Trusts Power Pack Self-Study Package

Store/All Courses/Estate Planning, Deceased Estate & Trust Administration

Product Details

Whether you are a financial professional or simply want to understand trusts better, this self-study package offers a solid foundation in all key aspects of South African trust law and practice.

Empower yourself with practical knowledge to use, manage, or advise on trusts with confidence.

Perfect for legal, accounting, and financial professionals - or anyone looking to build long-term wealth structures.

Courses included in this package:

FORMATION OF TRUSTS

What is a Trust and what is it used for?
How is a Trust Created? Registrations?
How do you manage it? Tax Administration Formalities
Contracts with Trusts
How do you determine the tax residency of a trust?
- Place of incorporation
- Place of effective management
- DTA - Double Taxation Agreements
Why are trusts so infamous for tax purposes?
Different types of Trusts
Parties to a Trust
What are the potential advantages and disadvantages of establishing an Inter Vivos Trust?
Trustees & Beneficiaries
Assets of the Trust
- What assets can be part of a Trust?
- Who owns the assets in the Trust?
- When can the Trust Assets be Distributed?
Estate-pegging Opportunities (Section 7C problem)
Tax Considerations
Offshore Trusts
Trust owning shares in a company or close corporation

TRUST ACCOUNTING & TAX

Trust Law 101
The Income Tax Act and Trusts
Trust administration, setting up a lawful Trust
Roles, responsibilities of the trust founder & beneficiaries
Terminating a Trust - what you need to know
The deceased estate administration process
Trusts and deceased estates – Accounting & Tax treatment

WHO IS INVOLVED IN A TRUST?

What is a Trust
Why a Trust
What is a Trust asset
Implication on death
What is a Trustee
What is a Beneficiary

DIFFERENT TYPES OF TRUSTS

Different types of Trusts
The Role of the Trustee
The Responsibility of the Trustee
The Role of the Beneficiary
The Right of the Beneficiary

ADMINISTRATION OF A TRUST

Registration of Trust at Master’s office
Amendment to Trustees
Amendment to Trust Deed
Amendment to Beneficiaries

All Included:

Video presented courses
Downloadable course material
Certificate of training
Assessments (optional)
SAIT Accredited - Verifiable CPD points

Hennie Fritz 19/11/2025

Email submission

Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

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Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

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It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

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Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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