Overview
Trusts play a critical role in estate planning, asset protection, and wealth management. Effective trust administration is essential to ensure legal compliance, protect beneficiaries’ interests, and uphold the fiduciary duties of trustees.
This webinar provides a practical overview of trust administration, focusing on legal responsibilities, governance requirements, and best-practice approaches to managing trusts efficiently and compliantly.
Learning objectives
Attending this webinar will equip you with the following skills:
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Understand the legal framework governing trusts
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Identify the roles and duties of trustees
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Administer trusts in accordance with trust deeds and legislation
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Manage fiduciary responsibilities and compliance obligations
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Avoid common trust administration errors
Content
The webinar will cover the following topics:
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Introduction to trusts and types of trusts
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Legal framework governing trusts
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Roles, powers, and fiduciary duties of trustees
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Trust deeds: interpretation and practical application
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Administrative requirements and record-keeping
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Financial management and reporting obligations
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Tax considerations in trust administration
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Common pitfalls and governance challenges
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Best practices for effective trust administration
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.
Who should attend?
The following persons will benefit from attending this webinar:
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Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.
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Registered auditors.
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Audit managers.
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Trainee accountants.
Price
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R 450.00 - Online admission - Individual.
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Group Price 1 - From R337 per person (up to 5 users)
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Group Price 2 - From R260 per person (up to 10 users)
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Group Price 3 - From R224 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:
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A summarised slide presentation.
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Reference documents and/or course material where available.
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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 corporate@accountingacademy.co.za 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 assistance? Contact us today!
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Online chat through our website.
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WhatsApp: Start chatting (+27635026114)
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Phone: 010 593 0466
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E-mail: ticket@accountingacademy.co.za