Overview    

 As regulatory oversight intensifies and beneficiaries demand heightened accountability, the effective administration of trusts has become integral to legal practice in fiduciary matters. This session will explore the practical legal realities, frequent procedural pitfalls, and core duties confronting legal practitioners who manage or advise on matters involving trusts in South Africa today.

Join Caryn Maitland CA(SA) on the 26th of August 2025 from 10h00 to 12h00 as she unpacks the evolving expectations around trust governance and compliance, equipping you with the tools and knowledge to effectively manage trusts. 

Learning objectives   

Attending this webinar will equip you with the following competencies:  

• Gain clarity on the evolving regulatory and fiduciary expectations placed on trustees and their advisors. 

• Understand the foundational principles of trust governance and proper administration practices. 

• Learn how to prepare, review and maintain appropriate trust records and resolutions. 

• Explore current compliance obligations, including beneficial ownership, recordkeeping and trustee conduct. 

• Identify risk areas and governance weaknesses that could compromise the integrity or purpose of a trust. 

Content   

The webinar will cover the following topics:  

• Foundations of Modern Trusts 

  •  Nature and purpose of trusts: Inter vivos vs testamentary 

  •  Key definitions from the Trust Property Control Act 

  •  Roles and responsibilities of trustees, trust administrators, and professional advisors 

• Trust Governance and Compliance Duties 

  •  Fiduciary duties: Section 9 of the Trust Property Control Act 

  •  Independence, accountability, and conflict of interest management 

  • The importance of trustee resolutions and proper delegation of powers 

• Effective Trust Administration Practices  

  • Recordkeeping and document retention policies 

  • Financial oversight and monitoring trust activities 

  • Reporting to beneficiaries and stakeholders 

• Financial Reporting and Accounting for Trusts 

  • Preparing annual financial statements: Acceptable frameworks (e.g., IFRS for SMEs)  

  • Related party transactions and disclosures 

  • Dealing with loan accounts, capital, and distributions at a high level 

• Regulatory Compliance Landscape 

  •  Beneficial ownership reporting under FICA and the Companies Amendment Act 

  •  POPIA obligations: Managing trust-related personal information 

  • Trustees’ responsibilities in managing compliance risks 

• Practical Administration Challenges and Case Examples 

  •  Dormant trusts and trustee inactivity 

  •  Administration errors and inconsistent resolutions 

  •  When and how to wind up a trust responsibly   

Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.  

All attendees are issued with a CPD certificate available in an online profile.   

About the presenter  

Caryn Maitland CA(SA) 

Caryn Maitland is a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002 and is also a registered member of SAICA. 

Caryn has lectured Auditing and Accounting at various institutions and has conducted independent workshops and seminars for professional accountants since 2006 on various topics. She has presented on the national tour for the annual Legislation Update with ProBeta Training (Pty) Ltd in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014.  Caryn is also involved with the annual SAICA SMP Technical tour. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Advocates. 

• Attorneys. 

• Estates administrators. 

• Corporate Legal Professionals. 

• Legal Academic. 

• Candidate attorneys. 

• Law Students. 

• Paralegals. 

Price 

• R 450.00 - Online admission - Individual.  

• Group Price 1 - From R337 per person (up to 5 users)   

• Group Price 2 - From R260 per person (up to 10 users)   

• Group Price 3 - From R224 per person (over 11 users)  

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here  to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/ or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

About SA Legal Academy 

Welcome to SA Legal Academy (SALA), a provider of courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Legal Academy. 

SALA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 25% of your Skills Expenditure can be claimed on non-accredited training or courses. 

Corporate Training Solutions 

At SALA, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in legal and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 012 941 0448. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals. 

Contact Us For More Information 

Have any questions or need any assistance? Contact us today!  

• Online chat through our website.  

• Phone: +27 (0) 12 941 0448  

• E-mail: [email protected]