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WEBINAR:

Trust Tax Focus 2024 – refresh and upskill on all the changes: Get Ahead with the Latest in Trust Tax Disputes

23 May 2024 | 10:00am SA Time | Via Zoom
CPD Points: 1 hour per session of verifiable CPD points

Commitment Fee - R460.00 incl VAT

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key topics:

Brief overview of the enhanced trust tax reporting landscape

The recent electronic submission advancements for trust disputes

Master the dispute process:

Requests for Reasons in Trust Disputes
Navigating Notices of Objection for Trust Taxpayers
Leveraging Notices of Appeal in Trust Disputes
Exploring Requests for Remission in Trust Taxation

Join us for a new Trust Tax Focus 2024 session: Stay updated and elevate your skills as SARS introduces enhancements to streamline trust dispute resolution. Explore how SARS is taking proactive steps to address increasing tax returns and trust disputes, emphasising compliance among trust taxpayers through heightened scrutiny in the trust tax landscape. Don't miss this chance to stay ahead in navigating the complexities of trust tax disputes. Uncover essential tools for effectively managing trust dispute processes, including Requests for Reasons, Notices of Objection, Appeals, and Requests for Remission, specifically designed for trust taxpayers.

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.

André Daniels is the Legal Manager for Tax Controversy and Dispute Resolution. He holds an LLB degree from the University of Johannesburg with 5 years of legal experience in various aspects of South African law. He is an admitted attorney of the High Court of the Republic of South Africa with both practical litigation and consulting experience. André prides himself on being au fait with the intricacy and fluidity of the tax dispute resolution process, with a particular focus on legal strategy. On a daily basis, André deals mainly with tax law, specifically dealing with the elements of tax disputes, voluntary disclosures and all SARS engagements.

André Daniels

Head of Tax Controversy &
Dispute Resolution

André Daniels

Head of Tax Controversy &
Dispute Resolution

André Daniels is the Legal Manager for Tax Controversy and Dispute Resolution. He holds an LLB degree from the University of Johannesburg with 5 years of legal experience in various aspects of South African law. He is an admitted attorney of the High Court of the Republic of South Africa with both practical litigation and consulting experience. André prides himself on being au fait with the intricacy and fluidity of the tax dispute resolution process, with a particular focus on legal strategy. On a daily basis, André deals mainly with tax law, specifically dealing with the elements of tax disputes, voluntary disclosures and all SARS engagements.

Micaela Paschini

Tax Attorney

Micaela is a skilled attorney specializing in tax law, and a member of the legal team at Tax Consulting SA. She holds an LLB Degree from the University of Pretoria, is an admitted attorney and has 4 years of experience in various fields of law, including estate planning and trust administration. In her role at Tax Consulting SA, Micaela focuses on complex tax matters, ensuring optimal tax efficiency and compliance. She is dedicated to providing tailored solutions that meet her clients’ unique needs and objectives, navigating them through the intricate landscape of tax law with precision and care.

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