Taxation Responsibilities: Donor, Trustee, Trust, or Beneficiaries - Who Bears the Tax Burden?

Firm/Group/Company - R2127.50 (VAT Incl.) Individuals - R598.00 (VAT Incl.)
Firm/Group/Company - R1598.50 (VAT Incl.) Individuals - R448.50 (VAT Incl.)
Ms Jeanmari Van Der Schyff
4 Jun '25
09h00 - 11h00
2
Attending the course and successfully completing the post-assessment, will grant you 2 hour/s verifiable CPD, recognised by the various professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the CPD certificate will only be issued once the post-assessment has been completed.
Web Based (Online)
GILLIAN PEACH-STANDER
gillian@probetatraining.co.za

Understanding tax responsibilities regarding Trusts is crucial, especially considering the complexity that can arise from the various role players involved. In our session, we will delve into taxation rules, ensuring you have the knowledge to avoid unexpected tax payments. Rest assured, by the end of this course, you will be equipped with the necessary knowledge to handle Trust taxes with confidence.

• Type of Trusts and their consequences

• Trust taxation on:
o Income earned by the Trust, including donations.
o Distributions made by the Trust.
o Trust income kept by the Trustees.
o Trust expenses
o Capital gains

• Taking section 25B into consideration

• Anti-avoidance provisions with Trusts

This course is designed to cater to a wide range of professionals. It's not just for trustees or those in charge of administrating and managing trusts. It's for all taxpayers (including trust beneficiaries), tax practitioners, advisors, auditors, and other professionals who might benefit from it. We believe that everyone has a role to play in understanding and managing Trust taxes.