Taxation Of Trusts Course

An in-depth overview of the taxation of trusts in South Africa

What you'll learn

Income tax rules (including capital gains tax) governing the taxation between a donor, trust, and beneficiary for various trust types

Rules governing loans granted to trusts

Section 7C and anti-avoidance rules

Compulsory documentation required for trust tax return

IT3t reporting – new distribution reporting required for trusts on E-FILING

Requirements

No prerequisites

Basic understanding of Tax and VAT

Description

*Please note that this course is based on South African Tax*This training seminar will provide an in-depth overview of the taxation of trusts in South Africa, focusing on key legal and regulatory aspects.Participants will gain an understanding of the different types of trusts, their tax obligations, and how income, capital gains, and distributions are taxed under South African law.The seminar will also cover recent developments in trust taxation, including compliance requirements and strategies for effective tax planning. By the end of the session, attendees will be equipped with practical knowledge to navigate the complexities of trust taxation in South Africa.Topics Discussed:Income tax rules (including capital gains tax) governing the taxation between a donor, trust, and beneficiary for various trust typesRules governing loans granted to trustsSection 7C and anti-avoidance rulesCompulsory documentation required for trust tax returnsNew IT3t reporting – new distribution reporting required for trusts on E-FILINGAll Included:Recording of the sessionDownloadable course materialCertificate of trainingAbout the PresenterGalanies VonofakidisGalanies presently serves as the Tax Team Manager at Finsolve Accounting and Taxation Solutions in Durbanville. She is currently pursuing her B-Compt in Financial Accounting at UNISA, with a cumulative experience of three years in the accounting industry.Galanies is proficient in bookkeeping, completion of VAT returns, generation of management reports, and payroll management. She is presently engaged in a taxation role and is enthusiastic about sharing her knowledge through upcoming webinars!

Overview

Section 1: Taxation of Trusts Course

Lecture 1 Part 1

Lecture 2 Course Material

Lecture 3 Part 2

Lecture 4 Part 3

Lecture 5 Part 4

Lecture 6 Part 5

Business Owners,Managerial staff,Financial and Accounting staff,Tax staff - Tax Administrators, Tax Advisors, Tax Managers,Professional Individuals