Professional Certificate in Taxation of High-Net-Worth Individuals


Date: Apr 2, 2020 - Oct 30, 2020

Application fee: R450.00

Once-off: R21,950.00

Lecturer: Karen van Wyk CA(SA)

The taxation of high-net-worth Individuals (HNWIs) remain a risk for revenue authorities globally. These individuals have the financial resources to aggressively plan and structure their affairs and it generally incorporates multiple vehicles including trading companies, passive investment companies, trusts and offshore investments.

Course overview

Course participants will gain detailed practical application in the following areas:

  • Planning structures of high-net-worth individuals.
  • Trust law.
  • Income Tax Act Section 7C.
  • The process to perform a capital reconciliation.
  • The process of conducting a lifestyle audit.

Course delivery

This professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms.


Admission requirements

Experience in taxation of individuals and trusts are required.

An NQF6 in the field of tax or law is recommended.


Flexible payment options

Payment option 1: Once-off payment

R21 950.00 (incl. VAT).

Payment option 2: Debit order

Application fee (non-refundable): R450 (incl. VAT).

6 instalments: R4 207.00 per month (incl. VAT).
Total: R25 242.00 (incl. VAT).


Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course.
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken.
  • Proof of payment may be requested before access to the iLearn platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.

Conditions

  • If the cancellation is requested more than 10 working days prior to the course, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the event a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • Course application fee is non-refundable.
  • CPD event delegates who book and fail to attend will be held liable for the full event fee.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

For courses with a six month (or longer) rollout the following will apply:

  • Should a cancellation be received within six weeks of the course start date, the student will still be liable for 50% of the semester cost.
  • Should the cancellation be received after six weeks of the course start date, the student will be liable for the full semester cost.
  • Students may defer during a six month course to any other course with a rollout planned for longer than six months.
  • The course application fee is non-refundable.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.


Save this course to your Google or Outlook calendar.

Explore Smarty