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FIDUCIARY REGULATORY ENVIRONMENT 2026

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Course Content

WELCOME TO REGULATORY ENVIRONMENT !
PERSONAL INCOME TAX
PERSONAL INCOME TAX PRINCIPLES
PERSONAL INCOME TAX BASIC
PERSONAL INCOME TAX SPECIAL INCLUSIONS
PERSONAL INCOME TAX EXEMPTIONS
LIVE SESSIONS TO BE HELD IN 2025
10 MARCH : REGULATORY ENVIRONMENT/ FORMALITIES OF A WILL/LAW OF MARRIAGE/ 3 Topics
17 MARCH: FIDUCIARY ROLE IN WILL DRAFTING/ MAINTENANCE OF SURVIVING SPOUSE/INTESTATE SUCCESSION 3 Topics
24 MARCH : ADMINISTRATION OF DECEASED ESTATES 1 Topic
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31 MARCH: TYPES OF TRUSTS USED IN PLANNING 2 Topics
12 MAY: REFRESHER ENVIRONMENT AND ADMIN OF DECEASED ESTATE
14 JULY: REFRESHER ENVIRONMENT AND EPDW
HOW TO READ AN ACT
HOW TO READ AN ACT 1 Topic
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COMPLIANCE IN REGULATORY ENVIRONMENT
PROMOTION OF ADMINISTRATION OF JUSTICE ACT 1 Topic
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FICA 2 Topics
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PROTECTION OF PERSONAL INFORMATION ACT 2 Topics
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CONSUMER PROTECTION ACT 3 Topics
TREATING CLIENTS FAIRLY 2 Topics
ELECTRONIC COMMUNICATION ACT 2 Topics
FIDUCIARY INSTITUTE OF SOUTHERN AFRICA: https://www.fisa.net.za/
LAW OF SUCCESSION
RECORDING OF WILLS ACT SECTION 1 1 Topic
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