Trusts Beyond 2021: Get the Basics Right (Part 1)
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Trusts Beyond 2021: Get the Basics Right (Part 1)

CPD Hours: 2

Price: R495.00


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Title / Topic

Trusts Beyond 2021: Get the Basics Right (Part 1)

Presenters : Prof Walter Geach

This webinar on demand is part of a series of webinars. Click here to read more


Overview

What are the consequences for trustees and beneficiaries?

  • How can a trust be used as a planning tool? 
  • Protection of Personal Information Act (POPIA) and Promotion of Access to Information Act (PAIA) on trusts.
  • Trusts vs usufructs.
  • Acquisition of fixed property: Structuring the transaction in a trust versus company (cost versus benefit).
  • Trusts: Planning for estate duty and asset protection for future generations.
  • Business trusts.
  • Special trusts.
  • B-BBEE trusts.
  • How can a trust be terminated if no longer advantageous?
    • Process to be followed.
    • Beneficiaries’ rights and responsibilities.
    • Trustees’ rights.
    • Consequences for donors.
    • Tax consequences on terminating a trust.
  • What are the section 7C considerations that must be considered?

Who should attend?

Tax practitioners, tax managers, financial managers

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