- 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
- 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
Module
1 – Foundation For The Course
Module 2 - Trusts’ Relevance In The Context Of Estate Planning
Module 3 - How To Set Up A Valid Trust
Module 4 - How To Get Assets Into A Trust
Module 5 – Founders And Beneficiaries
Module 6 - Everything You Need To Know About Trustees
Module 7 - What Does Trust Administration Entail?
Module 8 - Trust Distributions And Protection In Divorce
Module 9 – Who Pays Tax On Trust Income And Gains?
Module 10 – Dealings, Litigation, Amendment And Deregistration
NB - THIS INCLUDES HER BOOK
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- 80 Students
- 3 Courses
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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