Loans to Trusts and Estate Planning: Efficient estate planning in respect of low and interest free loan to trusts
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Overview TBC
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The outcomes of the live events has been mapped to the following competencies: Tax planning, Tax laws
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The live event is ideal for Continual Professional Development and where required the necessary CPD accreditation is obtained from the professional body. For more information contact us.
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We offer bulk registration discounts for group bookings on our live events. Please view our standard group registration rate card here. For a no obligation , hassle free costing estimate, contact us.
Hosted by
Diane Seccombe
Ideal for
Continual Professional Development (CPD)
Date
27 July 2022
Time (SAST)
09h00-10h00
The index below represents the structure of the Live Event. You will be able to access the information contained within the index once registered. On the day of the event, you will head over to section 2 below where the Live Event will be streamed.
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Meet the instructor
Diane Seccombe
Diane Seccombe is an admitted attorney with a masters degree in taxation. She has over 15 years of experience with taxation. Diane is currently the National Head of Tax Training at Mazars Academy Proprietary Limited and in this capacity provides tax training to professional institutes, banks, financial service providers and financial planners. She is also well known amongst students for her tax lectures at post graduate level. Diane consults on income tax matters including, corporate, individual and international tax and is an expert in Value Added Tax
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant - use outlook calendar to your advantage!
- Your health is important – Understand the important of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
Developing effective communication skills:
- Understand the importance of effective communication in the workplace (written and verbal).
- Introduction to business writing for first year trainee accountants (including email etiquette).
- How to use Microsoft Outlook and draft professional business emails.
- How to use a translator if English is not your first language.
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant-use outlook calendar to your advantage!
- Your health is important –Understand the importance of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
- What is Microsoft office 365?
- Introduction to excel and how you will be using excel as a first year trainee accountant.
- Important excel functions you will use daily.
- What is working papers and how does this work in excel?
Live Event series for trainees
Outcomes
- Introduction to Microsoft PowerPoint and Word.
- How to prepare a presentation in PowerPoint.
- How to prepare reports, letters and communications in word in a professional manner.
- .Tips and tricks to be more efficient in Word and PowerPoint.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with personal ethics:
- What are personal ethics?
- Why are personal ethics important for you?
- How do you make the right personal choices?
Live Event series for trainees
Outcomes
Getting the most out of your CA2025 training contract experience:
- Understanding how the CA2025 training programme works.
- Developing the right attitude towards your training contract and the importance of regular reflection during the contract term.
- How assessment works and what to do to ensure that you get signed off at the end of the training contract as proficient.
Live Event series for trainees
Outcomes
Introduction to auditing:
- Why are audits conducted?
- What happens when auditors get it wrong?
- How are audits conducted?
- Where do I fit in this process?
- What is expected of me during the first year?
Live Event series for trainees
Outcomes
The financial statement assertions and audit evidence:
- Understanding the financial statement assertions and their relevance in performing audit procedures.
- Understanding the requirements for sufficient appropriate audit evidence to prove the assertions.
Live Event series for trainees
Outcomes
Risk of material misstatement:
- Understanding what audit risk is, and the three components that affect it.
- Understanding the impact of Risk of Material Misstatement on the nature, timing and extent of substantive audit procedures.
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and Winning with People.
- Communication skills, People skills, Relationship-building skills
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and managing people.
- Leadership skills, Managing others, Teamwork
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with professional ethics:
- What are professional ethics?
- Why are professional ethics important for you?
- How do you make the right professional choices?
Live Event series for trainees
Outcomes
- What is emotional intelligence?
- Understand and manage your emotions.
- Understand the emotions of others working with you.
- How to get your emotions to work for you,not against you.
Live Event series for trainees
Outcomes
- Why is Cyber security important.
- What can go wrong?
- Email best practices with reference to cyber security.
- What to look out for, how to evaluate authenticity of emails etc.
- Like farming, phishing, click bait, malware.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with business ethics:
- What are business ethics?
- Why is understanding business ethics important for you?
- How do you evaluate the right business choices?
Live Event series for trainees
Outcomes
- Why a personal budget is important?
- How to prepare your budget and what tools are available.
- How to use excel for this.
- Top 3 tips in personal finance!
Outcomes
What you will learn?
- Overcome your fear of speaking and be comfortable in any audience be it: selling, training or motivating
- Discover ways to project confidence and passion to build your speaking credibility
- Get speaker insights on body alignment, gestures, movement, vocal variety to align to your message
- Learn how to package your content into a relatable format that can be adapted to suit any audience
- Get coaching and feedback on your natural speaking style and what needs to change immediately
- Learn the adaptations needed to speak to 2, 20, 200 or 2000 people in a live or virtual setting
- Get comfortable with technology and learn advanced skills to engage on a virtual platform
- Practice your pitch within peer groups and get immediate feedback
- Speak more often, gain more respect and elevate your career to the next level
Outcomes
Key outcomes of this session:
- PC2 and PC4, and what constitutes acceptable evidence for these 2 PC values in particular.
- The SAICA requirements around acceptable evidence for both the PC Values and the other professional skills.
- The SAICA decision trees and how to make the right selections when using them.
- Understand the difference between basic and advanced complexity levels.
Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment.
- Trainee to create and update a Skills Review (SR = TSR + PSR)
- Reviewer to sign off a Skill Review (SR)
- Know the answers to some frequently asked questions (SRs)
- Know and can implement the necessary LTS user administration and user maintenance activities (Audience: all LTS users & Training office Administrator)
- Extract all the necessary LTS reports and use the correct functions to monitor timelines, open documents and compliance requirements on the system (Audience: Trainees, Managers, Training Office Administrator, Training Officer).
- How to transfer my historical information to LTS (Audience: Trainee & Assessor)
- ANA opening balances (rates & development needs) and capturing of core hours.
- Assessor review and sign off on LTS
Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment
- Create and Update a Skill Review (SR = TSR + PSR)
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the role-player (trainees and reviewers)
- Create and finalise an ANA, the relevant process, and responsibilities of each role-player
- Understand when and why the need for development plans in the ANA.
- Understand the impact of skills / tasks signed off as COMPETENT by the assessor
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- How to effectively use your LTS reports to monitor your training programme
- Know when a trainee can be discharged from his/her training contract and LTS requirements regarding relevant evidence and documents.
- The process to transfer your monthly core hours to LTS and impact during the ANA discussion
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
- Logon to LTS and understand the LTS environment
Skill Reviews
- Review and finalise a Skill Review (SR = TSR + PSR)
- Basic vs Advanced complexity levels
- Difference between the rating difference process and when to reverse an SR to the trainee
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the different role-players (trainees and reviewers)
- Relevant reports to track progress
Assessment Needs Analysis (ANA)
- Prepare for the one-on-one discussion: the relevant process, and responsibilities of each role-player
- The one-on-one discussion and what needs to be finalised
- Understand when and why the need for development plans in the ANA
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- Understand the impact of skills / tasks signed off by the Assessor = COMPETENT
- How to measure a trainee’s progress on their training programme
- Relevant reports and checks if a trainee can be discharged from his/her ICAZ training program.
- ANA opening balances and core hours – how this will be transferred to LTS and relevance in the next ANA discussions.
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
Skills Reviews
Reports and incomplete notifications
- Logon to LTS and understand the LTS environment
Skills Reviews
- Trainee to create and update a Skill Review (SR = TSR + PSR)
- Importance of PC- and Professional Skill evidence to be specific, positive and verifiable
- Reviewer to review and finalise a Skill Review
- Reviewer assign an overall rate and give an overall comment on trainee’s performance in the SR
- How to handle rating differences. Reviewer and trainee activities.
- What to do id PC- or professional skill evidence is not sufficient?
Reports and incomplete notifications
- Score Grid Reports: Summary of evaluation on competency framework
- Incomplete notifications (Automated & generated by administrator)