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Trust Law Workshop - Boksburg
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This seminar deals with the latest practical issues relating to trusts, and looks at new developments in the light of the 2008 Companies Act and other legislation, and it also deals with what professional advisers should do for their clients to ensure that a trust is regarded as valid and effective.

2013/09/12
When: 2013/09/12
09:00am until 13:00pm:
Where: The Airport Grand Hotel
100 North Rand Road
Bardene
Boksburg, Gauteng  1627
South Africa
Contact: Ingrid Erwee


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OVERVIEW:

What does the future of trusts entails? Trusts have received a great deal of attention from the courts in recent times and there is an increasing responsibility on trustees and a greater exposure to claims. This makes it increasingly important for professionals who set up and administer trusts, trustees, as well as those who make use of trusts, to be aware of the legislation and case law and how to interpret and apply it.  

In this seminar we will address the latest practical issues relating to trusts, and look at new developments in light of the 2008 Companies Act and other legislation. We will also address with what professional advisers should do for their clients to ensure that a trust is regarded as valid and effective.


COURSE CONTENT:

Topics to be covered will include:

  • Trusts and likely tax developments and changes: is there a future for trusts?
  • The 2008 Companies Act: personal liability and the use of trusts. Detailed discussion of pertinent sections of the Companies Act and latest case law in the context of trusts
  • Other legislation: Tax Administration Act, Financial Services General Amendment Bill (affecting Pensions Fund Act)
  • Trusts and other entities
  • Tax planning for trusts in the light of future changes
  • The formation of a valid trust: trust requirements
  • A discussion of the parties to a trust
  • Problems with the way trusts are formed, administered and amended
  • Termination of a trust: clauses and consequences
  • Wills and testamentary trusts: latest developments
  • Detailed reasons and discussion of the practical uses and problems of a trust

WHO SHOULD ATTEND:

Professional advisers, financial planners, accountants and lawyers, trustees, beneficiaries of trusts, directors of companies and business people.


PRESENTER:

PROFESSOR WALTER
GEACH CA (SA) BA LLB (CAPE TOWN) M COM FCIS

Walter Geach is a Chartered Accountant, is an admitted advocate of the High Court of South Africa and a Professor in the Department of Accounting at the University of Western Cape. He is a Fellow of the University of Kwazulu-Natal and of the Chartered Institute of Secretaries Southern Africa. Walter serves as a non-executive director of various companies including Grindrod Ltd, Grindrod Bank, QDOS (Pty) Ltd and The CareCross Group of companies in healthcare. He is further a member of the audit committee and risk committee of Grindrod Ltd and a member of the audit committee of Grindrod Bank. Walter is the author/co-author of over 14 books dealing with company law, trusts, financial planning and taxation, which are extensively used in practice by accountants, consultants, lawyers and financial planners.


CPD:

Attendance will secure 4 hours verifiable CPD points/units, incl. other professional bodies.
(SAICA, SAIPA, SAIBA, ACCA, FPI, ACIS, LSSA, FISA, ICB)


EVENT INVESTMENT:

SAIT Members: R850.00
Affiliated Members R950.00
Non-Members: R990.00


WHY REGISTER WITH SAIT?

Section 240A of the Tax Administration Act, 2011 (as amended) requires that all tax practitioners register with a recognized controlling body before 1 July 2013. It is a criminal offense to not register with both a recognized controlling body and SARS.

MINIMUM REQUIREMENTS TO REGISTER

The Act requires that a minimum academic and practical requirments be set to register with a controlling body. Click here for the minimum requirements of SAIT.

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