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Tax Happy Hour Trust Tax Returns That Trigger SARS Queries and Audits

Trust tax returns are heavily scrutinised by SARS. This session helps accountants understand how to prepare trust returns correctly and avoid common mistakes.

Date:

21 May, 2026

Time:

16:00

Hours:

1 hour

CPD Units:

1

Category:

Taxation

Group:

Channel 2: Growth

Format:

Webinar

R230,00 VAT incl.

Product Information

Trusts attract high SARS attention, and even small errors in tax returns can trigger audits and disputes. Many problems arise because trust income and distributions are misunderstood or poorly reported.

This session focuses on trust tax returns in practice. It explains how income is taxed, how distributions affect beneficiaries, and where reporting errors commonly occur. The session also looks at documentation and record-keeping issues that cause problems.

Delegates will leave with a clearer understanding of how to complete trust returns correctly, reduce audit risk, and protect themselves from ongoing trust-related disputes.

Presenter/s

Johan Heydenrych
Johan Heydenrych is a taxation specialist since 1991, Johan is known for his expertise in complex tax advisory and compliance, currently serving as a partner at Kreston SA.

What will set you apart

By attending this event, delegates will learn:

  • Identify common problem areas in the preparation of trust tax returns
  • Understand where trust returns most often go wrong
  • Learn how to prepare trust returns in a safe, compliant, and defensible manner

Event breakdown

  • How trusts are taxed
  • Income vs distributions
  • Common trust return errors
  • SARS focus areas
  • Record-keeping issues
  • Reducing audit risk
  • Practical compliance tips

Certificate

The following event is awarded 1 CPD unit in Taxation.