This short learning programme (SLP) covers the planning and administration of deceased estates (including insolvent deceased estates), trusts, basic tax principles involved, and the functions of the Master of the High Court. It will also cover the matrimonial property regime, as well as testate and intestate succession, with a focus on the relevant pieces of legislation. The course will also equip participants with the theoretical and practical knowledge required to effectively use trusts and other vehicles in estate planning.
After an induction and orientation session, the fundamentals of administration of estates and trusts are covered including:
This professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms. Each chunk follows a specific learning methodology which bridges the gap between theory and successful practical application. Three formal assignments will integrate a number of the modules and topics, whilst the final intergrated exam will examine the full syllabus.
A minimum of a senior certificate with a basic understanding of taxable income and appropriate experience in the administration of estates.
This course is presented as a 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).
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, successful learners articulating into the Occupational Certificate: Tax Technician (NQF 6) programme, will obtain recognition for prior learning (RPL) towards the NQF 6 qualification. In addition, this just-in-time learning programme also qualifies for verifiable CPD.
Total: R11 950.00 (incl. VAT).
Application fee (non-refundable): R450.00 (incl. VAT).
Seven instalments: R1 790.00 per month (incl. VAT).
Total: R12 530.00.00 (incl. VAT).
*The first debit order will run on the course start date and then on the first of every following month.
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