

A comprehensive six-part webinar conference covering estate administration, taxation, trusts and compliance for today's practitioners.
The Estate Administration, Tax & Trusts Conference is a comprehensive six-part professional development series designed for accountants, tax practitioners, legal professionals, fiduciary practitioners, bookkeepers, executors, trust administrators, and anyone involved in the administration of deceased estates and trusts.
The conference provides a practical understanding of the complete deceased estate administration process, combining the legal framework with essential taxation, trust and compliance requirements. Across six in-depth sessions, delegates will explore estate administration, Liquidation and Distribution Accounts, deceased estate taxation, Capital Gains Tax, SARS eFiling, trust formation, trust administration and trust taxation. Each session combines legislative principles with practical guidance, real-world examples and professional best practices to equip attendees with knowledge they can immediately apply in practice.
Whether you are looking to strengthen your technical expertise, improve compliance or expand your professional service offering, this conference offers a practical and comprehensive learning experience for today's estate administration professionals.
SESSION 1: Deceased Estate Administration and Tax Fundamentals
🗓️Monday, 7 September 2026
⏰12pm - 3pm
Successful deceased estate administration requires a clear understanding of both the administrative process and the tax obligations that arise following death. This session provides a practical and legislative overview of deceased estate administration in South Africa, covering the applicable legal framework, the executor’s responsibilities, the estate administration process and the key tax consequences arising before and after death.
The session establishes the essential foundation required for compliant and effective estate administration and prepares delegates for more detailed sessions on SARS eFiling, capital gains tax, tax return compliance and other practical estate matters.
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SESSION 2: Practical Tax Compliance for Deceased Estates: Final Tax Returns, Capital Gains Tax and SARS eFiling
🗓️Monday, 14 September 2026
⏰12pm - 3pm
This practical webinar guides participants through the tax compliance process for deceased estates, focusing on the completion and submission of the deceased's final income tax return, the capital gains tax implications of death, and the SARS eFiling process. Through practical examples and demonstrations, participants will gain the knowledge and confidence to navigate the key tax compliance requirements applicable to deceased estates.
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SESSION 3: Mastering the Liquidation & Distribution Account: From Theory to Drafting
🗓️Monday, 21 September 2026
⏰12pm - 3pm
A compliant Liquidation and Distribution Account is the culmination of every decision made during the administration of a deceased estate. Understanding the legal principles is essential, but knowing how to apply them in practice is what ensures an accurate, compliant and professionally prepared account.
This practical 3-hour masterclass bridges the gap between theory and drafting, combining the legislative framework with practical examples and case studies to demonstrate how legal, taxation and estate administration principles are reflected in the final Liquidation and Distribution Account submitted to the Master of the High Court.
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SESSION 4: Mastering Trusts: From Formation to Practical Administration
🗓️Monday, 28 September 2026
⏰12pm - 3pm
Trusts remain one of the most effective tools for estate planning, asset protection and wealth preservation- but only when they are established, administered and governed correctly. This practical 3-hour masterclass explores the complete trust lifecycle, combining the legal framework with practical guidance on trust administration, governance and strategic planning. Delegates will gain a practical understanding of modern trust practice, supported by recent legislative and case law developments.
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SESSION 5: Trust Tax and Compliance
🗓️Monday, 5 October 2026
⏰12pm - 3pm
This practical webinar provides participants with an overview of the South African tax and compliance framework applicable to trusts. It explores the taxation of trusts and beneficiaries, key legislative principles, and the practical completion of trust tax obligations. Participants will gain an understanding of common compliance requirements, SARS processes, and practical considerations for the effective administration of trusts.
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SESSION 6: Deceased Estate & Trust Case Studies: Expert Panel
🗓️Tuesday, 13 October 2026
⏰1pm - 3pm
The final session of the conference brings together the knowledge gained throughout the series in an interactive, case study-based workshop. Delegates will have the opportunity to submit real-life deceased estate administration, taxation and trust scenarios prior to the session for discussion by the presenters.
Using practical examples drawn from actual practice, the presenters will analyse each case, identify the legal and tax implications, discuss potential solutions, and highlight common pitfalls and best practice approaches. This collaborative session provides valuable insight into complex estate administration matters while allowing delegates to benefit from the experiences and questions of fellow practitioners.
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Presenters:
👤Miss Galanies Vonofakidis (Head of Taxation)
👤Mrs Jade Theart (Trusts, Wills & Deceased Estate Specialist Attorney)
All Included:
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Gary Garbutt,
Head of Operations
Biz Facility Pty Ltd
(Registration number: 2011/105349/07)
Mission Statement:
To provide value added skills and tools through superior training and engagement that enables our clients to become more financially skilled.
Our Vision:
To provide practical skills and tools to small and medium business owners and individuals, in order to effectively utilize accounting data to manage their business or area of operation, and to effectively manage their tax obligations, both personally and professionally.
Biz Facility, founded in 2010, was founded to provide practical training interventions to small and medium sized businesses, as well as individuals, to equip clients in managing their business’s and tax affairs more effectively.Biz Facility provides both training and financial services to its clients: