Overview   

Trust administration is a rapidly growing field that presents tremendous opportunities for accountants to expand their services and cater to the needs of high net worth individuals, families, and organisations. 

In this webinar, we will delve into the essential aspects of establishing a successful trust administration practice, equipping accountants with the knowledge and tools necessary to navigate the intricacies of trust administration and provide value-added services to their clients. 

 Join our presenter Nicolene Schoeman-Louw on 16 August 2023 from 10:00 a.m. to 12:00 p.m. as she shares her insights, experiences, and best practices regarding how you can add trust administration to your service offering. 

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Understand the fundamentals of trust administration and its importance in wealth management. 

• Have full understanding of the different types of trusts and their specific purposes. 

• Knowledge of the roles and responsibilities of a trust administrator. 

• Develop a comprehensive strategy for establishing a successful trust administration practice. 

• Identify potential clients and target markets for trust administration services. 

Content  

The webinar will cover the following topics:  

• An overview of trust administration  

• Different types of trusts and their purposes. 

• Roles and responsibilities of a trust administrator. 

• Developing a Trust Administration Strategy. 

• Identifying potential clients and target markets.  

  • Assessing the competitive landscape and positioning your practice effectively. 

  • Defining service offerings and pricing models. 

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, SAICA and SAIPA. 

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

About the presenter 

Nicolene  Schoeman-Louw 

Nicolene  Schoeman-Louw is the Founder and Managing Director of Schoeman Law Inc in Cape Town, South Africa. She is an admitted Attorney of the High Court of South Africa, Conveyancer, Notary Public and Mediator with a passion for assisting entrepreneurs to reach their most ambitious goals. 

Nicolene holds an LLB degree cum laude, LLM from the University of the Free State and a postgraduate diploma in financial planning (CFP) from the University of Stellenbosch. She lectured at the University of the Free State during her studies, presently guest-lectures at Stellenbosch Business School. She also presents seminars and workshops on a wide range of legal topics for various organizations. Nicolene is the Co-Founder and Managing Director of PocketAdvisor where she also doubles up as a skilled facilitator. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Legal personnel of a practice. 

 Price            

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R184 per person (up to 5 users) 

• Group Price 2 - From R121 per person (up to 10 users)

• Group Price 3 - From R109 per person (over 11 users)

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. 

Corporate Training Solutions

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.

Contact Us

Have any questions or need any assitance? Contact us today!

• Online chat through our website.
• WhatsApp: Start chatting (+27635026114)
• Phone: 010 593 0466
• E-mail: [email protected]