TOPICS RELEVANT TO THE FIDUCIARY PROFESSION

The fiduciary profession is unique in that more often one specializes in a particular field although, there are practitioners that provide the full range of services to their clients. It therefore makes more sense, in our offering, to consider a basic and  a more detailed comprehensive approach to the topics on hand. Some may only want to understand the basics where others need to know how to cross the t’s and dot the i’s.

Because many topics are common between financial planning and fiduciary planning, feel free to hop on to any workshop being presented.

Fiduciary planners are required to apply a vast amount of detailed knowledge when planning or dealing with a client. Master Directives, changes in legislation and Court judgments is just a few.  And, if you have just joined the profession, it can be extremely overwhelming!

The current topics workshopped is the tip of the iceberg but we need to start somewhere! We will add more to the list!

Workshops are either online coupled with a live seminar/s or online only. All workshops have content with pre-recorded webinars which will provide more detail. Dates on which live seminars are held, is reflected on the brochure. All live seminars are held on Zoom.

Download the brochure for a list of the dates in which seminars will be held for topics which are linked to live seminars.

Synergia Learning is not a higher education provider. Synergia Learning is an independent training provider of individuals in the financial planning and fiduciary profession.

Course Content

INTRODUCTION TO COURSE AND ADHOC NOTES
(6 Topics)

MARRIAGES AND REGIMES
(12 Topics)

LAW OF SUCCESSION: WILLS AND INTESTATE
(13 Topics)

ADMINISTRATION OF DECEASED ESTATES
(7 Topics)

TRUST ADMINISTRATION AND TRUST PROPERTY CONTROL ACT
(2 Topics)

MAINTENANCE OF SURVIVING SPOUSE ACT

REGULATION OF FIDUCIARY PRACTITIONERS AND ETHICS
(11 Topics)

SUMMARY OF COURT CASES

ALL OTHER
(10 Topics)

RECORDING OF LIVE SESSIONS (WHEN FIRST LIVE SESSION IS HELD)
(5 Topics)

ADDITIONAL TAX TRUST EXAMPLES
(9 Topics)

LIVE SESSIONS 2021 RECORDINGS
(13 Topics)

COMPLETION RULES (INTRODUCTION)

IMPORTANT: INTRODUCTION AND NAVIGATION
(4 Topics)

SECTION: SUMMARY OF COURT CASE LAW

DAY TO DAY DECEASED ADMINISTRATION PROCESS
(6 Topics)

EFFECT OF MATRIMONIAL PROPERTY REGIME IN THE PROCESS OF ADMINISTRATION
(11 Topics)

WILLS ACT AND INTESTATE SUCCESSION ACT
(13 Topics)

CAPITAL GAIN TAX ON DEATH
(4 Topics)

ESTATE PLANNING AND DUTY (ADDENDUM)
(12 Topics)

EXECUTOR ACCOUNTS: L AND D
(2 Topics)

ADDITIONAL CASE STUDIES
(6 Topics)

INSOLVENCY

SUCCESSIVE DEATH REBATES
(2 Topics)

LIMITED INTERESTS
(10 Topics)

QUIZ AND WRITTEN QUESTIONS FOR 2022
(14 Topics)

LIVE SESSIONS 2022
(5 Topics)

RECORDED LIVE SESSIONS 2021
(10 Topics)

DECEASED ESTATE AND TRUSTS REFRESHER SESSION

NAVIGATE THE PLATFORM
(3 Topics)

LIVE SESSION RECORDINGS 2022
(5 Topics)

LIVE SESSION RECORDINGS 2021
(14 Topics)

WILL DRAFTING
(2 Topics)

COURT CASES: LAW OF SUCCESSION AND WILLS
(10 Topics)

LAW OF SUCCESSION
(14 Topics)

BUSINESS ASSURANCE
(8 Topics)

ESTATE PLANNING
(11 Topics)

LIMITED INTEREST
(8 Topics)

PRACTICE
(2 Topics)

COURT CASES: MARITAL REGIMES
(16 Topics)

MARITAL REGIMES
(14 Topics)

ADDITIONAL INFORMATION
(6 Topics)

DIVORCE ACT
(5 Topics)

CAPITAL GAINS
(11 Topics)

DECEASED ESTATES

COMPLETION RULES (INTRODUCTION)

CONTENT
(4 Topics)

LIVE SESSION 2022
(8 Topics)

ADDITIONAL DOCUMENTS INCLUDE MASTER DIRECTIVES
(7 Topics)

TRUST PROPERTY CONTROL ACT
(3 Topics)

ADVANCED- TRUSTS

CASE LAW

ROLES – FOUNDER & MASTER

ROLES – BENEFICIARIES

ROLES -TRUSTEES

LIVE SESSIONS RECORDINGS : UNDERSTANDING TRUSTS AND TAX ADDITIONAL STUDIES
(6 Topics)

LIVE SESSIONS 2021
(5 Topics)

PRINCIPLES: A VERY BASIC SUMMARY OF TRUSTS (NO TAX)
(5 Topics)

PERSONAL TAX (THIS IS FOR STUDENTS WHO HAVE NOT STUDIED TAX)
(6 Topics)

ADDITIONAL EXAMPLES REQUESTED BY STUDENTS
(9 Topics)

LECTURER

FILES
(2 Topics)

R0

INTRODUCTION AND OFFERINGS

Our offerings and method of studying!

R10 500

Suite of ALL TOPICS for a fiduciary profession

This discounted bundle encompasses all the current and relevant topics as listed on the platform. Any additional topic/s launched after registration, is not automatically included.

R2 800

Suite of topics for the legislative ENVIRONMENT applicable to the Fiduciary Profession

WORKSHOP ACCESS IS OPEN! A combination of all legislation applicable to the fiduciary space. More vital aspects will be highlighted and discussed at live seminars. Know thy legislation!

R2 800

Suite of topics for DECEASED ESTATES and comprehensive executor accounts

If your role is an executor or, responsible for assisting in the administration of estates and compiling the executor accounts this bundle of topics is for you! Understanding marital regimes and ''spouse'' is a must!

R2 800

Suite of topics for the ESTATE PLANNER and WILL drafter

Some skills are left to others & as much as we do not perfect your writing skills, the danger of the pitfalls is highlighted. Plan well while alive, from your wishes to the reduction of duty on death!

R2 800

Suite of topics for the law of TRUSTS and ADMINISTRATION

Trusts is a specialized field and due care and diligence is more vital than ever! We cover a full range of topics from admin to tax and responsibilities of role players. Join us if this is or becoming your field of specialty!

R1 100

Fiduciary regulatory environment: repository of questions with 2024 legislation

Up to a challenge? Test your knowledge!

R1 100

Deceased estates & executor accounts: repository of questions

How much do you know? Take the challenge!

R1 100

Estate planning & will drafting: repository of questions 2024 legislation

Take a challenge and test your knowledge!

R1 100

Trust Administration: repository of questions with 2024 legislation

Many changes taken place! How much do you know?

R3800

All inclusive repository of questions for fiduciary profession

Questions and self assessments across the entire spectrum of the fiduciary profession! Test your knowledge.

R560

Fiduciary practitioner regulatory environment

This workshop incorporates the Acts that a practitioner must comply with and includes the exchange control regulations. Select enrol to view the list of acts under discussion.

R1 100

Repository of questions for the REGULATORY planning environment

Do you know all the legislation that you need to comply with?

R560

Topics: Law of Marriage, Maintenance of surviving Spouse and the Wills Act

We will dissect the Act and analyze the basic aspects that are vital for us to be aware of.

R560

Intestate Succession and Maintenance of Surviving Spouse Act

We will look at the steps that are required to determine who will inherit intestate as well as some of the terminology used. More basic foundations.

R560

Administration of Deceased Estate Act

Live session held on: 1 April 2024
Basics of the Act

R560

Trusts: types used in planning

LIVE SEMINAR ON 08 APRIL 2024
The basic essential of a Trust

R560

Administration of deceased estates: Function of an executor

LIVE SEMINAR 15 APRIL 2024
The role and responsibility of the executor in the administration of the estate.

R560

Administration of estates: dealing with objections / discuss limited rights

Live Seminar 22 April 2024
The little nuances when objections are raised! And, discussion of limited rights!

R560

Estate duty addendum: estate duty valuations and deductions

Live seminar 29 April 2024
Understanding principles and calculations

R400

Income Tax Act : Section 7 and application

Online workshop only with pre-recording and content.
Understand and apply S7 of the Income Tax Act

R560

Comprehensive executor accounts: liquidation and distribution accounts

Online workshop and live seminar: 06 May 2024
Full examples on how to do the Executor accounts with case analyses.

R560

Wills Act: validity and condonation including all legislation that impacts wills

Online workshop and seminar 20 May 2024
The downfall of invalid wills.

R560

Concepts in law of succession: massing/modus/collation

R560

Donation tax, capital gain tax and estate duty summary

R560

Parties to a Will and impact of clauses in a will

R600

Annual legislation update held 5 August 2024

R600

Trust Admin: Types of trusts and role players

We look extensively into the roles and responsibilities of the various role players in this workshop.

R560

Administration of trusts and beneficial owner concept

R560

Relevant court cases for 2024 and discussion

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