Chartered Accountant (SA) Solution
Resource Centre and Subscription Plan


Chartered Accountants Solution: Resource Centre, Accounting Library & CPD Subscription Plan

In an ever-evolving accounting landscape, empower your professional journey with resources designed to address your unique challenges. We’ve listened to your concerns, understood your needs, and designed a subscription that equips you with the knowledge, tools, and insights necessary to thrive in your career, stay ahead of legislative changes, leverage technological advancements, and enhance your professional skills with confidence.

This subscription plan includes:

Technical Support CPD Webinars Acts Online
Unlimited access to experts to answer all your technical questions. Stay current and succeed with access to live and On Demand CPD webinars. Online access all national legislation.
Legislation & Standards Resource Centre Upskill
Stay updated and compliant with the latest legislative amendments and regulatory standards. Access to sample templates, tools, and guides. Upskill with our On Demand Short Courses.

You also get free access to Infiniti: our comprehensive CPD management application tool that complies with SAICA's reflective plan requirements.



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Your Subscription Plan

Calendar of Webinars for 2024  

Accounting

Mode

Month

CPD Hours

Legislation and Regulation      
Annual Accounting Update 2023 / 2024 Live Webinar November 2023 4 hours
Monthly Compliance and Legislation Update Live Webinars Monthly 2 hours per session
Monthly Accountants Discussion Forum Live Webinars Monthly 1 hour per session
Unlocking Your Future: Exploring Diverse Accounting and Auditing Learnerships in South Africa (4 Sessions) Live Webinars Starting April 2024 1 hour per session
SAICA 2024 Training Regulations Update Live Webinar Febuary 2024 2 hours
How to Prepare for a SAICA Visit Live Webinar Febuary 2024 1 hour
SAICA CA2025 Training Programme Updates Live Webinar March 2024 2 hours
Non-Compliance with Laws and Regulations (NOCLAR) Live Webinar March 2024 2 hours
Companies Act Update Live Webinar March 2024 2 hours
CIPC Update Live Webinar May 2024 1 hour
Companies Act Refresher (September) Live Webinar September 2024 2 hours
Annual Audit (ISA) Update Live Webinar September 2024 2 hours
Ensuring Compliance with Government Departments: UIF, COIDA, and SDL Live Webinar October 2024 2 hours
Accounting Update and Refresher Live Webinar November 2024 4 hours
       
Financial Reporting      
Drafting Financial Statements (Foundational Principles) Live Webinar Febuary 2024 2 hours
Drafting Financial Statements (IFRS for SMEs) Live Webinar March 2024 2 hours
Drafting Financial Statements (Full IFRS) Live Webinar April 2024 2 hours
Resolving financial reporting issues in practice Live Webinar April 2024 2 hours
IFRS for SMEs updates and their implications on financial reporting Live Webinar May 2024 2 hours
IFRS updates and their implications on financial reporting Live Webinar June 2024 2 hours
Accounting for Attorney Trusts Live Webinar August 2024 2 hours
       
Business Advisory      
Cost and Management Accounting (Core Concepts and Techniques) Live Webinar April 2024 2 hours
Cost and Management Accounting (Strategic Management Accounting) Live Webinar May 2024 2 hours
Gain Insights from other Successful Practitioners on How to Become a Trusted Advisor (4 Sessions) Live Webinars Starting May 2024 1 hour per session
Business Valuations (Foundational Principles) Live Webinar June 2024 2 hours
Conducting Business Valuations Live Webinar July 2024 2 hours
Performing Due Diligence Engagements (ISRS 4400) Live Webinar July 2024 2 hours
Estate Planning: Wills and Trusts Live Webinar September 2024 2 hours
Fundamentals of Financial Statement Analysis Live Webinar October 2024 2 hours
Advanced Financial Statement Analysis: Tools and Techniques Live Webinar November 2024 2 hours
       
Technology      
AI-Powered Accounting: Unleashing Productivity with AI Tools Live Webinar May 2024 2 hours
Latest Technology in Accounting Practice Live Webinar August 2024 2 hours
Streamline Accounting Workflows with new Technologies Live Webinar September 2024 2 hours
       
Practice Management      
Strategic Planning for Accounting Practices: A Roadmap Live Webinar February 2024 2 hours
Exploring Innovative Business Models for Accounting Firms Live Webinar July 2024 2 hours
Quality Management in Accounting Practice (ISQM 1) Live Webinar September 2024 1 hour
Talent Management Strategies for Accountancy Firms Live Webinar October 2024 2 hours
       

Auditing and Assurance

     
Understanding the Scope and Purpose of Financial Statement Audits Live Webinar February 2024 2 hours
Quality and Ethical Standards in Audits Live Webinar March 2024 2 hours
Audit Planning and Strategy Live Webinar April 2024 4 hours
Risk Assessment in Financial Statement Audits Live Webinar May 2024 2 hours
Public Sector Auditing Live Webinar June 2024 2 hours
Practice Management and Business Advisory in Auditing Live Webinar July 2024 4 hours
Small and Medium-size Practices (SMPs) Auditing Live Webinar August 2024 4 hours
Audit Methodologies and Technologies Live Webinar September 2024 4 hours
Audit Evidence and Procedures Live Webinar October 2024 2 hours
Communication and Reporting in Audits Live Webinar November 2024 1 hour
       

Taxation

Mode

Month

CPD hours

Managing a Successful, Efficient, and Thriving Tax Practice      
Tax Technologies: Why Tax Practitioners Should Care Live Webinar March 2024 2 hours
The Tax Professional of the Future: What to Expect & How to Respond Live Webinar April 2024 2 hours
Unleash the Power of AI in Tax Pracrtice: Practical Guidance to leverage ChatGPT Live Webinar May 2024 2 hours
Efficiency Hacks for the Busy Small Tax Practice Live Webinar May 2024 2 hours
SARS Tax Return Automation and the Evolution of Tax Compliance Live Webinar June 2024 2 hours
Moving Beyond Compliance and Becoming a Trusted SME Advisor Live Webinar July 2024 2 hours
Ethics in Tax Practice Live Webinar August 2024 4 hours
       
Tax Updates      
Annual Tax Update 2023/2024 Workshop* & Live Webinar November 2023 4 hours
Monthly SARS & Tax Update with Jackie Arendse Live Webinar Monthly 2 hours per session
Tax Café Practical Guidance: Resolving Current Issues with Carmen Westermeyer Live Webinar Monthly 2 hours per session
Making Sense of the 2024 Budget: A Tax Perspective Live Webinar February 2024 2 hours
2024 Annual Budget and Tax Update Workshop* & Live Webinar March 2024 4 hours
Annual Tax Update 2024/2025 Workshop* & Live Webinar November 2024 4 hours
       
eFiling      
Tax Practice Support: Resolving eFiling Issues Live Webinar Bi-monthly 2 hours per session
e@syFile: 2024 Employer Annual PAYE Reconciliation Live Webinar April 2024 2 hours
       
Individuals Tax      
Advising High Net Worth Individuals Live Webinar March 2024 2 hours
Ensuring Tax Efficiency: When Tax is Triggered on Cryptocurrencies Live Webinar April 2024 2 hours
Practical Guidance: Tax Returns for South Africans Working Abroad Live Webinar May 2024 2 hours
Current Individual Taxpayer Issues: Practical Guidance Completing the ITR12 Workshop* & Live Webinar July 2024 4 hours
       
Payroll      
PAYE Compliance Made Easy Live Webinar February 2024 2 hours
Annual Payroll Update Live Webinar April 2024 2 hours
       
Provisional Tax      
Provisional Tax: Practical Guidance to Avoid Penalties and Interest Live Webinar June 2024 2 hours
       
Corporate Tax      
Current Corporate Taxpayer Issues: Completing the ITR14 Live Webinar May 2024 2 hours
Taxation of SMMEs Live Webinar August 2024 2 hours
Tax Compliance Considerations of Public Benefit Organisations Live Webinar September 2024 2 hours
Demystifying Deferred Taxation Live Webinar October 2024 2 hours
       
Capital Gains Tax      
CGT: Focus on Current Issues in Practice Live Webinar April 2024 2 hours
       
VAT      
Practical Guidance: Current VAT Issues in Tax Practice Live Webinar January 2024 2 hours
Practical Guidance: Navigating VAT Refunds and Objections Live Webinar March 2024 2 hours
VAT Refresher Live Webinar May 2024 4 hours
       
Trusts      
Taxation of Trusts Live Webinar March 2024 2 hours
Application of Attribution Rules in Trusts Live Webinar April 2024 2 hours
Practical Guidance: ITR12T Current Tax Issues Live Webinar August 2024 2 hours
       
Tax Administration & SARS Operations      
Strategies for effective interaction with SARS Live Webinar February 2024 2 hours
SARS Responsiveness and Appointments Live Webinar March 2024 2 hours
Surviving a SARS Audit Live Webinar April 2024 2 hours
Practical Guidance: Tax Debt Management & Application for Compromise Live Webinar May 2024 2 hours
Tax Dispute Resolution Live Webinar June 2024 2 hours
Strategies for Effective Tax Planning and Administration Live Webinar July 2024 2 hours
Best practices in managing SARS queries and verifications Live Webinar August 2024 2 hours
Practical Guidance: Tax Return Corrections & Voluntary Disclosure Live Webinar September 2024 2 hours
Drafting a Compelling Motivation for the Remission/Reduction of Tax Penalties Live Webinar September 2024 2 hours
Practical Guidance: SARS Verification and Requests for Relevant Material Live Webinar October 2024 2 hours
Practical Guidance: Dealing with Tax Administrative Burdens Live Webinar October 2024 2 hours
Negotiating Tax Debt and Payment Arrangements with SARS Live Webinar November 2024 2 hours
Lunch Hour Conversation with the Tax Ombud Live Webinar Quarterly 1 hour
       
Estates      
Death & Taxes: Estate Duty, Income Tax & VAT Live Webinar May 2024 2 hours
Modernisation & Online Services for the Administration of Deceased Estates Live Webinar September 2024 2 hours
Protecting Intergenerational Wealth & Succession Planning Live Webinar October 2024 2 hours
       
International Tax      
Forex and Interest: A focus on Section 24I and 24J         Live Webinar February 2024 2 hours
International Tax Structures Live Webinar April 2024 2 hours
Practical Guidance: Emigration and Tax Live Webinar June 2024 2 hours
Cross Border Considerations for Tax Advisors Live Webinar August 2024 2 hours
Taxation of Expats Live Webinar November 2024 2 hours
       
Professional Skills and Ethics      
Vision Blueprint 2024: Designing Your Year in 60 Minutes Live Webinar January 2024 1 hour
Identify your Unique Workvalues Live Webinar February 2024 1 hour
Effective Time Management Live Webinar March 2024 1 hour
Personal Ethics Live Webinar March 2024 1 hour
Mindset Matters: Embracing Growth Over Fixed Paths Live Webinar April 2024 1 hour
Business Ethics Live Webinar April 2024 1 hour
Managing Workload, Deadlines, and Client Expectations Live Webinar May 2024 1 hour
Strategies for Effective Communication with Clients and Staff Live Webinar June 2024 1 hour
How to Create and Maintain Boundaries that Serve You Live Webinar July 2024 1 hour
Raising the Bar: Ethics in the Accountancy Profession Live Webinar August 2024 4 hour
Emotional Intelligence and Resiliance Live Webinar August 2024 1 hour
Identify your Unique Workvalues Live Webinar September 2024 1 hour
How to Build Trust Live Webinar September 2024 1 hour
Conflict Management and How to Have Difficult Conversations Live Webinar October 2024 1 hour
Effective Performance Management Live Webinar November 2024 1 hour
High Performance Teams Live Webinar December 2024 1 hour

Important Notes:

  • These live webinars are recorded and can be accessed on-demand from your profile after the scheduled events.
  • This solution includes all SARS CPE / CPD requirements applicable to tax practitioners.
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Technical resource centre

Practice Tools & Templates

Access a comprehensive library of commercial templates for your practice, including corporate and legal governance, human resource management, and standard contracts.

Note: The Tools & Templates will only be available from 2024

On-Demand Short Courses

  • Business Rescue
  • Companies Act
  • Conflict Management Within the Workplace
  • How to Create and Maintain Effective Teams
  • IFRS for SMEs
  • Immigration Services: ISRS 4400 Agreed Upon Procedure Engagements
  • Independent Reviews ISRE: 2400
  • Microsoft Excel Specialisation in Advanced Conditional Formatting
  • Personal Driving Dynamics (Work Values)
  • Reporting for Non-Profit Organizations
  • Succeed at Your Studies

On-Demand Webinars

Accounting Mode
Accelerating Accounting Practice Growth in a Stagnant Economy  Resource on-demand
Accountable Institution: Your Practical Implementation Guide Resource on-demand
ESG and the Accounting Profession Resource on-demand
Artificial Intelligence and Accounting Resource on-demand
Beneficial Ownership Resource on-demand
Trusts Update Greylisting and Other Impacts Resource on-demand
You are an Accountable Institution Resource on-demand
Accounting for Cryptocurrencies Digital Assets Resource on-demand
Agricultural Accounting Resource on-demand
Annual Audit Update 2023: Focus on Recent ISA Amendments Resource on-demand
Budgeting Resource on-demand
Business Rescue Financial and Credit Negotiation Resource on-demand
Cash Management & Ratios Resource on-demand
CIPC Compliance Prescribed Standards and Regulations Conducting Independent Resource on-demand
Companies Act 2023: Navigating Recent Amendments Resource on-demand
Cost and Management Resource on-demand
Critical Thinking Resource on-demand
Current Statutory Requirements for the Administration of Deceased Estates  Resource on-demand
Digital Acumen: Big Data Analytics Resource on-demand
Emigrating Important financial tax and exchange control considerations Resource on-demand
Enterprise budgets, forecasts and cash flow Resource on-demand
Establish a Trust Administration Practice Resource on-demand
Estate Planning Drafting wills Resource on-demand
Ethical Reporting Requirements Relating to Fraud and NOCLAR Resource on-demand
Ethics Independence NOCLAR Resource on-demand
Evaluating Going Concern Resource on-demand
Financial Reporting for NPOs and PBOs Resource on-demand
Guiding Clients on B-BBEE Compliance Resource on-demand
High Performance Teams Resource on-demand
IFRS for SMEs 2023: An Important Refresher Resource on-demand
IFRS Refresher 2023: Focusing on Financial instruments Resource on-demand
POPIA: Advising Clients Resource on-demand
Professional Skills for Accountants Resource on-demand
Project Management Skills Resource on-demand
Quality Management in Practice Monitoring and Updating Policies and Procedures Resource on-demand
Risk and Management Accounting Resource on-demand
   
Taxation Mode
Advanced Features and Practical Guidance for Streamlining Financial Reporting with Draftworx Resource on-demand
Analyzing payroll calculations Resource on-demand
Analyzing VAT calculations and VAT 201 Returns Preparation Resource on-demand
Asessed Losses Resource on-demand
Capital Allowances Resource on-demand
Claiming Farming Expenditure and Allowances (Diesel Refunds) Resource on-demand
Claiming home office expenses Resource on-demand
Company formations Resource on-demand
Corporate restructuring sections 41 to 47 of ITA Resource on-demand
Corporate Restructurings, Mergers & Acquisitions Resource on-demand
Deductions Resource on-demand
Develop a Growth Strategy for your Tax Practice Resource on-demand
Dividend Tax Resource on-demand
Employees taxes and fringe benefits Resource on-demand
Employment Tax Incentives Resource on-demand
Essential Excel and Analytics Resource on-demand
Establish a Thriving Wills and Estates Practice Resource on-demand
Establish an Outsourced FIC Compliance Services Offering for Clients Resource on-demand
Interest-Free Loans (Section 7C) Resource on-demand
IT3 declarations for trusts Resource on-demand
ITA34C Assessment Resource on-demand
Mastering Soft Skills: A Guide to Effective Leadership Resource on-demand
Medical Credits Resource on-demand
Motor vehicle & entertainment expenses Resource on-demand
Practical Guidance: Customs Registration, Licensing and Accreditation Resource on-demand
Practical Guidance: Removing / Gaining Access to Deceased Taxpayer Profiles Resource on-demand
RAV01 Troubleshooting Resource on-demand
Repairs and improvements Resource on-demand
Retirement lump sum benefits Resource on-demand
RLA Resource on-demand
SARS Third Party Tax Submissions Obligations to submit IT3b certificates for interest paid Resource on-demand
Tax Risks: Controlled Foreign Companies Resource on-demand
Taxation of labour brokers and personal service providers Resource on-demand
Transfer Pricing Life Cycle Resource on-demand
Travel Allowances Resource on-demand
Turnover Tax Resource on-demand

Who is this Chartered Accountants Solution for?

This solution is suitable for a SAICA Member who is a Chartered Accountant (SA).

Looking for a solution for your Practice? Click here to read more about the Practice Solution.



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The ESSENTIAL PLUS programme for Build your own is a webinar only package. Please choose {{ getMaxFeatures!=0? 'only' :'' }} {{ getMaxFeatures!=0? getMaxFeatures :'any' }} of the topics listed below. Webinars can be watched live at a pre-scheduled time and the recording will be available to re-watch via your online profile. The presenter will be available for Q & A during these webinars.

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Please note that your first debit order will be processed on 21 April 2024.

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Additional benefits of subscribing

Get up to 50% discount on seminars and courses and these exclusive rewards as additional benefits for subscribing with us.



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