Overview   

Accountants are trusted professionals that can oversee the administration of insolvent and deceased estates on behalf of their clients.   

This oversight function requires that one has full knowledge of the procedures involved in the administration of estates. It is also essential to have background knowledge of relevant legislation - the Administration of Estates Act, and the Insolvency Act.  

This webinar gives you knowledge on how to execute your duties in the administration of deceased and insolvent estates. Join Jako Liebenberg CA(SA) on 20 July 2021 from 10:00 a.m. to 12:00 p.m. as he takes you through the processes and procedures involved. Jako will also give you legal background of estates administration.  

Learning objectives  

  By attending this CPD webinar you will develop the following competencies:   

• Have knowledge of the relevant parts of legislation that govern the administration of insolvent and deceased estates.  

• Have a practical understanding of statutory requirements in reporting, administering and winding up an estate. 

• Have an appreciation of what happens to an individual’s assets and liabilities upon death as well as basic estate tax requirements. 

• Be aware of the role played by the Master of the High Court with regards to deceased estates. 

• Know all other stakeholders' roles and responsibilities including the executor/administrator.   

Content 

  The webinar will cover the following topics:  

• Introduction. 

• Relevant legislation: 

  • Administration of Estates Act. 

  • Insolvency Act. 

• Important definitions. 

• Stakeholders and their responsibilities. 

• Administrative processes. 

• Practical pitfalls and solutions. 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAIBA, SAICA and SAIPA. 

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: CA(SA), Professional Accountant (SA), FCCA, BAP(SA), AGA(SA), and ACCA. 

• Accounting officers. 

• Attorneys. 

 Price  

• R 450.00 - Online admission - Individual. 

• Group Price 1 - R950 (maximum of 5 attendees) 

• Group Price 2 - R1 850 (maximum of 10 attendees)

• Group Price 3 - R2 650 (maximum of 15 attendees) 

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: 

• A 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 the presenter after the webinar.