DEMYSTIFYING TRUSTS in South Africa - By Phia Van Der Spuy . Are you and your trust clients at risk? Don't miss this opportunity to gain valuable insights and expert guidance. 24 APRIL 2024 - WHAT YOU NEED TO KNOW ABOUT TRUSTS - GET CPD POINTS

A 10 week workshop, the Demystifying Trusts book which will be used in the workshop, CPD points, focus groups hosted by Phia and a live environment per week to interact with Phia and other delegates. Please note that this price excl. Vat and per person.

Advanced 0(0 Ratings) 45 Students enrolled
Created by Phia van der Spuy Last updated Wed, 24-Jan-2024 English(2021-12-01)
What will I learn?
  • Origination of Trusts
  • Types Of Trusts Recognised Under South African Law
  • Setting up valid Trust
  • How Are Trusts Governed In South Africa?
  • Do you know how much Capital Gains Tax and Estate Duty your estate would pay?
  • New legislation changes after FATF greylisting and IT3(t)'s

Curriculum for this course
Module 1 – 24 APRIL - Foundation For The Course
  • How Is A Trust Defined In Our Legislation?
  • Must A Trust Be In Writing?
  • What Is A Trust From A Legal Perspective?
  • Who Are The Parties To A Trust?
  • What Are The Formalities?
  • What Are Trusts Used For?
  • Types Of Trusts Recognised Under South African Law
  • Testamentary Or Mortis Causa Trusts
  • Discretionary Trusts
  • Vesting Trusts
  • Bewind Trusts
  • Special Trusts
  • Charitable Trusts
  • Empowerment Or Employee Trusts
  • Court Order Trusts
  • Asset Protection Trusts
  • The Trust Property Control Act
  • Constitution
  • Alienation Of Land Act
  • Estate Duty Act
  • Common Law
  • Promotion Of Administrative Justice Act (PAJA)
  • Promotion Of Access To Information Act (PAIA)
  • Protection Of Personal Information Act (POPIA)
  • General Data Protection Regulation (GDPR)
  • Trusts Do Not Serve A Purpose Until You Have Created Wealth
  • Trusts Have The Worst Tax Rate
  • Trusts Are Expensive
  • You Lose Control Over Your Assets If They Are Owned By A Trust
  • SARS Is Investigating Trusts
  • Why Should You Consider A Trust?
  • Disadvantages Of Trusts
  • How Does A Trust Fit Into Your Estate Plan?
  • Are Trusts Still Relevant?
  • New legislation changes after FATF greylisting and IT3(t)'s
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Module 1 – 24 APRIL - Foundation For The Course

Module 2 - 02 MAY - Trusts’ Relevance In The Context Of Estate Planning

Module 3 - 08 MAY - How To Set Up A Valid Trust

Module 4 - 15 MAY - How To Get Assets Into A Trust

Module 5 – 22 MAY - Founders And Beneficiaries

Module 6 - 29 MAY - Everything You Need To Know About Trustees

Module 7 - 5 JUNE - What Does Trust Administration Entail?

Module 8 - 12 JUNE - Trust Distributions And Protection In Divorce

Module 9 – 19 JUNE - Who Pays Tax On Trust Income And Gains?

Module 10 – 26 JUNE - Dealings, Litigation, Amendment And Deregistration


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About the instructor
  • 0 Reviews
  • 61 Students
  • 3 Courses
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Phia van der Spuy - CA(SA) CA (SA) TEP MTP (SA) MCom (Tax)

Phia is a chartered accountant with a master’s degree in local and international tax, a registered fiduciary practitioner of South Africa, a master tax practitioner (SA), a trust and estate practitioner (TEP) and the founder of Trusteeze (a company that digitised trust administration and accounting). She also holds a BCom honours degree in Industrial Psychology. Trusteeze is evolving and is becoming a digital solutions provider in the fiduciary space – a true disrupter. Phia writes about trusts and estate planning in various national newspapers on a regular basis. She is a guest speaker and guest lecturer on the topic of trusts and estate planning. She also published a book called, Demystifying Trusts in South Africa.

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R 5999

  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • 10 CPD hours
  • CPD Type: Structured