New Your professional growth, all in one place — explore the catalogue →
CIBA
Log in

Taxation of Trusts

The purpose of this webinar is to understand trusts from a taxation perspective, and to navigate the various taxing provisions that apply to trusts. There are so many pitfalls and risks, but attendees will be empowered to recognise these and help clients with practical solutions.

3 CPD units 14 February 2025 1 presenter

What will set you apart

By completing this course you will gain the following competencies

  • Understand the nature and purpose of a trust.
  • There are some many tax provisions that apply, but how to navigate these provisions.
  • Practical steps that can be implemented to ensure the most tax efficient structures, while focusing on the key objective of the trust.
  • Consider some of the most significant risks.

Event breakdown

  • Introduction to trusts – What is a trust?
  • The various tax provisions that apply to trusts and donations
  • Proper planning and long-term strategy
  • Common pitfalls and risks
Category: TaxationType: CPD CourseCPD category: Tax

Description

This webinar is designed to give tax practitioners and other professionals a working understanding of trusts and the tax provisions, with practical tools and ideas to address the various risks and pitfalls, fining the most tax efficient way to manage and structure trusts. Getting it wrong is very costly and difficult to fix later.   The session will look at the typical trust structure issues, such as the loan account that is used to get assets into a trust, and consider alternative means to address these issues. The session will also address common errors that could cost the taxpayer more than double in taxes.

Presenters

Ettiene Retief

Ettiene Retief — Ettiene is an experienced accountant, business advisor and tax practitioner with over 30 years of experience in taxation, accounting, corporate law and compliance. He runs a specialist tax and corporate advisory practice and has extensive experience engaging with SARS, National Treasury and professional bodies on tax policy and legislation. Ettiene is also a seasoned lecturer, author and speaker, regularly presenting on taxation and related technical topics.

You will earn a certificate

On successful completion you will receive a certificate for 3 CPD units in Tax.

Requirements

  • Laptop, desktop, or mobile device with internet access
  • Microsoft Edge, Google Chrome, Safari, or Firefox browser