Overview

Are you up to date with the latest on trusts and deceased estates? 

Join Piet Nel for the latest on Trusts and Deceased Estates which covers the ins and outs of trusts and estate issues. Click here to book your seat now. Not convinced? Read more below… 

Trusts 

In the first part of the seminar, Piet will share inside knowledge on the implications of the new section 7C of the Income Tax Act, including the proposed changes. 

The taxation of the beneficiaries, who are either residents or non-residents of the RSA, on income or capital distributed by a trust will be unpacked. Piet will also cover the taxation of amounts vested by foreign trusts in RSA resident beneficiaries. To ensure we cover the practical issues, Piet will also discuss all changes to the income tax return for trusts (ITR12T) to be submitted by the trustees, as well as the information to be declared by the beneficiaries. 

This is the must-attend seminar for accountants and tax professionals. Click here to reserve your spot. 

Deceased Estates 

In the second part of the seminar, the new tax dispensation for estates of deceased persons will be covered. Piet will include the return of income by the deceased (until death) and thereafter. Emphasis will be placed on the treatment of trading stock and capital gains that arise on death and thereafter. The tax consequences of assets sold before the estate is wound up will also be covered, along with the tax return for section 18(3) estates. 

With regard to retirement fund interests, Piet will also share his insights on the treatment of excess contributions to retirement funds and the tax consequences for the deceased or the heirs, where the heirs make an election with regard to the benefits. 

Regarding surviving spouses, Piet will look at the disposal of assets before the estate is wound up, accrual claims and the R3.5 million deductions. 

Last chance, click here to avoid disappointment.