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WEBINAR:

Trust Tax Focus 2024:

A Step-by-Step Guide to Filing
Trust IT3(t) Returns over eFiling

First Session
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Second Session
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key topics:

Ready to tackle your trust's tax reporting? With the recent change in the trust tax return filing season, it's the perfect time to focus on IT3(t) reporting! Join our latest Trust Tax Focus 2024 session for a step-by-step guide on filing trust IT3(t) returns via eFiling. Stay ahead of the game by preparing in advance!

Join our webinar taking place on 20th June at 15:00 (SA time), where we will walk you through filing a trust IT3(t) return step-by-step via eFiling. Stay proactive by gearing up in advance for IT3(t) reporting. Learn the essential information required for IT3(t) reporting and understand your reporting responsibilities. Acquire valuable insights into completing IT3(t) returns and generating IT3(t) certificates.

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The Speakers

Roxshanna du Toit

CPD-PROJECT CO-ORDINATOR

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.

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.

Sidney Fletcher

SENIOR MANAGER TRUST & DECEASED ESTATE TAX COMPLIANCE AT TAX CONSULTING SOUTH AFRICA

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