Taxation of Trusts
The purpose of this webinar is to understand trusts from a taxation perspective, and to navigate the various taxing provisions that apply to trusts. There are so many pitfalls and risks, but attendees will be empowered to recognise these and help clients with practical solutions.
3 CPD units February 14, 2025 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Understand the nature and purpose of a trust.
- There are some many tax provisions that apply, but how to navigate these provisions.
- Practical steps that can be implemented to ensure the most tax efficient structures, while focusing on the key objective of the trust.
- Consider some of the most significant risks.
Event breakdown
- Introduction to trusts – What is a trust?
- The various tax provisions that apply to trusts and donations
- Proper planning and long-term strategy
- Common pitfalls and risks
Category: TaxationType: CPD CourseCPD category: Taxation
Description
This webinar is designed to give tax practitioners and other professionals a working understanding of trusts and the tax provisions, with practical tools and ideas to address the various risks and pitfalls, fining the most tax efficient way to manage and structure trusts. Getting it wrong is very costly and difficult to fix later.
The session will look at the typical trust structure issues, such as the loan account that is used to get assets into a trust, and consider alternative means to address these issues. The session will also address common errors that could cost the taxpayer more than double in taxes.
Presenters
Ettiene Retief — Ettiene
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Taxation.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser