Overview   

Are trusts still relevant today? The two main reasons why people favour the creation of trusts are; asset protection and continuity. Under most circumstances the assets of a trust are protected from creditors and trusts outlive their trustees.  

These two reasons make trusts attractive. However, the taxation and accounting treatment of  trusts require special considerations that every accounting and tax practitioner needs to be aware of.    

Join Jako Liebenberg CA(SA) as he presents a webinar that focuses on trusts and deceased estates. The webinar will be on 2 April 2020 from 09:00 am to 11:00 am, giving you 2 CPD hours.  

Learning objectives  

By the end of this event the participant should: 

• Get an overview of estate planning and trust law. 

• Understand accounting for trusts and deceased estates. 

• Understand how to draft an estate plan and administer an estate. 

• Understand how to correctly create and administer a trust. 

• Understand curatorship and the roles and responsibilities thereof. 

Content 

The webinar will cover the following topics:  

• Introduction to estate planning and trust law; 

• The Income Tax Act on trusts. 

• Creating a valid and lawful trust. 

• The roles, responsibilities and liabilities of: 

  • The trust founder; and  

  • Beneficiaries. 

• Administering and terminating a trust. 

• The deceased estate administration process. 

• Curatorship - roles and responsibilities. 

• Creating a proper estate plan. 

• Trusts and deceased estates – accounting treatment. 

Obtaining your CPD certificate 

This webinar qualifies for 4 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies. 

All attendees are issued with a CPD certificate available in an online profile. 

About the presenter 

Jako Liebenberg CA(SA) 

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012. 

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.  

Who should attend 

The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA(SA), CA(SA),PA(SA) and BAP(SA); 

• Accounting officers; 

• Bookkeepers;  

• Tax practitioners; 

• Attorneys; and  

• Accounting department staff. 

Price 

• R 475.00 - Online admission - Individual. 

• R 950.00 - Online admission - Company. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here 

 to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here 

 to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• Summarised slide presentation 

• Reference documents and / or course material where available 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar