Dealing with death and assets is always a challenging affair. The administration of deceased estates is a critical compliance function for the orderly winding-up of the financial affairs of the deceased, and the protection of the financial interests of heirs. Considering various instruments and the tax consequences in the estate planning process is crucial in protecting assets for future generations.
This practical online short course will equip you with the knowledge and technical skills to be able to wind up a deceased estate and to advise clients in the estate planning process.
At the end of this course, you will be able to draft the liquidation and distribution account in the process of efficiently winding-up a deceased estate and advise clients about the use of trusts, draft a valid trust deed, and attend to the effective administration of a trust.
Mode of delivery
Online learning with flexible weekly study plans.
Effort and duration
Duration: Seven months.
Weekly effort: Six to eight hours per week.
What you will learn in this course
The course will cover the following modules and topics:
This course is for you if:
At the end of this course, you will be able to:
This course is presented as a short learning programme (SLP) by The Tax Faculty (TTF). TTF is accredited as a continuous professional development (CPD) provider by the South African Institute of Taxation (SAIT), a South African Revenue Services Recognised Controlling Body (RCB) under the Tax Administration Act, 2011 (Act No 28 of 2011).
TTF is registered as a skills development partner (SDP) under the Skills Development Act, 1998 (Act No 97 of 1998) by the Quality Council for Trades and Occupations (QCTO).
Assessment, NQF level and award of certificate
Learners are assessed via a number of formative and summative assessments. Successful learners will receive a SLP certificate issued by The Tax Faculty. This SLP certificate is non-credit bearing, however, it is pitched at an NQF 8. Successful learners articulating into the Occupational Certificate: Tax Professional (NQF 8) programme at The Tax Faculty, will obtain credits on specific knowledge modules covered in this programme. In addition, this just-in-time learning programme also qualifies for verifiable CPD.
Student support and online campus
The academic and practical skills component of the qualification is delivered on The Tax Faculty's online iLearnTax Campus.
This will be your virtual campus for the duration of the programme. The course is presented as micro-learning videos, study guides, practice quizzes, discussion forums, practical case studies, assignment briefs and guided presentations on how to master case studies and assignments. Academic lecturers are available on the Q&A portal as they would be in a classroom.
At the beginning of each semester, you'll be presented with the course content plan, a study plan and important assignment dates which are set out at manageable deadlines. This will help you study at your own pace.
In addition, you will be allocated a course consultant who will help you navigate the online campus, support you with your weekly participation and deadlines, and will be able to answer any administrative queries you may have.
Total: R21 950.00.
Application fee (non-refundable): R1 950.00.
Seven instalments: R3 285.00 per month.
Total: R24 945.00.
*The first debit order will run on the course start date and then on the first of every following month.
For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:
Get your application in to avoid disappointment. Click below to start your application.