This practical webinar provides participants with an overview of the South African tax and compliance framework applicable to trusts.

The session 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

All Included:

• Recording of the session
• Q&A with the presenter
• Downloadable course material
• Certificate of training
• Assessment (optional)
• SAIT Accredited (3 verifiable CPD hours)