A comprehensive six-part webinar conference covering estate administration, taxation, trusts and compliance for today's practitioners.

The Estate Administration, Tax & Trusts Conference is a comprehensive six-part professional development series designed for accountants, tax practitioners, legal professionals, fiduciary practitioners, bookkeepers, executors, trust administrators, and anyone involved in the administration of deceased estates and trusts.

The conference provides a practical understanding of the complete deceased estate administration process, combining the legal framework with essential taxation, trust and compliance requirements. Across six in-depth sessions, delegates will explore estate administration, Liquidation and Distribution Accounts, deceased estate taxation, Capital Gains Tax, SARS eFiling, trust formation, trust administration and trust taxation. Each session combines legislative principles with practical guidance, real-world examples and professional best practices to equip attendees with knowledge they can immediately apply in practice.

Whether you are looking to strengthen your technical expertise, improve compliance or expand your professional service offering, this conference offers a practical and comprehensive learning experience for today's estate administration professionals.

SESSION 1: Deceased Estate Administration and Tax Fundamentals
🗓️Monday, 7 September 2026
⏰12pm - 3pm

Successful deceased estate administration requires a clear understanding of both the administrative process and the tax obligations that arise following death. This session provides a practical and legislative overview of deceased estate administration in South Africa, covering the applicable legal framework, the executor’s responsibilities, the estate administration process and the key tax consequences arising before and after death.

The session establishes the essential foundation required for compliant and effective estate administration and prepares delegates for more detailed sessions on SARS eFiling, capital gains tax, tax return compliance and other practical estate matters.

Topics Discussed:

• The legislative framework governing deceased estates, including:
  • Administration of Estates Act
  • Income Tax Act
  • Estate Duty Act
  • Tax Administration Act
• The estate administration process from death to finalisation
• Appointment, powers and fiduciary duties of executors
• The executor’s administrative and tax responsibilities
• Estate assets, liabilities and liquidity considerations
• Taxpayer status before and after death
• Overview of taxes applicable to deceased estates
• The tax implications arising on death
• Beneficiaries, creditors and other stakeholders
• The roles of the Master of the High Court and SARS
• Key compliance requirements and common administration challenges
• Practical guidance for effective and compliant estate administration

SESSION 2: Practical Tax Compliance for Deceased Estates: Final Tax Returns, Capital Gains Tax and SARS eFiling
🗓️Monday, 14 September 2026
⏰12pm - 3pm

This practical webinar guides participants through the tax compliance process for deceased estates, focusing on the completion and submission of the deceased's final income tax return, the capital gains tax implications of death, and the SARS eFiling process. Through practical examples and demonstrations, participants will gain the knowledge and confidence to navigate the key tax compliance requirements applicable to deceased estates.

Topics Discussed:

• Preparing and submitting the deceased's final income tax return
• Practical application of the capital gains tax provisions on death
• Determining base cost, deemed disposals, and applicable exclusions
• SARS eFiling process for deceased estates
• Supporting documentation and verification requirements
• Common eFiling challenges and how to resolve them
• Frequently asked questions and practical tips for tax practitioners
• Practical examples and case studies

SESSION 3: Mastering the Liquidation & Distribution Account: From Theory to Drafting
🗓️Monday, 21 September 2026
⏰12pm - 3pm

A compliant Liquidation and Distribution Account is the culmination of every decision made during the administration of a deceased estate. Understanding the legal principles is essential, but knowing how to apply them in practice is what ensures an accurate, compliant and professionally prepared account.

This practical 3-hour masterclass bridges the gap between theory and drafting, combining the legislative framework with practical examples and case studies to demonstrate how legal, taxation and estate administration principles are reflected in the final Liquidation and Distribution Account submitted to the Master of the High Court.

Topics Discussed:

• The legislative framework governing Liquidation and Distribution Accounts
• Understanding the structure and purpose of the L&D Account
• A practical approach to preparing a compliant L&D Account
• Recording estate assets, liabilities and beneficiary entitlements
• Estate duty, capital gains tax and other taxation considerations
• Liquidity, creditor claims and estate administration expenses
• Treatment of pensions, policies, annuities,endowments
• Business interests, loan accounts and complex estate assets
• Practical estate administration challenges affecting the L&D Account
• Common Master's Office requisitions and drafting pitfalls
• Practical drafting examples, case studies and professional guidance for accurate preparation

SESSION 4: Mastering Trusts: From Formation to Practical Administration
🗓️Monday, 28 September 2026
⏰12pm - 3pm

Trusts remain one of the most effective tools for estate planning, asset protection and wealth preservation- but only when they are established, administered and governed correctly. This practical 3-hour masterclass explores the complete trust lifecycle, combining the legal framework with practical guidance on trust administration, governance and strategic planning. Delegates will gain a practical understanding of modern trust practice, supported by recent legislative and case law developments.

Topics Discussed:

• Understanding trusts and the legal framework
• Establishing and structuring trusts
• Types of trusts and their practical applications
• Trustees, beneficiaries and fiduciary responsibilities
• Trust administration, governance and compliance
• Trust assets, contracts and distributions
• Overview of Taxation and strategic trust planning
• Business, offshore and estate planning considerations
• Termination of trusts and recent legislative developments
• Practical examples and case studies and professional guidance

SESSION 5: Trust Tax and Compliance
🗓️Monday, 5 October 2026
⏰12pm - 3pm

This practical webinar provides participants with an overview of the South African tax and compliance framework applicable to trusts. It explores the taxation of trusts and beneficiaries, key legislative principles, and the practical completion of trust tax obligations. Participants will gain an understanding of common compliance requirements, SARS processes, and practical considerations for the effective administration of trusts.

Topics Discussed:

• Overview of the taxation of trusts in South Africa
• Types of trusts and their tax treatment
• Key provisions of the Income Tax Act applicable to trusts
• The conduit principle and taxation of beneficiaries
• Capital gains tax in trusts
• Trust income tax returns and SARS compliance requirements
• Practical completion of trust tax returns
• Common compliance challenges and SARS verification processes

SESSION 6: Deceased Estate & Trust Case Studies: Expert Panel
🗓️Tuesday, 13 October 2026
⏰1pm - 3pm

The final session of the conference brings together the knowledge gained throughout the series in an interactive, case study-based workshop. Delegates will have the opportunity to submit real-life deceased estate administration, taxation and trust scenarios prior to the session for discussion by the presenters.

Using practical examples drawn from actual practice, the presenters will analyse each case, identify the legal and tax implications, discuss potential solutions, and highlight common pitfalls and best practice approaches. This collaborative session provides valuable insight into complex estate administration matters while allowing delegates to benefit from the experiences and questions of fellow practitioners.

Topics Discussed:

• Discussion of delegate-submitted case studies
• Practical application of deceased estate, taxation and trust administration principles
• Common challenges encountered in practice
• Legislative and compliance considerations
• Practical guidance and professional insights
• Interactive questions and discussion with the presenters

Presenters:
👤Miss Galanies Vonofakidis (Head of Taxation)
👤Mrs Jade Theart (Trusts, Wills & Deceased Estate Specialist Attorney)

All Included:

• Recording of the session
• Q&A with the presenter
• Downloadable course material & templates
• Certificate of training
• Assessment (optional)
• SAIT Accredited (verifiable CPD hours)