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WEBINAR IN COLLABORATION WITH

Deceased Estates

Navigating Complexities and Compliance

31 October 2024

10:00 - 11:15 SA TIME

FREE

ZOOM

1 CPD POINT

The process of winding up a deceased estate involves numerous steps and can be fraught with challenges. Understanding the tax and compliance aspects is crucial for a smooth process.

This session will offer a comprehensive overview of the steps involved in estate administration with both SARS and the Master of the High Court, providing practical insights to streamline the process and minimise delays.

What You Will Learn:

Whether you are new to this area or seeking to enhance your understanding, this session is designed to equip you for success. This session will cover key topics, including:

  • Legal Framework of Deceased Estates: 
    Overview of the legal framework governing deceased estates, executor roles, differences between testate and intestate estates, and key documents and timelines. 
  • General Compliance: 
    Statutory requirements for administering deceased estates and interactions with the Master of the High Court and SARS. 
  • Disposal of Assets: 
    Learn the processes for selling immovable property and distributing movable assets, along with key tax considerations, including capital gains tax (CGT). 
  • Transfer of Assets Between Spouses: 
    Addressing joint ownership and community of property regimes when winding up an estate. 
  • Navigating the SARS Process: 
    How to obtain a deceased estate tax clearance from SARS and finalising an estate with SARS. 
  • Overcoming Delays: 
    Discover ways to expedite estate finalisation by improving documentation, resolving beneficiary disputes, and facilitating asset liquidation. 

Who Should Attend?  

  • Tax Practitioners and Tax Consultants
  • Estate Practitioners/Officers
  • Deceased Estate Administrators and Executors
  • Deceased Estate Specialists
  • Estate Planners
  • Financial Advisors
  • Business/Legal Compliance Officers

Ready to navigate the estate winding-up process? Join us and make it easier – register now!

REGISTER NOW!

#DeceasedEstates #EstateManagement #TaxPlanning #Executors #FinancialAdvisors #SARS #EstateAdministration #CPDPoints #LearnWithUs #EstatePlanning #ProfessionalDevelopment

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MEET THE PRESENTERS

Sophia Steyn
Admitted Attorney
and legal advisor
Read More
Sidney Fletcher
Senior Manager Tax Compliance
at Tax Consulting SA
Read More
Roxshanna du Toit
Independent Trust and Fiduciary Services Expert
& CPD Project Coordinator
Read More

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Piet Nel

CA (SA) Specialising in taxation

Piet Nel is a CA (SA) who specializes in taxation. He was previously the Project Director of professional development (tax) at SAICA, and the project director for tax at SAICA.  Before joining SAICA again, he was involved in tax consulting and tax dispute resolution. 

He is an accounting member of the Tax Court, second term. He is a visiting adjunct professor at Wits and was previously a lecturer in tax at the University of Pretoria to students doing a Master’s degree and at UNISA at postgraduate level.

He was a member of SAICA’s national tax committee and is still quite active in the development of tax legislation in South Africa by commenting on proposed legislation. Over a period of more than three decades, he presented numerous tax seminars and workshops to tax practitioners.

He regularly speaks on radio and TV and publishes tax related articles.He is involved, as a member of the SAICA’s Examination Committee, in setting the examination to test initial competence for prospective CA (SAs).

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Sophia Steyn

Admitted Attorney and legal advisor

Sophia Steyn is an experienced attorney with a strong background in will drafting, trust administration, and estate administration. With ten years of legal practice experience, including owning and managing her own practice, Sophia brings valuable management skills and a client-focused approach to her work. Currently employed at Rauch Gertenbach Inc., she specialises in drafting wills, establishing trusts, administering estates. Sophia’s expertise, professionalism, and commitment to exceptional client service make her a trusted legal practitioner in her field.

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Jerry Botha

Managing Partner
at Tax Consulting SA

Jerry Botha commenced his tax career in United Kingdom / United States Tax and served articles at McCorkindale & Holton’s London office. After being with the Big-4 accounting firms, in 2005 he started his own niche tax practice.

Tax Consulting South Africa has grown over the years to the largest independent tax practice in South Africa, which specialises in the most complex areas of tax planning and compliance. The firm is SARS recognised as a top 6 tax practice and a leading advisor to large multinational corporates, globally mobile individuals, high net worth professionals and families; but also fellow professionals on complex areas of South African and international tax.

Tax Consulting South Africa authored LexisNexis’ “Expatriate Tax” textbook, as critically acclaimed by the esteemed Judge Dennis Davis. The textbook is now in its 2nd edition.

Jerry enjoys a collaborative approach with fellow professionals, continuous professional development, commenting on legal development and growing the next generation of professionals.

 

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Darren Britz

Partner and Head of Tax Legal
at Tax Consulting SA

Darren Britz is a Partner and the Head of Tax Legal at Tax Consulting SA. He is an admitted attorney of the High Court of South Africa, specializing in South African tax with a focus on cross-border tax advisory and implementation for multi-national companies and high-net worth individuals.

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Catherine Fourie

HEAD OF CPD CONSORTIUM

Catherine is a Chartered Accountant (CA(SA)) and tax practitioner who completed her articles at Deloitte in 2003. After three secondments to the United States of America and Canada, she rejoined Deloitte as audit manager for four years, whereafter she has been a lecturer on the BCom Accounting programme with the Nelson Mandela University for 15 years until early 2024. Her main subjects were Taxation, Auditing and Ethics and Corporate Governance, as well as lecturing on the MCom (Taxation) program. She has a deep passion for teaching to which she has dedicated most of her professional career, especially fundamental principles. She implemented innovative learning and teaching practices, both online and hybrid/flexible; always ensuring impactful learning. As a member of the SAICA Digital Acumen Working Group she has always been passionate about innovation and resilience, which are both essential for the sustainability and growth of the modern professional. With the many students which have been through her lectures, she is excited to now bring digital innovation to the upskilling of professionals who work in the ever-changing landscape of tax and accounting. Her approach and style is one of ensuring a sound technical base, from where she quickly makes tax and accounting highly practical and relevant; delivering immediate value for anyone attending her training sessions.

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Sidney Fletcher

Senior Manager of Trust and Deceased Estate Compliance at Tax Consulting SA

Sidney is a versatile and results-driven qualified Senior Tax Practitioner. He has more than 20 years of experience working for SARS and was responsible for Taxpayer Education for a big part of that period. He is a dedicated professional with extensive knowledge and his affinity for Individual Taxes makes him an excellent tax planner and skilled at tax optimisation. Committed to the best care for clients through transparent communication. Skilled in negotiation with a strong ability to problem solve to assist clients with tax problems.

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Roxshanna du Toit

Independent Trust and Fiduciary Services Expert & CPD Project Coordinator

Roxshanna is a seasoned tax professional and was until February 2024 the Head of Tax, Standard Trust Limited. As one of the market’s largest leading fiduciary services providers, she worked daily on complex matters pertaining to tax and accounting for trusts, deceased estates and the commercial and family interests which necessarily comes therewith. She has a BCom (Taxation Honours) and also served as a lead representative for the Banking Association of South Africa (BASA) in providing input to SARS directly as impacts the fiduciary arena. Her interest sphere is streamlined solutions to overcome the administrative and operational challenges of trustees, accountants, tax practitioners and executors. She considers herself as a practical generalist who excels in getting the job done, and she has been involved in untangling, resolving and ensuring compliance of some of the largest and most complex South African and international trusts, estates and family structures. Her decision to start her own practice allows her to expand her professional horizon as well as spend more quality time with her son.