

Participants will know the employers� obligations under the Income Tax Act; understand the 2017 tax amendments that affect payrolls; and understand the areas of specific risk and how they should be managed.


Who Should Attend?

Tax advisors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who deals with SARS and/or payroll matters

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

There has always been much confusion surrounding the VAT consequences of leasehold improvements. Questions such as when does it arise, who should pay as well how much should be paid. The 2017 Tax Amendments look to solve these questions by legislating how leasehold improvements should be accounted for from a VAT point of view.


Course Content:

The aim of this session is to cover the changes in VAT legislation specific to leasehold improvements. This will address: � Why there was confusion? � Who must pay? � When must VAT be declared? � What values must be used? � Any other changes


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: � When to account for output VAT � How to account for the input VAT � Anti avoidance provisions


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Employers carry substantial responsibilities under the Income Tax Act, most significant of which are the obligations to determine and withhold the correct amount of employees� tax and pay that over to SARS by the due date. There are also extensive reporting obligations on employers. Failure to meet these responsibilities accurately and timeously, results in costly penalties and interest and time spent resolving queries from SARS. The webinar provides a useful overview of the responsibilities of employers, tax amendments in 2017 that affect payrolls and PAYE and the areas of risk currently under the spotlight that must be meticulously managed to minimise exposure to cost and litigation.


Course Content:

The webinar will cover the following: Employers responsibilities under the Income Tax Act 2017 tax amendments: Foreign remuneration exemption Bursaries Travel reimbursements included in remuneration Deduction for retirement fund contributions Tax certificate changes SARS Rulings: Employer-provided transport Employment Tax Incentive Payroll risk areas


Course Objective:

Participants will know the employers obligations under the Income Tax Act; understand the 2017 tax amendments that affect payrolls, and understand the areas of specific risk and how they should be managed.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Tax practitioners, accountants and business managers are increasingly faced with having to manage the intricacies of tax penalties and interest. This webinar outlines how penalties and interest arise and provides some tips on how to minimise exposure to penalties and interest. It also explains how to go about getting penalties and interest reduced or waived as efficiently as possible.


Course Content:

Percentage-based penalties on o Employees tax o Provisional tax o VAT o Other Understatement penalties Interest How and when to apply for a waiver or reduction of penalties and/or interest


Course Objective:

Delegates will know how penalties and interest arise, how the various penalties are calculated, how these can be avoided through proper management and, where penalties and interest have been charged, how to go about getting waivers or reductions.


Who Should Attend?

Tax practitioners, taxpayers, accountants, business owners and managers, bookkeepers and anyone else who deals with tax.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice. Matters to be covered: � General Developments. � Practical issues (email me). � Draft guide on Venture Capital Companies. � Interpretation Note 3 (Issue 2) - resident: DEFINITION IN RELATION TO A NATURAL PERSON � ORDINARILY RESIDENT. � Interpretation Note 9 (Issue 7) � SMALL BUSINESS CORPORATIONS. � Interpretation Note 51 (Issue 5) �PRE-TRADE EXPENDITURE AND LOSSES � BPR 304 - DEBT REDUCTION AND SUBSEQUENT LIQUIDATION OF DEBTOR. � BPR 305 - REGISTRATION OF UNITS IN THE NAME OF THE BENEFICIAL OWNERS.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: � Advance Tax Rulings; � Interpretation Notes; � Court Judgments; � General Developments; � Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFO�s or any person providing tax or tax related advice.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advise, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice. � Tax News Flash. � General Developments. � Practical issues (email me). � Interpretation Note 87 (Issue 2) - Headquarter companies. � Interpretation Note 93 (Issue 2) - The taxation of foreign dividends. � XYZ CC v CSARS (ITC13868) - Application in terms of rule 56(1)(b) of the Rules of the Tax Court for default judgement against the taxpayer in terms of section 129(2) of the TAA. (27 February 2019) � Interpretation Note 17 (Issue 5) - Employees' tax: Independent contractors. � Purlish Holdings v CSARS (76/18) [2019] ZASCA 04 (26 February 2019). � Listing reportable and excluded arrangements in terms of sections 35(2) and 36(4) Draft revised notice (Due date for comments: 8 March 2019). � Interpretation Note 1 (Issue 3) � Provisional tax estimates. � Binding General Ruling (Vat) 49 - Supply and importation of sanitary towels (pads) (15March 2019) � SARS Dispute Resolution & Judgments 2019 � 2013.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: � Advance Tax Rulings; � Interpretation Notes; � Court Judgments; � General Developments; � Practical issues;


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFO�s or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: � Advance Tax Rulings; � Interpretation Notes; � Court Judgments; � General Developments; � Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: Advance Tax Rulings; Interpretation Notes; Court Judgments; General Developments; Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: Advance Tax Rulings; Interpretation Notes; Court Judgments; General Developments; Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: Advance Tax Rulings; Interpretation Notes; Court Judgments; General Developments; Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: Advance Tax Rulings; Interpretation Notes; Court Judgments; General Developments; Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Nico Theron


Overview:

Regular amendments, judgments and rulings render tax law extremely dynamic. For people providing tax advice, staying abreast of rapidly changing tax law is crucial. Unfortunately, however, time does not always permit the level of dedication required to stay on top of the changes on a regular basis. While an annual refresher course is always great, they often do not cover the nuances when, in fact, nuances may be the difference between right or wrong advice or between great and excellent advice.


Course Content:

In this monthly Webinar, Unicus Tax Specialists SA will cover some of the latest tax developments in the context of the Income Tax Act, VAT Act and Tax Administration Act. Topics include: Advance Tax Rulings; Interpretation Notes; Court Judgments; General Developments; Practical issues.


Course Objective:

The objective of this webinar is to provide the listener with up to date tax law changes, in a simple and relatable manner.


Who Should Attend?

Accountants, Auditors, Lawyers, Tax Advisers, Tax Planners, Financial service providers, Financial Managers, CFOs or any person providing tax or tax related advice.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Tax Administration is becoming one of the most challenging and time-demanding aspects of the work of a tax professional and the various penalty provisions of the Tax Administration Act are the main issue. This webinar outlines, in understandable language and with a very practical focus, the various penalty provisions and how and when they apply. Furthermore, the webinar explains the circumstances in which penalties can be waived or reduced and takes you through the process to obtain such relief. The TAA is very technical and specific and it is essential for every tax professional or business person responsible for managing tax risk, to understand the rules and the process that has to be followed.


Course Content:

Outline of the various penalty provisions in the Tax Administration Act and an explanation of which penalties apply when Circumstances in which one can apply for a penalty to be waived or reduced The objection process The pay-now-argue-later principle and applying for a suspension of payment What to do when there is a problem with the objection process


Course Objective:

Delegates will know how and when the various penalty provisions in the TAA will apply and the circumstances in which the penalties can be reduced or waived as well as the process to be followed in achieving this.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

The increase in the VAT rate on 1 April 2018 requires careful management. At the best of times, VAT is a complex tax and getting it wrong can have very costly and time-consuming consequences. The ramifications of the change in the VAT rate extend into almost every area of a business and may require extensive systems and documentation changes. Although V-day happened on 1 April, there is still time to ensure that you are fully compliant.


Course Content:

When does the new rate apply General time of supply rules Special time of supply rules The special s67A rule: when and how it applies Specifics transactions including rentals, fixed property sales, installment sale agreements, etc How to deal with credit notes, discounts, deposits and bad debts Other relevant issues


Course Objective:

This webinar is explains how the VAT rate increase affects various types of transactions and the necessary administrative adaptations that may be required.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

With the relief provided by section 18B falling away, it is imperative that property developers understand the impact on their VAT liability should they be letting out property on a temporary basis. The change in use can cause significant VAT output that can cause cash flow problems. This session will focus on the VAT implications for property developers, specifically focusing on the VAT liability caused by this change in use


Course Content:

Should Property developers register for VAT? VAT on commercial property VS VAT on residential property Change in use when property is temporarily let Section 18B Temporary relief Value of supply for VAT purposes Time of supply for VAT purposes Impact on property developers


Course Objective:

After this session delegates should be able to identify circumstances in which a property developer would be liable for deemed VAT output and should be able to calculate the amount due.


Who Should Attend?

Property developers and accountants and auditors for property developers.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Provisional Taxes can be a great source of stress for any tax practice. It�s a large amount of work that needs to be completed accurately and quickly to give your clients a chance to pay what is owed. The aim of this course is to provide a refresher on how provisional taxes should be calculated as well as what the consequences are if this is not done right. Empower yourself and your clients to make informed decisions on their provisional taxes!


Course Content:

The course is designed to provide guidance on: What information is required for the provisional tax calculation How the calculation should be done What the consequences are if not done correctly Administrative obligations


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Administration around provisional tax first, second and third provisional tax Assessments for individual taxpayers in 2018 first, second and third provisional tax Assessments for companies in 2018 Penalties and interest Tips and tricks of the trade.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

As the first provisional tax deadline for individuals, trusts and many companies with February year-ends looms at the end of August, now is an opportune time to get up to date with the provisional tax rules. Mistakes made in provisional tax calculations and processes can be extremely costly due to the penalties that are charged and the time consumed in resolving problems. This webinar explains the ins and outs of provisional tax for individuals, companies and trusts, the penalties that can be charged, how the penalties are calculated and how to apply for penalties to be waived. Recent amendments to the provisional tax rules will also be explained.


Course Content:

Who is a "provisional taxpayer" Requirements of a provisional taxpayer Calculating estimated taxable income and provisional tax liability Interest Penalties When can penalties be waived and how does one go about this?


Course Objective:


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Help us at hand for resolving your disputes with SARS! This webinar provides practical, useful guidance on how to navigate the dispute resolution process. Tax Administration, and specifically the process of lodging objections and resolving problems with SARS, is becoming one of the most challenging and time-demanding aspects of the work of a tax professional. Differences in assessments, disallowed expenses and the various penalty provisions of the Tax Administration Act are some of the main issues. This webinar outlines, in understandable language and with a very practical focus, the steps to be taken in resolving disputes with SARS. Furthermore, the webinar explains the circumstances in which penalties can be waived or reduced and takes you through the process to be followed in order to access such relief. The TAA is very technical and specific and it is essential for every tax professional or business person responsible for managing tax risk, to understand the rules of the game and the process to be followed in resolving problems with SARS.


Course Content:

The course content will cover: - Requests for reasons for an assessment - The various penalty provisions and an explanation of which penalties apply when and how the penalties are calculated; circumstances in which penalties can be waived or reduced - The objection process - What to do when there is a problem with the objection process - The pay-now-argue-later principle and applying for a suspension of payment - The SARS complaints management office - When and how to use the Tax Ombud - The SARS Service Charter


Course Objective:

After attending this webinar delegates will know: How and when the various penalty provisions in the TAA will apply The circumstances in which the penalties can be reduced or waived The process to be followed in resolving problems with SARS


Who Should Attend?

Tax advisors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who deals with SARS

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Withholding taxes are a fact of life. Royalties however go beyond just the withholding tax requirements. Are you entitled to a deduction? Is the income capital or revenue? Where is the source of the amount?


Course Content:

This seminar will cover the following areas: What is the source of the royalty? What deductions are available and limitations to those deductions What is tainted intellectual property? Who is responsible? What are my administrative requirements?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Calculation of the royalty Completion of the relevant returns Understanding of the administrative provisions


Who Should Attend?

This course would be useful for all staff who have a responsibility to submit returns. The course will provide guidance with regard to the appropriate valuation techniques that must be used for these items. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Interest expenses and interest income are line items for virtually every single taxpayer. It is however also a section that most people presume they understand. The intent of this section is to provide a detailed discussion on how you are required to account for these everyday items in your tax return.


Course Content:

The aim of this session is to cover the core ideas of s24J and how they apply to interest Instrument versus income instrument Cash flow versus internal rate of return versus yield to maturity Differences in treatment between debt traders and other taxpayers How to account for the early sale of a instrument


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding whether they should use the cash amount or an imputed amount. Understanding how to calculate the imputed amount Understanding how to adjust the tax return for early redemption or sale of instruments Understanding the anti avoidance provisions and special concessions housed in the section.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

Employers sending South African employees on extended foreign secondments face various practical challenges and tax residency is one of them. The challenge also arises on emigration of South African citizens. With the foreign remuneration exemption changing from 2020 it is imperative that companies as well as employees and individuals are aware of the tax consequences on foreign employment and emigration. These consequences go beyond normal income tax and PAYE, and will affect capital gains tax, estate duty as well as certain withholding taxes. This session is aimed at explaining these consequences.


Course Content:

� Determination of tax residency � When do you cease to be a tax resident? � Determination of legal residency � When do you cease to be a legal resident? � Consequences of remaining a tax resident after emigration � Consequences of ceasing to be a tax resident after emigration � The ping-pong effect on tax residency � Exchange control consequences of leaving South Africa


Course Objective:

After this session delegates will understand the tax consequences of foreign employment as well as legal emigration from South Africa.


Who Should Attend?

Individuals who are employed outside of South Africa as well as their employers. Tax practitioners and anyone else who are interested.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Sometimes we just need a place to start. Or to remind ourselves how little we know. This session takes a complete look at Income Tax at a beginner level to provide an overview of the key aspects that every tax practitioner and all their support staff needs to know.


Course Content:

The course is designed to provide an overview of Income Tax and how it impacts the various categories of taxpayers. This course will cover: What is gross income and what other items must be included? What exemptions are available? Deductions and allowances available in the Act for the standard manufacturing or retail taxpayer. What is CGT and how does it work? How do I do a tax calculation? Does it matter what the nature of the taxpayer is? How is the income tax collected?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding which items need to be included in a tax return, be it income or deduction. Having a basic understanding of CGT Calculating tax liability Understanding the difference between provisional tax and income tax


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who prepare the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Sometimes we just need a place to start. Or to remind ourselves how little we know. This session takes a complete look at Income Tax at a beginner level to provide an overview of the key aspects that every tax practitioner and all their support staff needs to know.


Course Content:

The course is designed to provide an overview of Income Tax and how it impacts the various categories of taxpayers. This course will cover: What is gross income and what other items must be included? What exemptions are available? Deductions and allowances available in the Act for the standard manufacturing or retail taxpayer. What is CGT and how does it work? How do I do a tax calculation? Does it matter what the nature of the taxpayer is? How is the income tax collected?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding which items need to be included in a tax return, be it income or deduction. Having a basic understanding of CGT Calculating tax liability Understanding the difference between provisional tax and income tax


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who prepare the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Sometimes we just need a place to start. Or to remind ourselves how little we know. This session takes a complete look at Income Tax at a beginner level to provide an overview of the key aspects that every tax practitioner and all their support staff needs to know.


Course Content:

The course is designed to provide an overview of Income Tax and how it impacts the various categories of taxpayers. This course will cover: What is gross income and what other items must be included? What exemptions are available? Deductions and allowances available in the Act for the standard manufacturing or retail taxpayer. What is CGT and how does it work? How do I do a tax calculation? Does it matter what the nature of the taxpayer is? How is the income tax collected?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding which items need to be included in a tax return, be it income or deduction. Having a basic understanding of CGT Calculating tax liability Understanding the difference between provisional tax and income tax


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who prepare the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Jackie Arendse


Overview:

Tax Administration, and specifically the process of lodging objections and resolving problems with SARS, is becoming one of the most challenging and time-demanding aspects of the work of a tax professional. Differences in assessments, disallowed expenses and the various penalty provisions of the Tax Administration Act are some of the main issues. This webinar outlines, in understandable language and with a very practical focus, the steps to be taken in resolving disputes with SARS. Furthermore, the webinar explains the circumstances in which penalties can be waived or reduced and takes you through the process to be followed in order to access such relief. The TAA is very technical and specific and it is essential for every tax professional or business person responsible for managing tax risk, to understand the rules of the game and the process that has to be followed in resolving problems with SARS.


Course Content:

The course content will look at: - Requests for reasons for an assessment - The various penalty provisions and an explanation of which penalties apply when and how the penalties are calculated; circumstances in which penalties can be waived or reduced - The objection process - What to do when there is a problem with the objection process - The pay-now-argue-later principle and applying for a suspension of payment - the SARS complaints management office - When and how to use the Tax Ombud


Course Objective:

After attending this webinar delegates will know: � How and when the various penalty provisions in the TAA will apply � The circumstances in which the penalties can be reduced or waived � The process to be followed in achieving this � The process to be followed in resolving problems with SARS.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Although most tax incentives apply to businesses, there are some opportunities for individuals to make use of tax incentives and deductions to minimize their personal tax liability. This webinar explains in practical terms what opportunities are available and how these can be accessed.


Course Content:

The following deductions and incentives will be explained: venture capital company incentive donations to charities deductions against company car fringe benefits and travel allowances deduction of home office expenditure deduction for rental properties retirement fund contribution deduction deductions for independent contractors and non-executive directors medical credits tax-free savings accounts


Course Objective:

Participants will be able to identify tax saving opportunities for individuals.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

Small business development is at the heart of the National development Plan, yet there is very limited focus on the taxation of small business. The Davis Tax Committee released their Second and Final Report on Tax Considerations of SMMEs in 2016, with some concerning recommendations. Some of these have been adopted into the tax legislation and further changes are under consideration. This webinar will unpack and explain the latest developments in the taxation of SMMEs. The webinar will focus on practical explanations, evaluating the impact of tax changes on SMMEs and discussing planning opportunities. The webinar will also consider other risk areas that must be considered by SMMEs so that proper planning and management can be done.


Course Content:

Brief background on specific provisions in the taxation of SMMES. Outline of the recent and planned tax changes, including the following: o Turnover Tax o Small Business Corporations o VAT registrations o Small Business Funding Entities o Venture Capital Companies o Employment Tax Incentives o CGT issues o Tax Administration


Course Objective:

Participants will understand the impact of recent tax amendments so that they manage the risks associated with the taxation of SMMEs and plan/advise accordingly.


Who Should Attend?

Tax advisors, taxpayers, accountants, trustees, business owners and managers, bookkeepers and anyone else who deals with SMMEs

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Farming still constitutes a significant contributor to the South African economy. It is however often considered the poor cousin when technical training and support is prepared. The aim of this session is to cover the main areas that are unique to farmers and to provide a detailed understanding of these areas.


Course Content:

This session will aim to cover the following areas Who is a farmer? What constitutes farming income? What are the special provisions that apply to farming? What are the rating formulas and how do they work? An overview of the changes to the Diesel Rebate system


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: How to calculate farming income How to apply the relevant ringfencing provisions How to calculate and apply the relevant farming deductions.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Cross border transactions are complex enough, but when transacting with a connected person, the complexity ramps up due to transfer pricing/profit shifting considerations. This course is designed for delegates that need an introduction to transfer pricing and how it impacts any South African taxpayer. No prior knowledge is required for this course.


Course Content:

a. What is transfer pricing/profit shifting? b. What sections of the Act are applicable? c. An overview of �market value� d. What regulations must I follow? e. On overview of document retention requirements f. What is the OECD and why does it impact this section?


Course Objective:

1.After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in all situations and environments: a. Will the taxpayer have to consider the transfer pricing legislation? b. What are the consequences of having to apply the legislation? c. What are my reporting obligations?


Who Should Attend?

Any person who is looking to gain an understanding transfer pricing would benefit from this course. It would also benefit anyone who is responsible for the tax affairs of an entity to gain an awareness of the areas they may need specialist advice in. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 4 hrs

Presenter: Wessel Smit


Overview:

Need for general proxy Business insurance and estate planning The influence of divorce on estate planning Recent court ruling on valuation of shares Practical Guidelines to Trustees of Trusts Practical Guideline in the preparation of wills Latest on section 7C of the Income Tax Act and interest-fee loans, with practical scenario case studies Looking at the advantages and disadvantages of sole proprietors, from an Estate Duty. Capital Gains Tax (CGT) and Income Tax point of view, taking section 9HA of the income Tax Act as well as other tax and non-tax considerations into account. Restructuring options, and section 42 of the Income Tax Act, assets-for-share transactions roll-over relief possible utilisations, taking into account recent anti-avoidance rules relating to Extraordinary Dividends contained in section 22B of the income Tax Act and par43A of the 8th Schedule. Tax considerations relating to divorce proceedings. Valuation rules for CGT upon death Recent case law and other developments relating to CGT and Estate Duty upon death.


Course Content:

Need for general proxy Business insurance and estate planning The influence of divorce on estate planning Recent court ruling on valuation of shares Practical Guidelines to Trustees of Trusts Practical Guideline in the preparation of wills Latest on section 7C of the Income Tax Act and interest-fee loans, with practical scenario case studies Looking at the advantages and disadvantages of sole proprietors, from an Estate Duty. Capital Gains Tax (CGT) and Income Tax point of view, taking section 9HA of the income Tax Act as well as other tax and non-tax considerations into account. Restructuring options, and section 42 of the Income Tax Act, �assets-for-share transactions� roll-over relief possible utilisations, taking into account recent anti-avoidance rules relating to Extraordinary Dividends contained in section 22B of the income Tax Act and par43A of the 8th Schedule. Tax considerations relating to divorce proceedings. Valuation rules for CGT upon death Recent case law and other developments relating to CGT and Estate Duty upon death.


Course Objective:

None


Who Should Attend?

Accountants, auditors, tax practitioners, financial planners, attorneys and any person involved in capital gains related transactions.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

The introduction of section 7C has changed the trust tax landscape. This amendment, and the subsequent further changes made to the section in 2017, could have a material impact on people associated with or forming trusts, and taxpayers and advisors must be sure that they fully understand the new rules so that they can manage their trusts or advise their clients appropriately.


Course Content:

The webinar will cover the following: Explanation of the new section 7C including examples Tax issues in loans from trusts to others Tax issues where there are loans to and from offshore trusts


Course Objective:

This webinar will fully explain the section 7C affecting loans to trusts so that participants will understand these rules, be able evaluate the impact of the rules and the various alternative planning opportunities that exist. The webinar will also discuss loans made by trusts to others and some of the tax risks involved with loans to and from offshore trusts.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

With the effect of globalisation, and the world becoming increasingly smaller, imports and exports has become a normal business phenomenon for most companies and enterprises. For those registered as VAT vendors, this becomes an increasing problem, to insure they have the correct documents to be able to sell at the zero rate for their exports and not be penalised by SARS.


Course Content:

Our upcoming webinar will focus on the following aspects: Direct exports: New goods and second hand goods o Cartage contractor o Period during which goods must be exported o Documentary proof o VAT adjustments o Proof of payment � Indirect exports: Export regulations o Requirements o Documentary proof o Second hand goods o VAT adjustments Exported service o Requirements o Documentary proof o Virtual services Ancillary goods and services Practical pitfalls and issues with SARS


Course Objective:

In this course we are going to take a look at exactly what is the documentary requirements from SARS for exports, and how to deal with and calculate the VAT amounts


Who Should Attend?

All accountants and auditors of VAT vendors who export goods and services, as well as any other employees who will be part of the accounting process for these exports will benefit.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Wealth taxes have been a fact of life since the days of kings and lords. Their form has changed significantly over the years however. The aim of this session is to provide an overview of the different types of wealth taxes that we have in South Africa, as well as to look at how these may change in the future.


Course Content:

This course will look at: What is a wealth tax? Wealth tax vs Income Tax Estate Duty Donations Tax Transfer Duty Securities Transfer Tax Davis Tax Committee recommendations


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Be aware of the different types of wealth taxes in South Africa Be able to identify when a wealth tax would be due Be able to calculate a basic tax liability Be able to identify potential complexities that may require specialist intervention Have an awareness of the administrative requirements for each tax.


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

As the second provisional tax deadline for individuals, trusts and many companies with February year-ends looms, now is an opportune time to get up to date with the provisional tax rules. Mistakes made in provisional tax calculations and processes can be extremely costly due to the penalties that are charged and the time consumed in resolving problems. This webinar explains the ins and outs of provisional tax for individuals, companies and trusts, the penalties that can be charged, how to calculate your provisional tax payment, how the penalties are calculated and how to apply for penalties to be waived. Recent amendments to the provisional tax rules will also be explained.


Course Content:

Who is a "provisional taxpayer" Requirements of a provisional taxpayer Calculating estimated taxable income and provisional tax liability Interest Penalties When can penalties be waived and how does deal with penalties?


Course Objective:

None


Who Should Attend?

None

Individuals: R 460.00 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Withholding taxes are a fact of life. How we account for them to SARS is however a different story. Are you up to date with the latest changes? Do you know what�s required of you?


Course Content:

This seminar will cover the following areas: What is a dividend? What is interest? How should the withholding tax be calculated in each case? What are my administrative requirements?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Calculation of interest and dividends Completion of the relevant returns Understanding of the administrative provisions


Who Should Attend?

This course would be useful for all staff who have a responsibility to submit returns. The course will provide guidance with regard to the appropriate valuation techniques that must be used for these items. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 460.00 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

This webinar will explain the 2018 tax amendments in understandable language and with a focus on the practical issues, making use of examples wherever possible.


Course Content:

The webinar will cover the following: Brief outline, with examples, of the main amendments including the following: o Amendments affecting retirement funds/savings o Fringe benefits o Interest-free loans to trusts o Employee share incentive schemes o Small businesses o Trusts o Capital gains tax o VAT amendments o Other


Course Objective:

Participants will know the various main amendments to the Income Tax Act and Value-Added Tax Act that are being promulgated in 2018 and early 2019.


Who Should Attend?

Tax practitioners, accountants, trainees, auditors, financial managers, bookkeepers

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Jackie Arendse


Overview:

This webinar will explain the 2018 tax administration amendments and important tax judgments handed down in 2018 in understandable language and with a focus on the practical issues and likely risk areas.


Course Content:

The webinar will cover the following: Brief outline of the main administrative amendments including the following: Employees� tax Provisional tax Penalties Interest Objection and appeal process Tax ombud Tax judgments


Course Objective:

Participants will know the various main amendments to the Tax Administration Act and the important tax judgments handed down by the High Court and Supreme Court of Appeal in 2018.

Legal/Acts & Legislations

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

Establishing which Acts are affected by the Amendment Bill, namely: the South African Schools Act, 1996 (SASA) Employment of Educators Act, 1998 (EEA) What the purpose of the two affected Acts were historically. Analysing the Amendments made in terms of type: Clarifications Insertions Extensions Deletions Understanding the change and intended impact Highlighting affected industries / parties


Course Content:

Refer overview


Course Objective:

1. To develop a basic understanding of legislation in place for public schools 2. Understanding how the Amendment Bill affects you as learner, parent of a learner, teacher, school governing body representative and wider heads of departments


Who Should Attend?

Public School Governing Body members; Learners and parents of learners; Aspiring and current teachers; Department of Education representatives, whether it be national, district, provincial or local level; Trade unions in the education industry; Community members within the vicinity of a public school; Private school representatives.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Johan du Preez


Overview:

This comprehensive course gives detailed insight into discipline in the workplace. The course will teach line managers how to effectively chair a disciplinary hearing in line with the principles of fairness and equity as envisaged by the Labour Relations Act. Issues on poor performance such as tardiness, idleness, inefficiency and laziness are also covered


Course Content:

Introduction to and scope of labour law Relevant legislation Collective and individual labour law The service contract Dismissal processes for misconduct, work performance, ill health and retrenchment Transfer of employees


Course Objective:

Attendees will gain knowledge on how to reprimand employees in the workplace based on the Basic Conditions of Employment Act in a fair and equal manner.


Who Should Attend?

Officials involved with labour relations in the workplace CPD attendees

Level: Intermediate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Mariette Muller


Overview:

B-BBEE and it implementation remains a hot and difficult topic for discussion in all sectors. Our course aims to give you a solid background and provide you with guidelines on how to approach the new Codes.


Course Content:

Business types Elements with a focus on priority elements Scorecard Discounting Main changes in the new codes Update on the developments on changes in the sector charters


Course Objective:

Attendees will gain an understanding of the new Codes and have a guideline on how to approach and implement the new Codes


Who Should Attend?

Officials involved in the strategic decision making of the organisation

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

The new Codes of Good Practice have been effective since 2015, yet the understanding and implementation of B-BBEE remains a challenge for many. The webinar break B-BBEE down into edible chunks on where to start the process of becoming compliant.


Course Content:

Major changes in the new Codes of Good Practice as compared to the old Codes Who must comply with B-BBEE Discussing the five elements of the scorecard and what they mean Starting your roadmap to B-BBEE compliance


Course Objective:

The delegate will obtain a high-level understanding of New Codes and the elements that will form part of a B-BBEE verification.


Who Should Attend?

Individuals or organisations looking at implementing BEE, new BEE managers or champions and anyone who wants to find out where to start the road to becoming B-BBEE compliant.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

With the various corporate scandals in recent times, many leaders and stakeholders in business have highlighted the role of a director. This webinar is aimed at refreshing delegates knowledge and discussing what it means to be a director of a company, highlighting the risks, responsibilities, duties and obligation that the role entails in business. We will also be looking at how to manage these risks, so that directors can get a good nights sleep!


Course Content:

We will look the following elements: 1) Who meets the definition of a director? 2) A refresh of the relevant sections of the Companies Act that affect directors 3) Appointment and removal of directors 4) The relationship between directors, shareholders and other stakeholders 5) Responsibilities, Code of Conduct and expectations of a director 6) Liability and indemnification of a director 7) Case studies of how directors can be held accountable 8) Tools in your toolbox to manage the risks of directorship


Course Objective:

After attending this webinar, a delegate will be able to understand the role, risks and responsibilities of being a director and how best to manage them.


Who Should Attend?

Any person who is interested in company law, management, corporate governance and being in business.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Berger


Overview:

What makes people both excited and nervous about blockchain is that it�s asking us to put trust in technology as opposed to centralized human institutions. Its advocates herald blockchain as a way to transform banking, to fight fraud, to bring transparency to opaque supply chains, and to settle disputes about land ownership, just to name a few of the benefits they see. Chances are good that your organization will investigate or experiment with blockchain technology at some point in the future. Be prepared to inform the business of the risks involved and potential controls needed for blockchain projects. We have scheduled a couple of virtual training sessions on various blockchain topics we think is of great importance to take note of. If you have not shown an interest in this emerging technology and what it is capable of, now should be the time! Don�t leave this for later, jump in now! Postponing your learning and awareness of this topic might cost you your reputation and income as a professional in the field of accounting, auditing and tax.


Course Content:

Register for each individual session or book them all as a bundled course and qualify for a 5% discount Module 1: Blockchain and Bitcoin terminology Module 2: Blockchain applications Module 3: Cryptocurrencies, Altcoins, ICOs � all you need to know Module 4: Smart contracts Module 5: The taxation environment Module 6: The regulatory environment: comparing SA to other countries� responses Module 7: Legal issues and the future Module 8: Auditing issues, challenges and considerations


Course Objective:

We will address questions such as: Why you need to understand the blockchain system and the technology behind it Will this technology take over our roles and responsibilities as qualified professionals in the field of accounting, auditing and tax? Do we know enough to be able to serve our clients and their needs? Etc. Our presenter is a qualified Chartered Accountant and also a holder of a Masters degree in SA and International tax. Lynette Berger completed her dissertation with the topic on the Income Tax implications of Bitcoin exchange transactions. She has a passion for this emerging market and the possibilities it holds for the auditing and tax professions.


Who Should Attend?

Accountants Auditors Tax practitioners Financial planners Attorneys and any person involved or who may want to obtain a basic knowledge and understanding of the blockchain environment

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2.5 hrs

Presenter: Lynette Berger


Overview:

What makes people both excited and nervous about blockchain is that its asking us to put trust in technology as opposed to centralized human institutions. Its advocates herald blockchain as a way to transform banking, to fight fraud, to bring transparency to opaque supply chains, and to settle disputes about land ownership, just to name a few of the benefits they see. Chances are good that your organization will investigate or experiment with blockchain technology at some point in the future. Be prepared to inform the business of the risks involved and potential controls needed for blockchain projects. We have scheduled a couple of virtual training sessions on various blockchain topics we think is of great importance to take note of. If you have not shown an interest in this emerging technology and what it is capable of, now should be the time! Don�t leave this for later, jump in now! Postponing your learning and awareness of this topic might cost you your reputation and income as a professional in the field of accounting, auditing and tax.


Course Content:

Register for each individual session or book them all as a bundled course and qualify for a 5% discount Module 1: Blockchain and Bitcoin terminology Module 2: Blockchain applications Module 3: Cryptocurrencies, Altcoins, ICOs all you need to know Module 4: Smart contracts Module 5: The taxation environment Module 6: The regulatory environment: comparing SA to other countries responses Module 7: Legal issues and the future Module 8: Auditing issues, challenges and considerations


Course Objective:

We will address questions such as: Why you need to understand the blockchain system and the technology behind it Will this technology take over our roles and responsibilities as qualified professionals in the field of accounting, auditing and tax? Do we know enough to be able to serve our clients and their needs? Etc. Our presenter is a qualified Chartered Accountant and also a holder of a Masters degree in SA and International tax. Lynette Berger completed her dissertation with the topic on the Income Tax implications of Bitcoin exchange transactions. She has a passion for this emerging market and the possibilities it holds for the auditing and tax professions.


Who Should Attend?

Accountants Auditors Tax practitioners Financial planners Attorneys and any person involved or who may want to obtain a basic knowledge and understanding of the blockchain environment

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Caryn Maitland


Overview:

Calling accountants, auditors and trustees that work with Bodies Corporate On the 7th October 2016 the Sectional Titles Schemes Management Act amended the Management Rules affecting how Bodies Corporate are run, managed, levied, accounted for and audited. These workshops are aimed at looking at the amendments and unpacking the implications for all parties from residents and trustees, to accountants and auditors, together with acknowledging the new role of the Community Schemes Ombudsman what hasn't changed is the income tax and VAT consequences. Although when viewed through the changed perspective of the new regulations, it is always good to go back to the basis and ensure that you are applying the income tax and VAT Acts correctly. The facilitator will also be taking you through a refresher and reminding you how the taxing of Bodies Corporate works in this 2 workshops


Course Content:

A detailed analysis of the Sectional Titles Schemes Management Act rules looking at: The key changes to the regulations The responsibilities of the trustees an members The accounting and auditing of bodies corporate The tax consequences of bodies corporate


Course Objective:

To update and refresh delegates knowledge on bodies corporate and from a legislative, assurance, accounts, and tax perspective.


Who Should Attend?

Anyone who works with bodies corporate.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 3 hrs

Presenter: Caryn Maitland


Overview:

Calling accountants, auditors and trustees who work with Bodies Corporate. On the 7th October 2016 the Sectional Titles Schemes Management Act amended the Management Rules affecting how Bodies Corporate are run, managed, levied, accounted for and audited. These workshops are aimed at looking at the amendments and unpacking the implications for all parties, from residents and trustees, to accountants and auditors, together with acknowledging the new role of the Community Schemes Ombudsman What hasn't changed is the income tax and VAT consequences. Although when viewed through the changed perspective of the new regulations, it is always good to go back to the basis and ensure that you are applying the income tax and VAT Acts correctly. The facilitator will also be taking you through a refresher and reminding you how the taxing of Bodies Corporate works in this 2 workshops.


Course Content:

A detailed analysis of the Sectional Titles Schemes Management Act rules looking at: The key changes to the regulations The responsibilities of the trustees and members The accounting and auditing of bodies corporate The tax consequences of bodies corporate


Course Objective:

To update and refresh delegates knowledge on bodies corporate and from a legislation, assurance, accounts, and tax perspective.


Who Should Attend?

Anyone who works with bodies corporate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

The new Sectional Title Schemes Management Act became effective on the 7 October 2016. This Act effectively removes all the governance regulations for a development scheme from the Sectional Titles Act. Some changes have been made to these rules and regulations and it is important that all bodies corporate, as well as the auditors of these, are aware of these changes. All bodies corporate need to appoint an auditor for each year and present audited financial statements at each Annual General Meeting. Audit firms, therefore, have to ensure that their staff members understand these changes and how it might affect the audit. This course is aimed at providing delegates with an understanding of the changes, in context of the Act.


Course Content:

The course will start by looking at the legislation applicable to Bodies Corporate. This includes the new Sectional Title Schemes Management Act. Specifically dealing with the differences between the new STSMA and the STA The course will also take a look at the STSMA Regulations which includes the new regulations with regards to the reserve fund and what the minimum reserve fund should be. These regulations also include the Accounting and Statutory Records requirements, which is of great importance to the auditors Community Schemes Ombud Services Act and its regulations, specifically looking at: � Levies and fees payable � Fidelity insurance Audit considerations for bodies corporates


Course Objective:

The objective of this course is to provide delegates with a basic understanding of the changes in the regulations applicable to bodies corporate. Not only will this course focus on the acts but also at some audit considerations. By the end of this session, delegates should understand the changes to the rules relating to bodies corporate.


Who Should Attend?

This training will be presented at a basic level and trustees on a bodies corporate, owners of units in a sectional title and employees performing an engagement on bodies corporate should attend. It is also recommended that Managers and Partners of an audit team attend to ensure they have an updated understanding of the new laws and regulations Please note that this webinar does not cover the entire STSMA or CSOS Acts in detail, but merely looks at the changes brought about for Bodies Corporate.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Thilen Pillay


Overview:

With data protection and privacy concerns on the rise, you need to be up to date with the latest legislative regulations which affect your business to ensure compliance and prevent your business from being caught off guard.


Course Content:

With data protection and privacy concerns on the rise, you need to be up to date with the latest legislative regulations which affect your business to ensure compliance and prevent your business from being caught off guard. This presentation will bring you informative insights on the following key areas: POPI What is it about and why is it necessary? Timelines on effective implementation - Where are we now? And how will the draft regulations impact my business? GDPR Key points to consider on the EUs latest data protection legislation How it differs from POPI Privacy by Design The road to compliance How should you approach compliance - the dos and donts


Course Objective:

- To provide the key information on what organisations should be doing to prepare for the implementation of the POPI Act. - GDPR will fundamentally affect the way businesses in the EU access, store and use personal data. Any business with clients in or ties to EU countries must stay up to date on the requirements.


Who Should Attend?

Managers and Executives

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

The Institute of Directors in Southern Africa (IoDSA) have released the King IV Report on Corporate Governance on 1 November 2016. Now is the perfect time to take a look at the changes it brings along and consider the implications and benefits that King IV and good corporate governance can bring to your organisation Managing business to the current turbulent times, is extremely challenging when every day brings new threats and opportunities to be evaluated and navigated through by business owners and directors. Good corporate governance gives directors a tool to use to manage and assess this risk, as well as safeguard themselves. The aim of King IV will be simplicity and ease. It is an outcome based rather than rules based approach. With this in mind, we are presenting a 2 hour webinar which is aimed at introducing the new King IV report on Corporate Governance and considering how it may affect you, your business as well as that of your clients. This webinar will enable you to familiarise yourself thoroughly with the King IV Code, with a special emphasis on the SME sector. We would suggest that you also encourage your clients to also attend this webinar in order for them to create a better understanding of the King IV report.


Course Content:

Exploring the challenging landscape that directors find themselves navigating in South Africa in 2017 and exposing the risks that directors face Understanding the Corporate Governance Codes in South Africa, including their impact on the SME environment Using Corporate Governance to manage your risk Overview of KING IV The SME Sector considerations.


Course Objective:

After attending this webinar, delegates will have gained an understanding of the importance of good Corporate Governance and what King IV is all about.


Who Should Attend?

Any person who is interested in King IV and Corporate Governance will find this session very beneficial.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

The roles and responsibilities of directors have changed dramatically. The laws and regulations by which a director must live and die have become encompassing and as such a director must understand them. The course will set out in a high-level and summative manner the role and responsibilities of a director.


Course Content:

Executive and non-executive directors What makes a good director Professional Ethics Companies Act 71 of 2008 King IV Report and Corporate Governance What about POPI, FICA, and other Legislation?


Course Objective:

The delegates will gain a high-level understanding of the laws and regulations that govern the actions of a director.


Who Should Attend?

Any potential director or newly appointed director who needs to understand the encompassing role of a director. The course will have value to long-serving directors who need to refresh their knowledge to understand how their roles have changed.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Lettie Janse van Vuuren


Overview:

Section 90(2) of the Act contains provisions applicable to the appointment of an auditor of a company or a close corporation (CC) when a company or CC is required to be audited by the Act in terms of section 30(2) (a) and (b)(i) or when audited voluntarily if the companys Memorandum of Incorporation (MOI) so requires (collectively referred to in this document as company or a CC to which section 90 applies). These provisions must be complied with in addition to those of the IRBAs Code of Professional Conduct for Registered Auditors (“the Code). Section 90(2) prohibits an auditor from being appointed where certain specified services were rendered to the same client. Senior Counsel opinion obtained jointly by the IRBA and SAICA states that the provisions of section 90(2) (b) regarding the prohibition from being validly appointed as auditor in respect of audit and certain non-audit services apply to both the firm appointed as auditor and the individual registered auditor. Section 90 became effective on 1 May 2011. Compliance with section 90(2) (b) has been monitored by the IRBA from 1 January 2014. Registered auditors are required also to comply with the Code in respect of the provision of audit and other services. Proposed Amendments to the Code of Professional Conduct for Registered Auditors Definition of Public Interest Entity (PIE) The proposed amendment is intended to enhance perceptions of the auditor's independence in mind and appearance especially relating to investor public interest where there are a large number and a wide range of stakeholders. The benefit of the proposed South African definition is that it will ensure that certain entities would always be treated as Public Interest Entities to avoid the risk of different treatment amongst firms.


Course Content:

Applicability of section 90 to an independent review Scope of the guidance Definitions of terms for the purposes of this document Application of section 90 Terminology on which clarification was required Guidance o Duties of accountant and bookkeeper Firm structures Disclosure requirements imposed by the Auditing Profession Act, 2005 Appendix I Application of section 90 Appendix II Examples of activities classified in terms of section 90 Appendix III Extract from the Auditing Profession Act Appendix IV Extract from Regulation 25 Appendix V Extracts from the Code of Professional Conduct for Registered Auditors Appendix VI Frequently asked questions


Course Objective:

To understand and be able to apply the guidance correctly when rendering services to audit clients


Who Should Attend?

Partners, accountants, staff involved in the preparation of financial statements and audit engagement team members

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

This webinar is aimed at introducing the new King IV report on corporate governance and considering how it may affect you.


Course Content:

We will look the following elements: 1) What is Corporate Governance? 2) Evolution of King (from the first report to the last) 3) Overview to KING IV 4) The SME Sector considerations


Course Objective:

After attending this webinar, a delegate will be able to understand the importance of good corporate governance and what King IV is about.


Who Should Attend?

Any person who is interested in King IV and corporate governance.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

This course is aimed at introducing the King IV� Report on Corporate Governance and determining the effect that it will have.


Course Content:

Introduction to King IV How is it different to King III? Philosophies in the Report Applying the Report Implementation in different sectors


Course Objective:

The delegate will have a high-level understanding of what the King IV� Report sets out and applying the report.


Who Should Attend?

Any financial or non-financial person who will be affected by King IV or is interest in King IV and what it means.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

Money laundering is an international pandemic, that affects many South African businesses. It is therefore important that all businesses understand their responsibilities in terms of South African Anti Money Laundering legislation. Employees of businesses, specifically accountable institutions, should also understand and fulfil their responsibilities and obligations in terms of these legislation. This webinar is focused on providing an overview of the act and ALL the responsibilities, not only those applicable to general businesses but also accountable institutions, reportable institutions and auditing, accounting and tax practitioners.


Course Content:

Definition of money laundering Money laundering process Examples of money laundering What is the penalty for money laundering Who is affected by FICA Changes in terms of the financial intelligence centre bill Reporting responsibilities in terms of FICA o Suspicious reports o Cash reports o Terrorist property report o Conveyance of cash Specific requirements when making a report o Effect of confidentiality clauses and client privilege o I reported, what now? o Protection for reporter o We failed to report, what now? Reporting requirements under other acts o Reports on Terrorist activity (POCDATARA) o Reports on bribery, extortion or fraud (PRECCA) Other requirements for accountable institutions o Registering with the FIC o Customer due diligence o Keeping records o Duty to develop Risk Management and Compliance Programmes o Providing training to employees o Appoint a compliance officer Enforcement by Centre o Inspections o Penalties o Appeals Impact on auditors, how will this affect our relationship with our client and the audit engagement itself Impact on accounting and tax practitioners Reporting requirements when performing an audit, independent review or tax services. What will you report and who will you report to o Suspicious transaction to FIC o RI to IRBA o RI to CIPC o How will confidentiality and client privilege affect your reporting responsibilities?


Course Objective:

This course will enable delegates to form an understanding of money laundering legislation and the practical implications of money laundering. It will bring to their attention their specific responsibilities in terms of the Act, and the penalties should they not comply. After this course, employees should be able to identify when they need to report in terms of a suspicious report and should know what steps they need to take to report this. Employees should also be able to provide assistance to clients with regards to FICA.


Who Should Attend?

Any staff involved in the financial function at the business, every team member in an audit engagement, and every employee who might be providing advice or assistance to clients in terms of FICA

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

The new Legal Practices Act and new Legal Practices Act: Rules are set to replace the old Attorneys Act and Law Society Rules, and this will mean that the procedures around trust monies and the accounting thereof will have been updated. The new Act and Rules as a whole were said to come into full effect on 1 November 2018 (per section 120 (4)), meaning that the new rules will need to be observed. This session focuses on the parts of the new Legal Practices Act and Rules that have a direct effect on trust monies and the accounting rules.


Course Content:

During this session, we will Briefly highlight the various Parts of the new legislation by providing an overview Specifically look at the legislation around Handling of Trust Monies(Chapter 7 of the new Act, section 84 - 91), as well as, Considering the new Accounting Rules (Part XII of the Rules, rule 54 57)


Course Objective:

The objective of this course is to: 1. Give you a quick overview of the new Legal Practices Act / Rules (very brief) 2. Provide a simplified understanding as to the Handling of Trust Monies and the Accounting Rules legislation (majority of the session)


Who Should Attend?

The following individuals will benefit from attending this course: Legal practices accounting clerks / finance department Audit managers / clerks who will audit trust accounts Legal practitioners who would like to develop a foundation understanding as to the new trust account implications

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

Managing business to the current turbulent times, is extremely challenging when every day brings new threats and opportunities to be evaluated and navigated through by business owners and directors. Good corporate governance gives directors a tool to use to manage and assess this risk, as well as safeguard themselves.


Course Content:

This workshop will unpack the following: Exploring the challenging landscape that directors find themselves navigating in South Africa in 2018 Exposing the risks that directors face Looking at an overview of the Corporate Governance Codes in South Africa (King IV), with focus on their impact on the SME and NPO environment Using Corporate Governance to manage your risk through practical considerations


Course Objective:

After attending this webinar, a delegate will be able to understand the importance of good corporate governance and how implementing King IV can assist you in managing risk. This webinar will be introducing the new King IV Report On Corporate Governance and considering how it may affect accounting professionals.


Who Should Attend?

Any person who is interested in King IV and corporate governance and the fiduciary responsibilities of directors

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Lynette Badenhorst


Overview:

The consequences for any director, their auditor or independent reviewer that do not understand their roles or responsibilities whilst a company is trading under insolvent circumstances are severe. Auditors and independent reviewers of companies have certain reporting duties whilst performing audits or independent reviews, especially where they are dealing with companies where the liabilities exceed the assets. It is of utmost importance that auditors, reviewers and their clients understand these reporting duties. The legislation governing all of these duties for directors and auditors are complex and there are many pitfalls. During this webinar I will be discussing all the relevant legislation that auditor�s, independent reviewers as well as their clients who are directors of companies should be aware of. Please join me on for this very informative webinar. We are also providing a link for your clients to attend this webinar. Please feel free to invite your clients to join the session.


Course Content:

What is the meaning of factual insolvency? Irregularities and factual insolvencies What is the meaning of commercial solvency? Under which circumstances can the Commission issue a notice to the company to cease business? What are the duties of director�s whilst trading under insolvent circumstances? What is the meaning of reckless trading? When is a company financially distressed? What is the meaning of intent to� defraud�? What affect will a subordination agreement? Subordination agreements and liquidation Examining the subordination agreement by the auditor Difference between a letter of comfort and a letter of support Effect of the subordination agreement and other support on insolvency Duties of an auditor and independent when a company is trading under insolvent circumstances Reporting duty of the auditor of a company when a company is trading under insolvent circumstances Reporting duty of the independent reviewer when a company is trading under insolvent circumstances Reckless trading and the personal liability of directors Standard of director�s conduct (meaning of fiduciary duty of a director) What would constitute �reasonably diligent steps to be taken by a director when a company is financially distressed When to apply for business rescue? When to apply for liquidation? Knowingly a party to prohibited conduct Reasonable director test to be applied by a court Defences available to directors Application of the solvency and liquidity test Delinquent directors When could a director be held personally liable? When could a director be charged with a criminal offence in terms of the companies Act What are the consequences for auditors and independent reviewers of not fulfilling their reporting duties?


Course Objective:

None


Who Should Attend?

All directors of companies, prescribed officers, members of audit committees, their auditors or independent reviewers and all their staff who will be performing audits and independent reviews of companies.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Carmen Westermeyer (Wortmann)


Overview:

Anti -avoidance provisions are a fact of taxation life. There have been large developments in this sphere in the last year. The aim of this section is to look at the anti -avoidance provisions contained in the Act together with the changes that have happened in the last year.


Course Content:

When does it apply How to calculate the consequences What are the reporting requirements How is this practically done?


Course Objective:

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: Understanding who should be declaring section 7 adjustments Calculating the adjustment correctly Understanding the consequences of the new section 7C Understanding how this impacts your trust Concepts of the anti-avoidance measures contained in Section 7 and Section 7C


Who Should Attend?

This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

Do you know the procedures to follow to ensure that dismissals of employees are not unfair? With employees standing up for their rights more and more, this has become a major dilemma for most companies, leading to large pay-outs to employees and increased cost in defending the company in any legal proceedings. To avoid these unnecessary costs is easy. Ensure that you are up to date with the labour relations act in terms of unfair dismissal and have evidence in proceedings as to why an employee was dismissed and whether or not the right procedures were followed. This session will look at the reasons for fair dismissal, as well the procedure to follow to ensure that the employee does not have a reason to complain to the CCMA. It will also take a look at some court judgements, as well as examples of unfair dismissal, to ensure these practices are avoided.


Course Content:

What is dismissal? What is an unfair dismissal? What disciplinary procedures can you adopt and implement to ensure a fair process when dismissal is necessary? Dismissal due to misconduct Dismissal due to incapacity Dismissal due to operational requirements Automatically unfair dismissals Remedies applicable if unfair dismissal occurred Labour court and labour appeal court judgements and examples on unfair dismissal and unfair discrimination


Course Objective:

After attending this course, delegates should have a thorough understanding of the procedures in terms of the labour relations act with regards to dismissal. Delegates should also understand what the reasons are for dismissal and how this process should be implemented to avoid CCMA action or legal proceedings.


Who Should Attend?

All HR employees, as well as management in any company. It is also advised that any employee attend, to be aware of their own rights and remedies in a situation where there might be unfair dismissal.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

Do you know the procedures to follow to ensure that dismissals of employees are not unfair? With employees standing up for their rights more and more, this has become a major dilemma for most companies, leading to large pay-outs to employees and increased cost in defending the company in any legal proceedings. To avoid these unnecessary costs is easy. Ensure that you are up to date with the labour relations act in terms of unfair dismissal and have evidence in proceedings as to why an employee was dismissed and whether or not the right procedures were followed. This session will look at the reasons for fair dismissal, as well the procedure to follow to ensure that the employee does not have a reason to complain to the CCMA. It will also take a look at some court judgements, as well as examples of unfair dismissal, to ensure these practices are avoided.


Course Content:

What is dismissal? What is an unfair dismissal? What disciplinary procedures can you adopt and implement to ensure a fair process when dismissal is necessary? Dismissal due to misconduct Dismissal due to incapacity Dismissal due to operational requirements Automatically unfair dismissals Remedies applicable if unfair dismissal occurred Labour court and labour appeal court judgements and examples on unfair dismissal and unfair discrimination


Course Objective:

After attending this course, delegates should have a thorough understanding of the procedures in terms of the labour relations act with regards to dismissal. Delegates should also understand what the reasons are for dismissal and how this process should be implemented to avoid CCMA action or legal proceedings.


Who Should Attend?

All HR employees, as well as management in any company. It is also advised that any employee attend, to be aware of their own rights and remedies in a situation where there might be unfair dismissal.

Legislative Updates

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation o Draft list of qualifying physical impairment or disability expenditure and Draft ITR-DD Form Confirmation of Diagnosis of Disability o Report from the tax ombud o Court case: Disallowance of the utilisation of an assessed loss Company Secretarial and Consumer Related Issues o CIPC notice and confirmation on voluntary audits o Automation of paper-based disclosures for Companies and Close Corporations o National consumer tribunal cases o National Credit regulator warning Legal Update o Legal practices Act update o Court case on Bribery Employment Law o The labour court jurisdiction during business rescue proceedings Accounting o IASB finalises amendments to IAS 1 and IAS 8 regarding the definition of materiality o Recent sustainability and integrated reporting developments o IASB finalises amendments to IFRS 3 regarding the definition of a business Auditing o Professional scepticism the heart of audit.


Course Objective:


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an everchanging business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation Guide to understatement penalties Short guide to the Tax Administration Act, 2011 CSARS v Short and another (A289-2017) [2018] ZAWCHC 9 (7 February 2018) - Transfer Duty VAT increase FAQ IN 35: Employees' tax: Personal service providers and labour brokers (Issue 4) IN 17: Employees' tax: Independent contractors (issue 4) Guide on the determination of medical tax credits (Issue 9) Returns to be submitted by third parties in terms of section 26 BCR 062 Research and Development conducted on behalf of a taxpayer Guide on the Taxation of Professional Sports Clubs and Players - External Guide BGR47 Meaning of month for employers remunerating employees on a weekly our fortnightly basis IN 48 - Instalment Credit Agreements Debtors Allowance (insert a space) Company Secretarial CIPC notice - Pilot of new online filing method CPA and VAT increase (insert a space) Legal Update Money Laundering typologies & indicators (insert a space) Accounting Revised conceptual framework � IASB (insert a space) Auditing IFIAR survey of inspection findings (insert a space) General FSB warnings and fines.


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation Tax Court Cases - Timing of income from property sales Brochure on the Special Economic Zone Tax Incentive BPR 313 - Foreign share buy back BGR 20 (Issue 3) � Interpretation of the expression �substantially the whole� ​Guide on valuation of assets for capital gains tax purposes (Issue 4) Company Secretarial and Consumer related issues Notice to provide reason(s) or not for removal of directors by the shareholders Submitting valid email and cell phone numbers for directors/members for companies and close corporations CIPC guideline on Corporate Compliance Program CPA - 6 Month warranty and prescription of claim Summary of cases before the Companies Tribunal Legal Update FICA � current �Blacklist� from FATF Employment Law The employee's right to religion in the workplace Is taking legal action constructive dismissal? Accounting SAICA social media guide - Professional behaviour Auditing Draft ISA 4400 - Agreed Upon Procedures IRBA code of conduct Newsworthy


Course Objective:


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Auditing Newsworthy IESBA Survey on level of Fees Charged by Audit Firms Accounting SAICA FAQ on Attorney's trust accounts Newsworthy The IASB has published a one-page summary of the accounting model in IFRS 17 'Insurance Contracts The IFRS Foundation has published IFRS Taxonomy update IFRS Taxonomy 2017 � IFRS 17 Insurance Contracts Observations from a review of public filings by early adopters of the new revenue standard Recent sustainability reporting developments Taxation BPR 292 Tax consequences of a debt restructuring BPR 291 Deemed expenditure on meals and incidentals BPR 290 Distribution of shares to employee share scheme participants BPR 289 Base cost of loan claim and tax implications of acquisition transaction BCR 060 Consequences employee share trust disposing underlying shares distributing net proceeds Temporary relief under section 18B cease to apply from 1 January 2018 - VAT Implications for property developers Newsworthy: BPR 288 Consecutive asset for share transactions within 18 months Draft amendments to sugar levy Draft IN on section 18A - Audit certificate Draft guide to understatement penalties Draft Interpretation Note on section 13sex � Deduction in respect of certain residential units Draft Interpretation Note on section 13quin � Deduction in respect of commercial buildings Draft Interpretation Note 15 (Issue 5) � Exercise of discretion in case of late objection or appeal Draft Interpretation Note on the prohibition of deductions for certain intellectual property Barbados, C�te d�Ivoire, Jamaica, Malaysia, Panama and Tunisia join the BEPS Multilateral Convention Legal Last sections of the Maintenance Act to go operational FIC � Update guidance on mode of communication Newsworthy Extension of SA Petroleum Industry Association conditional exemption FATF report on Financing Recruitment for Terrorism Liquor products act - New prohibition maximum amount of earnings limit I.T.O Compensation for Occupational Injuries and Diseases Act to increase New POPI guideline for attorneys Employment Court Case - CCMA's role in retrenchments and subsequent unfair dismissal claims wholesale and retail sectoral determination on minimum wages Farm and forestry sectoral determination on minimum wages Newsworthy Court Case - Are Uber driver Employees of Uber General FSB Notice - DISCLOSURES TO THE REGISTRAR IN TERMS OF SECTION 9B FSB Notice 1 of 2018 - Penalties Imposed in terms of Section 37(2)


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an everchanging business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Updates in the following areas will be covered monthly if relevant: Taxation amendments: Amendments to the taxation laws, any relevant court case outcomes, new interpretation notes and binding general rulings, as well as any other relevant information CIPC updates: Practice notes issued by CIPC, relevant court case outcomes, changes in Companies laws and regulations, etc. Legal updates: Any relevant changes in business laws and regulations such as employment laws, anti-corruption and money laundering laws, financial laws and other relevant laws and regulations Accounting: Updates to accounting standards, pronouncements and guidance issued by regulatory bodies, and any other relevant events Auditing: Updates to auditing standards, new exposure drafts, changes to ethical standards and any other relevant pronouncements from IRBA General: Pronouncements and news from other regulatory bodies such as FSB, EAAB, law societies, etc.


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

AUDITING Firm Fees Payable to the IRBA with Effect from 01 April 2018 Illustrative engagement letters, assurance reports and related guidance notes - sustainability engagements Estate Agency Affairs Board: 2018 Audit Reports Submission Reminder Proposed Revised Guide for Registered Auditors: Assurance Engagements on the Annual Financial Statements and Annual Statutory Returns of a Medical Scheme Revised Guide for Registered Auditors: Access to Working Papers Proposed Revised and Restructured IRBA Code of Professional Conduct Prohibition of the company secretary from being appointed as the company auditor and/or for the auditor to perform prohibited related secretarial work TAXATION Interpretation Note 101 Section 24I Gains or losses on foreign exchange transactions Binding Private Ruling (BPR) 306 Donation to a special trust Interpretation Note 51 (Issue 5) Pre-trade expenditure and losses Interpretation Note 9 (Issue 7) Small business corporations Draft guide on venture capital companies Interpretation Note 3 (Issue 2) Resident: Definition in relation to a natural person ordinarily resident Guide on income tax and the individual (2017/18) Binding Private Ruling (BPR) 304 Debt reduction and subsequent liquidation of debtor Binding Private Ruling (BPR) 305 Registration of units in the name of the beneficial owners Supreme Court of Appeal (SCA) decisions Tables A and B of the Average Exchange Rates� have been updated Draft dispute resolution ams in terms of section� 103 of the Tax Administration Act, 2011 Guide to the employment tax incentive (Issue 2) LEGAL UPDATE FIC and SIU sign co-operation pact EMPLOYMENT LAW UPDATE Mental illness and the impact on employment How to deal with bogus medical certificates Can you be dismissed for affiliating with a political party GENERAL Company Secretarial and Consumer related issues Mandatory submission of annual financial statements (afs) and financial accountability supplement (fas) when filing annual returns as from 01 july 2018 BEE schedule out for comment Article from fidelity fund: Who is responsible for accounting records CIPC and penalties on late submission of financial statements Newsworthy


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation Customs requirements for South African travellers Court case - source of income Court case - Prescription of assessment Submission periods for Provisional tax Updated interest rate table 1 and 2 Specifications for uploading supporting documents�on efiling Incorrect taxation on "voluntary retrenchments" Company Secretarial and Consumer Related Issues Case studies from CGSO NCT - Checklist for Debt re-arrangement applications updated National consumer tribunal cases Employment Law Tobacco Products and Electronic Delivery Systems Bill and its effect on employers Unfair labour practice in promotions (court case) General FSCA warnings


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an everchanging business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

AUDITING Newsworthy Final Amendments - Long Association FSB warnings ACCOUNTING Newsworthy briefing paper on the level of aggregation requirements of IFRS 17 'Insurance Contracts' IPSAS 13 - Exposure Draft 64 'Leases' ED of proposed circular regarding headline earnings Feedback on KAMs (SAICA report and KPMG report) TAXATION Budget speech and its impact Changes in VAT based on the budget speech Enhancements to Income Tax Return documents (trust, Companies) IN 99: lump sum benefits classified as unclaimed benefits Changes to IN 22, 24 and 98 with regards to PBO's Tax court case regarding tax administration, understatement penalties, gross negligence, tax returns Newsworthy: BPR 293 - Disposal of shares by a non-resident individual VAT FAQ Increase in the VAT Rate on 1 April 2018 - External Guide Guide for tax rates/duties/levies (Issue 13) DTA Brazil changes Interpretation Note 86 (Issue 2) – Additional investment and training allowances for industrial policy projects Draft Interpretation Note on leasehold improvements Draft Interpretation Note on lease premiums Draft Interpretation Note on section 13bis – Deductions in respect of buildings used by hotelkeepers LEGAL UPDATE FATF Advisory on countries with deficiencies Legal Practice Act update Newsworthy FIC update on online scams POPI warning - Unlawful processing of information by MiWay Penalty for failure to furnish registrar with returns What is one months notice? LABOUR LAW None. EMPLOYMENT LAW UPDATE Asylum seekers and UIF Mutual Separation Agreements are Valid and Binding- Constitutional Court ruling Newsworthy Amendments to IAS 19 GENERAL Company Secretarial Notice to CC without Accounting Officers and guide to appoint accounting officer List of accredited professional bodies whose members are eligible to be licensed as business rescue practitioners Newsworthy DTI applies to change the companies act with regards to SEC Takeover special committee ruling General Newsworthy Eaab waives fines for cpd training until 31 March 2018 Guidance on the implentation of the financial intelligence centre amendment act by estate agents think tank Center for ESG Research has released the Integrated Ratio Guideline


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an everchanging business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two our monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation Court Case - Valuation of stock Court Case - whether supplies made in terms of the Housing Subsidy Scheme Court Case - Whether damages paid as a result of breach of contract is deductible Interpretation Note 103 � The value-added tax treatment of supplies of international and ancillary transport services Court Case - Whether the supply of a building and related goods and services to an educational institution is supply of "commercial accommodation" Binding Private Ruling (BPR) 310 � Customer loyalty programme Tables A and B of the Average Exchange Rates have been updated Draft rules under section 8 for trains � reporting of conveyances and goods ("RCG") Company Secretarial and Consumer Related Issues Annual return and the hard stop functionality Directorship dispute rulings from the Companies Tribunal Legal Update NCR Circular - Notice of Intention to withdraw the Reckless Lending Fee Category from the Debt Counselling Fee Guideline Immigration reform Employment Law Labour courts protecting the employer The canabis ruling and its effect on the workplace Providing false qualifications to secure a position Dismissal due to insubordination Termination for fixed term employment and the LRA Racism in the workplace Auditing SAAEPS1 Issued IRBA annual report insights


Course Objective:


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two hour monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:

Taxation Updated interest rates for low interest loans Interpretation Note 105 � Deductions in respect of buildings used by hotel keepers Interpretation Note 106�� Deduction in respect of certain residential units Interpretation Note 107�� Deduction in respect of commercial buildings Approval of special economic zones no-value provision in respect of transport services rendered by any employer SARS Court cases Average exchange rate tables updates Company Secretarial Attachments on the enquiry system on CIPC Portal National Consumer Commission report on timeshare industry Legal Update Communications from Legal Practitioners Fidelity Fund regarding Interest Employment Law National Minimum wage and exemptions Can misconduct outside the office cost you your job? Accounting IASB publishes proposed amendments to IAS 37 regarding onerous contracts Auditing IRBA annual fees 2019 Proposed amendments to Section 321 of the IRBA Code (Revised November 2018): Second Opinions Proposed revised IRBA guides: FSP, Medical schemes, Proposed SAAPS 3


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Yvonne Rossouw


Overview:

In an ever-changing business environment, it is imperative that we stay up to date with changes in legislation, standards and regulations. With little time left in the day, it might be difficult to keep abreast of these changes. Let us do the time-consuming task of research for you, sit back and be informed on all the relevant changes in these two hour monthly sessions. They are designed to keep practitioners and their staff up to date with all the latest changes in the profession.


Course Content:


Course Objective:

After attending this course, delegates will be aware of current updates in the business environment.


Who Should Attend?

These sessions are aimed at all professionals within a business environment who might benefit from legislative updates, but specifically accounting, auditing, and tax professionals. It may also be beneficial to HR managers, as well as members of regulatory bodies who need to comply with CPD requirements.

Microsoft

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: David Ringstrom


Overview:

If you are brand new to spreadsheets or haven't used a spreadsheet in years, this session is designed for you. United States-based Excel expert and certified public accountant David Ringstrom will take you through spreadsheets from the ground up. By the end of this two-hour session, you be empowered to create functional spreadsheets and manipulate lists of data. David's courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. His detailed hand outs serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes a majority of the examples he uses during each session. David's materials cover Excel 2016, 2013, 2010, and 2007.


Course Content:

Bring Excel green error-checking prompts under control by managing the underlying rules. Eliminate duplicates from a list with just a few mouse clicks. Get a jump start on spread sheet projects by using free, prebuilt templates in Excel. Get an overview of the different types of files you can create in Excel. Get oriented with Excel's grid of rows and columns. Jump-start data visualization with the Quick Analysis feature. Learn the nuances of copying formulas within Excel spread sheets. Manage column widths within your spread sheets. Master Excels order of operations for mathematical formulas. Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts. Never type $ signs manually in a formula again; use a keyboard shortcut instead. Simplify repetitive tasks by creating your own keyboard shortcuts. Understand how to enter dates in an Excel spread sheet. Wrangle long lists of data by filtering instead of sorting.


Course Objective:

Identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts. - Define the structural basics of Excel worksheets and workbooks. - Apply some basic data-analysis techniques.


Who Should Attend?

Practitioners who need a basic explanation of what Excel is really all about.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

The goal of the course is to freshen up your Basic Excel knowledge, improve your efficiency, show you alternative ways to get the same things done. This is largely based on ProBeta Basic Excel training course, which we have reduced into a two-hour session, however we havee removed the very basic elements and are only focusing on the value-add elements for those with an already established basic-level of Excel knowledge. Microsoft Excel is the foremost spreadsheet application used in any and every department within an organisation, be it in audit, accounting, taxation, financial management, human resources, information technology or even reception work and other administrative tasks. Many secondary applications interface with Microsoft Excel and so a working knowledge of Microsoft Excel will streamline many tasks relating to data editing, data filtering / sorting, data searching and data presentation - which will empower decision making. ProBeta Training has designed a NEW practical 2-hour refresher course for users with some basic experience, who are then able to hit the ground running with Microsoft Excel. As an accountant, auditor, receptionist, analyst or anyone required to work on Excel, it is essential to have a firm foundation in terms of Microsoft Excel therefore, let ProBeta Training help you.


Course Content:

Enabling delegates to: o Open and create Excel workbook files o Use the 2016 interface o Enter and edit data in a variety of ways o Understand basic formulas and functions o Use the Quick Analysis features new to the 2016 version o Format worksheets and data o Print and share workbooks o Introduction to intermediate functionality including Pivot Tables, VLookUps and Financial formulae


Course Objective:

Recovering Lost Documents: Auto-save function. Built in Templates: Budgets / expense tracker / invoices. Introduction: Terminology / layout and interface / move or copy sheets / Status Bar / Print Preview / Format Painter / various ways to Paste data / How Windows Regional Settings may affect your Excel. Navigating Seamlessly: Freeze panes / Quick access toolbar / How to navigate without a mouse / Line breaks. Data Editing: Sorting / filtering / conditional formatting / data validation / Subtotal formula. Data Searching: VLookUps / CountIf formula / If statements. Data Extraction (basic): Flash fill / Text-to-Columns / Concatenate. Building Formulae: Available library of formulae within Excel / Cell referencing within formula ie relative and absolute references F4-key Mathematical operators within Excel / Reviewing formula with F2-key and CTRL+~ / Spell-check with F7-key. Financial Functions: PMT, IPMT, NPV, FV and PV Tables / Graphs: Quick analysis / charts / pivot tables. Printing: Set print area.


Who Should Attend?

Delegates that make use of Microsoft Excel as part of their daily work duties in a receptionist capacity or other administrative area. Delegates that are involved in various finance fields including auditing, accounting, taxation and financial management. Delegates that prepare reports and need to be able to edit text and numbers.

Risk Management

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Caryn Maitland


Overview:

Any accountant who is preparing financial statements on behalf of their company or client needs to appreciate the economic and legislative landscape that they now find themselves in. This webinar will look and the requirements, statutory obligations and the risks that a preparer faces, especially in light of the Companies Act and Tax Administration Act.


Course Content:

We will look the following elements: Who is the compiler? Compilation in terms of the Companies Act Responsibilities in compiling financial statements (International Standard on Related Services 4410) What can SARS expect of a preparer The way forward


Course Objective:

After attending this webinar, a delegate will be aware of what the Companies Act and Tax Administration Act requirements are of a preparer of financial information. They will also know what documentation they require to keep on file to manage their risk exposure as a result of compiling financial information.


Who Should Attend?

Any person who is involved in the preparation of financial information on behalf of their clients or company.

SAICA Junior Induction

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to be able to conduct themselves in a certain manner. Being employed in a professional environment means that you need to be able to act professionally and communicate professionally. This session aims to explain how to conduct yourself in a professional environment.


Course Content:

Business etiquette Open office etiquette Telephone etiquette Communication skills Interviewing the client E-mail etiquette Time management Teamwork Self-motivation skills


Course Objective:

The objectives of this session is to familiarise first year trainee accountants with their new working environment. After this session, delegates should understand that their development is their responsibility, and that they should take the necessary steps to ensure they create the full possible benefit out of their training contract.


Who Should Attend?

1st year Trainees

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to obtain certain competencies to prove their experience and work level in order to become a CA(SA) or AGA(SA). This course will cover these competencies in detail along with the assessment process to document these competencies and keep them as proof.


Course Content:

The SAICA assessment process a) Understanding the CA training programme b) Assessment definition and principles of assessment c) Benefits and steps in the process d) Assessment instruments and processes e) Individuals and paperwork involved in the process g) Examples of what should be done to achieve these skills h) Prescribed competency skills i) How to apply the assessment and appeals process j) SAICA's requirements, regulations and moderations report k) Explanations of the ratings and decision trees l) Additional guidance and assessment forms


Course Objective:

The objectives of this session is to familiarise first year trainee accountants with their new working environment. After this session, delegates should understand that their development is their responsibility, and that they should take the necessary steps to ensure they create the full possible benefit out of their training contract.


Who Should Attend?

1st year trainees

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, there are some training regulations that needs to be adhered to. Trainees need to be aware of their responsibilities in terms of these regulations, as well as their rights in terms of the agreement. The objective of this session is to take the trainees through the regulations and highlight the important sections applicable to them. This session also covers the regulatory bodies such as SAICA and IRBA, and what the differences are between the two.


Course Content:

Structuring of the accounting profession a) The need to develop the correct professional attitude towards traineeship b) The different roles of SAICA and the IRBA c) The SAICA training contract d) SAICAs philosophy of training and how it assists with the holistic development of the trainee accountant e) The important influence a training officer can have on the trainee accountant�s professional development f) The responsibilities of the training officers g) Trainees� personal responsibilities with regard to their own skills development and assessment (planning, rotation, opportunities, communication) h) SAICA Training Regulations


Course Objective:

The objectives of this session is to familiarize first year trainee accountants with their new working environment . After this session, delegates should understand that their development is their responsibility, and that they should take the necessary steps to ensure they create the full possible benefit out of their training contract.


Who Should Attend?

All first years

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to comply with certain ethical considerations. Being a trainee in a SAICA contract means they need to comply with SAICAs code of conduct and the fundamental principles in terms of the code of conduct. This session provides an overview of the code of conduct and the fundamental principles, as well as disciplinary action being taken against trainees for not complying with the code.


Course Content:

Background to the code Fundamental principles Threats to the principles Safeguards Applying the framework Disciplinary actions


Course Objective:


Who Should Attend?

All newly appointed trainee accountants to the SAICA environment irrespective of whether they are on a 3, 4 or 5 year contract.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to be able to conduct themselves in a certain manner. Being employed in a professional environment means that you need to be able to act professionally and communicate professionally. This session aims to explain how to conduct yourself in a professional environment


Course Content:

Business etiquette Open office etiquette Telephone etiquette Communication skills Interviewing the client E-mail etiquette Time management Teamwork Self-motivation skills


Course Objective:


Who Should Attend?

All newly appointed trainee accountants to the SAICA environment irrespective of whether they are on a 3, 4 or 5 year contract.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to obtain certain competencies to prove their experience and work level in order to become a CA. This course will cover these competencies in detail along with the assessment process to document these competencies and keep them as proof.


Course Content:

The SAICA assessment process Understanding the CA training programme Assessment definition and principles of assessment Benefits and steps in the process Assessment instruments and processes Individuals and paperwork involved in the process New prescribed skills Examples of what should be done to achieve these skills Explanation of the assessment tool How to apply the assessment and appeals process SAICA's requirements, regulations and moderations report Explanations of the new ratings and decision trees Review of the additional guidance and assessment forms


Course Objective:


Who Should Attend?

All newly appointed trainee accountants to the SAICA environment irrespective of whether they are on a 3, 4 or 5 year contract.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Tristan White


Overview:

When a SAICA training contract is entered into, trainees need to understand their responsibilities as well as their rights with regards to the contract. This is contained in the Training regulations. The objective of this session is to take the trainees through the regulations, and highlight the important sections applicable to them. This session also covers the regulatory bodies such as SAICA and IRBA, and what the differences are between the two.


Course Content:

The need to develop the correct professional attitude towards traineeship The different roles of SAICA and the IRBA The SAICA training contract The responsibilities of the training officers Their personal responsibilities with regard to their own skills development Training regulations Core hours Different types of contracts Suspension Cancellation Secondment Academic progress rule Etc.


Course Objective:


Who Should Attend?

All newly appointed trainee accountants to the SAICA environment irrespective of whether they are on a 3, 4 or 5 year contract.

SAICA Training Regulations

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 0 hrs

Presenter: Andri Correia


Overview:

According to SAICAs re-accreditation criteria, the training office is required to make everyone aware of the changes in the new regulations as well as to ensure that everyone involved with trainee accountants have a working knowledge of the latest SAICA Training Regulations. The trainee, training officer, training officer administrator and assessors are required to have this knowledge.


Course Content:

This webinar will take you through each chapter of the SAICA Training Regulations detailing any new information and any insight you may require.


Course Objective:

To familiarise yourself with and obtain a working knowledge of the SAICA Training Regulations.


Who Should Attend?

All trainees, training officers, training office administrators and assessors. Evaluators and reviewers are also strongly recommended.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Andri Correia


Overview:

According to SAICAs re-accreditation criteria, the training office is required to make everyone aware of the changes in the new regulations as well as to ensure that everyone involved with trainee accountants have a working knowledge of the latest SAICA Training Regulations. The trainee, training officer, training officer administrator and assessors are required to have this knowledge.


Course Content:

This webinar will take you through each chapter of the SAICA Training Regulations detailing any new information and any insight you may require.


Course Objective:

To familiarise yourself with and obtain a working knowledge of the SAICA Training Regulations.


Who Should Attend?

All trainees, training officers, training office administrators and assessors. Evaluates and reviewers are also strongly recommended.

Soft skills

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

The problem is not just that we are getting distracted from work; its that were getting distracted from important work by other work. All this distraction takes a toll on the quality of work we deliver and ultimately on our quality of life. People who manage their attention poorly are constantly in reactive mode. That leaves them no time to reflect and thoughtfully apply their knowledge and experience to offer employers an edge in their business the very reasons they were hired in the first place. The truth is, we have to work differently now. We need a new kind of training to be truly effective. This session focuses on productivity skills that empower employees to overcome these new challenges.


Course Content:

Clarity around role priorities rather than specific task priorities The ability to identify and stay focused on the big picture (the company mission and how their job serves it) provides direction for employees that illuminates the important over the (seemingly) urgent. Attention management skills rather than time management skills Attention management training teaches the ability to control distractions, single-task for higher-quality results, and engage in sustained (focused) attention when necessary A comprehensive workflow management system A workflow methodology allows individuals to regain control, feel less scattered, and experience less stress.


Course Objective:

Learn how to identify and stay focused on the big picture, develop your attention management skills, and develop a comprehensive workflow management system.

Individuals: R 460.00 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Great products and services are made and delivered by great teams. Working in a successful and happy team is extremely satisfying. The cooperative atmosphere, the ease of achieving big results and the sense of significance of belonging to a successful team is very appealing. Working as part of such optimal teams is the dream of any individual and organisation. This webinar focuses on transforming a group of people to a team of motivated individuals who work smoothly towards a common goal.


Course Content:

In this webinar you will learn about: Core qualities of a team and the secret to its efficiency Belbin Roles, their effect on maximising efficiency and conflict resolution Structural components of a team and their part in team�s success Effect of time and maturity on team leadership Team life-stages and how to manage each stage Collective problem solving, differences between cooperative and competitive problem solving


Course Objective:

This webinar focuses on transforming a group of people to a team of motivated individuals who work smoothly towards a common goal.


Who Should Attend?

Business professionals that want to successfully manage and operate in teams.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

Plato said:Wise men talk because they have something to say; fools, because they have to say something.We communicate with people for the better part of everyday and should be have mastered it by now. Yet, everyday miscommunications occur between people. This webinar will help delegates understand the different methods of communication and how to make the most of them.


Course Content:

The course will deal with the following: What is communication? Understanding communication barriers Para-verbal communication skills Non-verbal communication skills Speaking like a star Listening skills Asking good questions Appreciative enquiry Mastering the art of conversation


Course Objective:

The delegates should understand the following: What communication is Identify barriers to communication and how to overcome them Non-verbal and para-verbal communication skills Use the STAR method to speak on the spot Listen actively and effectively Ask good questions Conversing and networking with others


Who Should Attend?

Anyone who wants to learn to importance of effectively communicating with their peers and superiors, trainee accountants and administrators that have recently joined the workplace.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

This webinar covers a number of critical guidelines in change management and what is needed to maximise the likelihood of success. Delegates will learn about stages of change, how to persuade people, why people resist change and how to manage organisational changes.


Course Content:

Why change? How change affects people How organisational change works Managing resistance to chang


Course Objective:

This webinar is designed to help the participants familiarise themselves with these topics so they can be prepared to handle them when designing or executing a change management programme.


Who Should Attend?

Individuals responsible for implementing change management processes.

Level: Intermediate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Andri Correia


Overview:

During SAICAs gap analysis, it was identified that communication is a large developmental area required amongst trainee accountants. This high level overview touches on the basics of verbal and written communication as required by any professional.


Course Content:

Coaching and mentoring The difference between coaching and mentoring Understanding yourself and those you are coaching Why coaching is required Coaching skills Key skills Coaching the un-coachable.


Course Objective:

The aim of this webinar is to equip senior trainees and other professional staff with the knowledge of how to adequately coach and mentor their subordinates and trainees.

Level: Intermediate

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Andri Correia


Overview:

During SAICAs gap analysis, it was identified that communication is a large developmental area required amongst trainee accountants. This high level overview touches on the basics of verbal and written communication as required by any professional.


Course Content:

Communications model Understanding the challenges and processes of effective communication Communicating verbally Communicating across language barriers The A-Z of body language The Importance of internal communication Example of a communication plan Communication styles Developing a communication plan.


Course Objective:

The aim of this webinar is to equip trainees or professional staff with the knowledge of how to adequately communicate in a professional environment.


Who Should Attend?

All trainee accountants and other professional staff, who require these skills in order to function at the required level, who are new to the training environment.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Interacting effectively with peers from different cultures, ethnic groups, social classes and historical backgrounds does not come naturally. However, we are required to interact effectively with people from a wide variety of backgrounds and characteristics. In order to do so, we need certain skills and tools to build positive relationships across boundaries.


Course Content:

The 8 steps towards interacting across boundaries Culture clash Clarifying miscommunication Gaining sophistication through relationships Friendships


Course Objective:

Despite the cultural clashes and misunderstandings, this webinar will help you develop positive relationships with diverse individuals.


Who Should Attend?

Individuals who want to build effective relationships with individuals from diverse backgrounds.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

In every relationship you decide how to respond when another person shares a problem or concern. When someone is talking to you about something deeply distressing or of real concern to him or her, you need the skills to listen and respond in a helpful way. The most important thing to remember is that you cannot solve other peoples problems for them. In this webinar we will take a look at how to listen and respond to ensure that other people will make their own decisions and gain their own insights.


Course Content:

Intentions underlying responses Helping people solve their problems Listening and responding alternatives Phrasing an accurate understanding response Expressing acceptance verbally


Course Objective:

This webinar deals will assist you to developing appropriate responses to help others explore a problem, clarify feelings and make the necessary decisions on the way forward


Who Should Attend?

Individuals who want to build relationships and maintain effective relationships in the workplace.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

To develop healthy and successful working relationships with colleagues and clients, trust must be established. On an interpersonal level, trust is the foundation for building and maintaining productive relationships. It is necessary for effective cooperation. Trust is especially necessary for open communication. When we have a high degree of trust in the other person, we tend to communicate accurate, relevant and complete information and we tend to be willing to share our thoughts, feelings and ideas. In this webinar we will be looking at how to meet our personal and work goals by building and maintaining trust.


Course Content:

Understanding what trust is and what it is not Understand how trust is developed and maintained in a relationship Know the difference between appropriate and inappropriate trust The 4 cores of credibility and how to create them The 13 behaviours that build trust Building a high trust organisation Restoring trust when it has been lost


Course Objective:

This webinar focuses on the importance of trust for organisational reputation and provides practical tools to build and maintain levels of trust with colleagues, stakeholders and customers.

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Gillian Peach- Stander


Overview:

Employees spend approximately 80% of their time communicating, being it verbal or non-verbal. Harnessing the power of communication is the key to the success of any business, from office interactions to increasing revenue. It is a proven fact that companies that are thriving in today�s economy, all have one thing in common: productive, motivated and excellent employees. The knowledge and skill of employees are the most valuable assets of any business. When communication breaks down, so does the business. Poor communication could be at the root of many workplace-related problems, causing chronic workplace issues, such as frustration, anxiety, stress, unmet expectations, strained relationships, low morale, dissatisfied clients, family problems, health concerns and most importantly loss of production and a smaller bottom line!


Course Content:

1.What is Communication? (a definition versus our understanding) 2. The communication process 3. Types of communication 4. Barriers of communication 5. Proxemics (space and distance) 6. Styles of communication 7. Methods of communication 8. Communication in the workplace


Course Objective:


Who Should Attend?

Anyone who would like to learn the skills to communicate effectively

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Wouldnt it be wonderful if everyone thought and behaved as we do? Working life would be so simple if we could rely on others to behave exactly like us. So often, when someone is out of step with us we brand them difficult when perhaps we meant that their behaviours dont match our own. Part of the art of dealing with difficult people is to take a step back and examine whether their behaviour is likely to cause any problems for us or others at work, or whether they simply have a different view of life and their apparently difficult behaviour is in no way detrimental to team relationships and productivity. Its when their different approach gets in the way that we have to take action.


Course Content:

Understanding and preventing difficult behaviour Common causes of difficult behaviour and what can be done to prevent, reduce or remove such behaviours. Developing skills for managing difficult people Investigating the underlying causes of behaviours and deal with them at an objective, rational level. More advanced skills for managing difficult people Using the tricks of language and influence and how to change peoples behaviours in a second. Managing specific types of difficult behaviour How to encourage changes in the behaviour of difficult people without giving direct feedback. Feedback that works and critical conversations Using CASE to provide feedback on difficult behaviour. Managing conflict Be aware that clashes of culture can cause conflict and apply the appropriate tools to reach a solution.


Course Objective:

This webinar focuses on two aspects of managing and working with difficult people: Prevention creating an environment in which colleagues feel supported and motivated. Cure dealing with difficult behaviour when it arises.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

This high-level overview addresses this important and most often preferred form of business communication in the modern workplace.


Course Content:

1. Importance of electronic communication 2. Composition of a successful email 3. Consider the recipient of the email 4. Professional and effective communication skills 5. Tame your inbox


Course Objective:

The aim of this webinar is to equip an individual in the workplace on how to successfully navigate their inbox and communicate with their colleagues and external parties.


Who Should Attend?

Any newly appointed individual or trainee accountant that has recently joined the work environment. Seasoned individuals will also benefit to fine tune their skills of effective communication.

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Lettie Janse van Vuuren


Overview:

Some people are just good at exams. This can be an invaluable asset in school, university and many careers.Despite seeming to drift through school and university in a bit of a daze, there are some students who always seem to do best when it comes to the exam papers. Why? It's because of a basic principle that some students are lucky enough to be taught at an early age. Some things can be done to make exams a more valuable, worthwhile and less threatening experience for students.


Course Content:

How to study Auditing; How to answer Auditing questions; How to study Accounting; How to answer Accounting questions; How to study Taxation; How to answer Taxation questions; How to study Financial Management; How to answer Financial Management questions.


Course Objective:

This interactive two hour course will provide hands-on, expert advice on how to read, interpret and answer the questions effectively and with confidence for exam success.


Who Should Attend?

Students preparing for their tests of professional competence in accounting, taxation and auditing

Individuals: R 460.00 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

This webinar will give delegates an understanding of the importance of Customer Service for both the organisation and the individual. It will give them the tools and understanding to create strong and lasting customer relationships with internal and external customers. They will learn how to handle difficult situations and upset customers and how effective customer service will be productive for both them and the organisation.


Course Content:

By attending this webinar, delegates will: � Understand the importance of effective communication in customer service � Learn how to build rapport through relationship building � Dealing with difficult people and situations � Taking care of yourself by learning how to stay calm in difficult situations


Course Objective:

� Understand how customer service creates revenue and healthy organizations � Understand the impact of poor customer service on the organisation and on the individual � Appreciate how dealing effectively with customers can reduce personal stress at work � Identify internal and external customers and that they are equally as important � Build on listening strengths and reduce obstacles to listening � Effectively use problem-solving, questioning, and solution exploring techniques � Appreciate the power of words and using the correct body language � Recognise and respond effectively to specific customer behaviours � Convey unpleasant information and negotiate solutions


Who Should Attend?

Organisations and individuals who want to improve customer service and build long term customer relationships

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

For any organisation to be effective and efficient in achieving its goals, the people in the organisation need to have a shared vision of what they are striving to achieve, as well as clear objectives for each team / department and individual. You also need ways of recognising and resolving conflict amongst people, so that conflict does not become so serious that co-operation is impossible. All members of any organisation need to have ways of keeping conflict to a minimum - and of solving problems caused by conflict, before conflict becomes a major obstacle to your work.


Course Content:

The 8 Causes of Conflict and Tension Different conflict styles Interest-Based Relational Model The conflict resolution process


Course Objective:

Learn to face and resolve conflict and ensure that team members feel respected and understood, and that you appreciate their differences.


Who Should Attend?

All Staff

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Gillian Peach- Stander


Overview:

Happiness is not something ready-made. It comes through your own actions. The Dalai Lama Increasing ones happiness can be done through the power of positive thinking. That is one skill that this webinar will touch on to teach you how to be happier. With our How to increase productivity in the workplace? webinar you will engage in unique and helpful ways to increase your happiness. This webinar will in turn be able help you in your professional and personal lives. It will improve your communication skills, increase productivity, and lesson absenteeism.


Course Content:

Discuss how planning ahead cultivates workplace happiness Create a nightly routine and daily plan Relate more effectively to others in the workplace Understand how the workplace environment impacts happiness Think more positively Take actions that will create greater workplace happiness


Course Objective:


Who Should Attend?

Anyone who would like to learn how to increase their happiness.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Experts on the science of success know the brain is a goal-setting organism. Whatever goal you give to your subconscious mind, it will work night and day to achieve. Why then do we set goals, often the same ones, at the beginning of every year that we just dont reach? It is all about where we begin! To achieve your goals they need to be connected to your purpose, your vision, and your true needs. Once you have clarity in these areas you can convert them into specific, measurable goals and objectives and then act on them with certainty that you will achieve them.


Course Content:

Apply the 100% responsibility principle Develop a personal purpose statement Make an I want List Become an Inverse Paranoid Unleash the power of Goal-Setting Overcome fears and roadblocks Take the first step


Course Objective:

At the end of this webinar you will not only have a list of goals that are linked to your life purpose and started a practical plan to accomplish your objectives.


Who Should Attend?

Everyone who want to achieve their personal and professional goals.

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Bianca Filmalter


Overview:

Develop the awareness, knowledge, skills and attitudes needed to deliver effective professional presentations. The webinar is divided between what good communication is, how to prepare an effective presentation, and delivering your presentation so that you have a persuasive impact on your audience.


Course Content:

In this webinar we will cover: Effective Communication Understanding our audience Presentation skills Delivering your presentation


Course Objective:

Understand the purpose of your presentation Strategically plan your presentation based upon an audience analysis Apply assertive verbal skills to capture and maintain audience interest Develop awareness of how effective non-verbal messages are communicated Design and use appropriate visual aids to support your presentation Apply a rigorous communication checklist in evaluating presentations


Who Should Attend?

Business professionals that require the skills to make successful presentations.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Mariette Muller


Overview:

We each make money in ways, but we are never educated on how to manage our own personal finances. In the current economic climate, it is even more important to know what is the best way to spend and more important save your money.


Course Content:

How to budget Spending habits How to reduce expenses Managing your debt Paying off your debt Saving for a rainy day Saving for retirement


Course Objective:

The delegate will have a basic understanding of: Budgeting Expenses Borrowings Long term financial planning


Who Should Attend?

Any person who wants to take charge of their personal finances.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 2 hrs

Presenter: Bianca Filmalter


Overview:

Nice is necessary but not sufficient! This webinar deals with the issues women struggle with, and will provide you with great tips and tools that can be used to succeed in the workplace.


Course Content:

Topics include: -You can only win the game if you actually play -You dont need to think or be like a man -Just because you can do something, doesnt mean you should do it -Negotiation is not confrontation -You dont need to take a poll to make a decision -The negative effect of needing to be liked


Course Objective:

Learn how to avoid the unconscious mistakes women make that sabotage their careers and gear up for success.


Who Should Attend?

Women who want to take their career to the next level.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Gillian Peach- Stander


Overview:

Manners are more important than laws. Manners are what vex or soothe, corrupt or purify, exalt or debase, barbarize or refine us Edmund Burke Welcome to the Office Etiquette webinar. Success in any industry relies on relationships, whether with co-workers, clients, suppliers, or investors. When you�re well-mannered and considerate in dealing with others, you create engaging, productive, and long term business relationships. As such, it is important to learn, not just the technical side of a business, but how to conduct one�s self in the company of others.


Course Content:

Define etiquette and provide an example of how etiquette can be of value to a company or organisation. Understand basic guidelines when it comes to the proper form of address, grammar standards, and use of acronyms in e-mails. Understand basic guidelines in the use of the telephone, voicemail, and cell phone. Understand basic guidelines in international etiquette.


Course Objective:


Who Should Attend?

First year trainees and anyone who would like to learn the skills for office etiquette (more specifically phone and email etiquette).

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

As a business professional, the ability to write clearly and concisely is not an optional skill iit is a critical one. Anyone can develop and master this critical writing skill over time. This webinar will show you and help you teach others a simple process to use that will improve your general writing skills whether it's an email, letter, proposals, and even your CV.


Course Content:

In this course you will learn an easy 5-step business writing process that will: Prevent writers block and help you identify your most important ideas Influence your audience better and sell your ideas Make your writing professional, impactful and easy to understand


Course Objective:

This webinar focuses on Explaining the five steps in the writing process Generating ideas using five techniques Analysing an audience and selecting ideas that are most meaningful to the receiver Organising ideas based on audience needs and document purpose Draft a document and give impactful feedback.


Who Should Attend?

Business professionals that want to write professional clearly and concisely.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Whether we like it or not, a big part of what we do in life is governed by habits. Even more importantly, habits can lead us to think and feel in certain patterns. Since habits are so powerful, it's worth paying attention to them and developing habits that will lead to our success at work and in life.


Course Content:

How habits work understand the science behind habit formation. How to effectively create new habits The Golden rule of habit transformation The neurology of free will


Course Objective:

To replace unproductive habits with new productive habits that directly impact on your success in the workplace and life.


Who Should Attend?

Individuals that want to know why they do what they do and how to change.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

This webinar focuses stress management. We are always under some stress, as long as we are alive. Sometimes the stress is low for instance, when we are asleep, and sometimes the stress is high for instance, when we are being attacked by muggers. But as long as we are alive, we are experiencing stress. Stress cannot be avoided and our stress level is never at zero. What is importance is how we manage stress because it has a great influence on our ability to reach out to other people, build relationships, and maintain them over a long period of time.


Course Content:

The nature of stress Managing stress through social support systems The nature and value of anger Rules of managing anger constructively Eliminating unwanted feelings from your life


Course Objective:

This webinar is designed to help the participants familiarise themselves with the nature of stress and how to manage the stress and anger that arises on a daily basis.


Who Should Attend?

Individuals who want to build relationships and maintain effective relationships in the workplace.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

Do you ever find yourself snowed under at the office, or even just glued to the couch, when you really want to leave on time (for once), get to the gym (at last), and finally start that fun project you're always putting off? You may already think you know how to be organised and you may already write to do lists but to take control of your work and personal life, you need to realise there is an art to it. This webinar will help you to set goals, push through small annoyances and obstacles to meet those goals and achieve bigger goals.


Course Content:

Get out of your own way discarding and organising Set goals Focus and prioritise Get the basics right Commitment


Course Objective:

This webinar focuses provides practical tools to assist you to take back control of the work and personal life.


Who Should Attend?

Individuals who want to learn to spend their time more productively and achieve their personal and work goals.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

This is the 2nd part of the Taking Back Control series. During this webinar we will briefly review part 1 of the series and move on to managing your other resources so that you can get to the things on your wish-list. We will take a look at techniques to use our willpower to take back control. We will also be discussing the tougher things, like getting older, getting ahead, getting healthy and getting better at life in general.


Course Content:

Review strategise, prioritise and commit Summoning willpower to take back control Responsibilities and relationships Work and finance Health, home and lifestyle


Course Objective:

This webinar provides practical tools to assist you to take back control and win at life.


Who Should Attend?

Individuals who want to learn to spend their time more productively and achieve their personal and work goals.

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Bianca Filmalter


Overview:

We are created not for isolation but for relationships. Initiating, developing and maintaining caring and committed relationships is the most important (and often the most underestimated) activity in our lives. From the moment we are born to them moment we die, relationships are the core of our existence. While constructive relationships are of great value, there are also numerous difficulties in forming them. Doing so requires mastering a wide variety of interpersonal skills. In this webinar we discuss the specific interpersonal skills needed to build and maintain relationships.


Course Content:

The Interpersonal skills required to build constructive relationships The value of constructive relationships Difficulties in forming constructive relationships How to master interpersonal skills Committing to building effecting relationships


Course Objective:

This webinar is designed to guide participants in the process of improving interpersonal relationships and overcome the barriers that prevent healthy relationships.


Who Should Attend?

Individuals who want to build relationships and maintain effective relationships in the workplace.

Level: Basic

Individuals: R 316.25 (Incl. VAT)

CPD Hours: 1.5 hrs

Presenter: Andri Correia


Overview:

This high level overview touches on the basics of managing time and stress during articles, as well as in life in general, as required by any professional.


Course Content:

The aim of this webinar is to equip trainees and professional staff with the knowledge of how to adequately manage time and stress within a professional environment.


Course Objective:

Time management: Goals, priorities and planning Personal goal setting 10 Steps to attaining your goals The Pareto Principle Defining priorities Time management principles To do list Learning to say 'No'. Stress management: What is stress? Practical stress management In summary: 10 ways to simplify your life.


Who Should Attend?

All trainee accountants and other professional staff, who require these skills in order to function at the required level, or who are new to the training/business environment.

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Tania Rhode


Overview:

1. What is the WSP/ATR (Annual Training Report)/PIVOTAL Reports and the benefits to companies for submitting this to the SETA�s on an annual basis? 2. Unpacking the process of gathering all the data, compiling and submission to the relevant SETA. 3. Understanding what the OFO code is and how to link it to the occupation 4. Roles and Responsibilities of the Training Committee and the SDF; Understanding accredited vs unaccredited training


Course Content:

What is a WSP/ATR(Annual Training Report) and PIVOTAL Report What are the benefits of submitting these reports to the SETA Why is it compulsory for certain companies to submit Understanding the reporting period and deadline date of submission Supporting documentation that must accompany these reports


Course Objective:

To gain a full understanding of WSP/ATR submission process


Who Should Attend?

Skills Development Facilitators (SDF), Training, HR, B-BBEE coordinators/administrators, Training Managers, HR Managers, Training Providers, Transformation Managers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Tania Rhode


Overview:

This 4-part series will cover the following: 1. What is the WSP/ATR (Annual Training Report)/PIVOTAL Reports and the benefits to companies for submitting this to the SETA�s on an annual basis? 2. Unpacking the process of gathering all the data, compiling and submission to the relevant SETA. 3. Understanding what the OFO code is and how to link it to the occupation 4. Roles and Responsibilities of the Training Committee and the SDF; Understanding accredited vs unaccredited training


Course Content:

Unpacking the WSP/ATR and PIVOTAL Reports Supporting documentation that must accompany the submission to the SETA This will involve demonstrating the templates to be used and working through all fields


Course Objective:

To gain a full understanding of WSP/ATR submission process


Who Should Attend?

Skills Development Facilitators (SDF), Training, HR, B-BBEE coordinators/administrators, Training Managers, HR Managers, Training Providers, Transformation Managers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Tania Rhode


Overview:

This 4-part series will cover the following: 1. What is the WSP/ATR (Annual Training Report)/PIVOTAL Reports and the benefits to companies for submitting this to the SETA�s on an annual basis? 2. Unpacking the process of gathering all the data, compiling and submission to the relevant SETA. 3. Understanding what the OFO code is and how to link it to the occupation 4. Roles and Responsibilities of the Training Committee and the SDF; Understanding accredited vs unaccredited training


Course Content:

Understanding what the OFO(Organising Framework forOccupations) Identifying and linking your OFO codes for the WSP reports Process to have new OFO codes registered


Course Objective:

To gain a full understanding of WSP/ATR submission process


Who Should Attend?

Skills Development Facilitators (SDF), Training, HR, B-BBEE coordinators/administrators, Training Managers, HR Managers, Training Providers, Transformation Managers

Individuals: R 563.50 (Incl. VAT)

CPD Hours: 1 hrs

Presenter: Tania Rhode


Overview:

This 4-part series will cover the following: 1. What is the WSP/ATR (Annual Training Report)/PIVOTAL Reports and the benefits to companies for submitting this to the SETA�s on an annual basis? 2. Unpacking the process of gathering all the data, compiling and submission to the relevant SETA. 3. Understanding what the OFO code is and how to link it to the occupation 4. Roles and Responsibilities of the Training Committee and the SDF; Understanding accredited vs unaccredited training


Course Content:

The role of the SDF in the WSP submission process The role of the Training Committee Accredited vs Unaccredited courses


Course Objective:

To gain a full understanding of WSP/ATR submission process


Who Should Attend?

Skills Development Facilitators (SDF), Training, HR, B-BBEE coordinators/administrators, Training Managers, HR Managers, Training Providers, Transformation Managers

Make Booking Instructions

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Online Courses

The ProBeta Online Learner Management System specialises in delivering high-quality cost-effective online video training that includes a wide range of Accounting, Auditing and Tax topics.

The ProBeta Online Learner Management System is particularly suited for those candidates who cannot spare regular time in a classroom workshop. You can listen to our recorded webinars and learning sessions whenever you want, wherever you want. There is no time limit, you can move at your own pace.

If you're not sure what you want to register for, it might be a good idea to browse our course categories or subjects to determine where your interests lie. All that you have to do once you've found a session that you are interested in, is to register for the specific on-line session by clicking on Make Booking and select the "Online Booking" and follow the steps provided on the screen.

At the end of each lesson, we provide multiple choice and interactive tests in order for you to assess the knowledge you have obtained as you progress.

Your success is our priority!

For any enquiries please contact us at info@probetatraining.co.za or 011 886 1395.