Professional Certificate in Estate and Trust Administration


Date: Jul 27, 2022 - Feb 27, 2023

Application fee: R450.00

Once-off: R11,950.00

Lecturer: Pieter and Ilse Lombard

This short learning programme (SLP) covers the planning and administration of deceased estates and trusts, basic tax principles involved, and the functions of the Master of the High Court. It will also address the matrimonial property regime, as well as testate and intestate succession, with a focus on the relevant pieces of legislation.

Please see full course payment breakdown below.

Course overview

The course will 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:

  • Explain the consequences of different types of marital regimes and a married couple's ownership and control of assets in their estate.
  • Determine the normal tax consequences and capital gain consequence of a deceased person and deceased estate.
  • Assess who will be liable for all the outstanding taxes, and where the respective tax liabilities will feature in the liquidation and distribution account.
  • Contemplate the available tools that can be used in the estate planning process, including trusts and companies.

Course delivery

This professional certificate is delivered on The Tax Faculty's virtual iLearnTax campus. Each chunk follows a specific learning methodology that bridges the gap between theory and successful practical application. Three formal assignments will integrate a number of the modules and topics, whilst the final integrated exam will examine the full syllabus


Admission requirements

  • A minimum of a degree (NQF 7) with a basic understanding of taxable income.
  • A specific Tax Technician Occupational Qualification (NQF 6); or
  • More than 10 years' experience in consulting in taxation (specifically individual taxation, trusts, or the administration of estates).

Course duration

Seven months.


Accreditation

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).


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 Profesional (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.


Flexible payment options

Payment option 1: Once-off payment

Total: R11 950.00 (incl. VAT).

Payment option 2: Debit order

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.


Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
  • Proof of payment may also 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

For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:

  • If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the course start date, 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.
  • The course application fee is non-refundable.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

Why wait?

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


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