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Trusts Are Not Simple: Financial Reporting That Gets Scrutinised

Trusts attract attention from regulators and SARS. This session explains how to prepare correct and defensible financial reports for trusts.

Date:

7 July, 2026

Time:

14:00

Hours:

2 hours

CPD Units:

3

Category:

Financial Reporting

Group:

Channel 2: Growth

Format:

Live Event

R345,00 VAT incl.

Product Information

Trusts are often misunderstood and incorrectly reported, creating serious compliance and reputational risk. This session focuses on the financial reporting requirements specific to trusts, explained in clear and practical terms. Delegates will learn how trust income, expenses, assets, and distributions should be reflected in financial statements. The session highlights common mistakes and risk areas that frequently lead to questions and challenges. Designed for professionals who work with trusts, this session helps ensure financial reports are accurate, compliant, and defensible. By the end of the session, delegates will feel more confident preparing and reviewing trust financial statements.

Presenter/s

What will set you apart

By attending this event, delegates will learn:

  • How trusts operate financially
  • Key financial reporting requirements for trusts
  • Common trust accounting errors
  • How beneficiaries affect reporting
  • How to present trust financial information correctly
  • Risk areas that attract scrutiny
  • How to protect yourself when working with trusts

Event breakdown

  • How trusts operate financially
  • Trust accounting basics
  • Income and expense recognition
  • Beneficiaries and distributions
  • Financial statement presentation
  • Common reporting errors
  • Compliance and risk areas
  • Supporting documentation
  • Best practice for trust reporting

Certificate

The following event is awarded 3 CPD units.