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EDUNATION webinar on foreign & local investments and assets

Join us on this webinar where we will be looking at Taxation on Offshore Assets as well as Local Investments with offshore exposure.

 

Register now and earn 5.5 CPD points!

(FPI | CPD: Ref. No: FPI 118030009)

FISA CPD

TOPICS

Currency and Exchange guidelines for individuals which was updated February 2018.

How one can acquire direct and indirect offshore exposure (where possible, actual products will be discussed).

Foreign inheritances and legacies.

Taxation of both foreign and local investments which includes income tax, dividend tax, capital gain and estate duty.

Residents temporarily abroad and those working abroad.

Discussion on the need for local and foreign wills.

WHO SHOULD ATTEND
Tax practitioners | Financial Planners | Students completing the Post Grad Dip in Financial Planning Law and those completing their Advanced Post Grad Dip in Estate Planning  | Financial Planners attempting their CFP® Board Exam with the FPI Estate Planners  | Any investor interest in the above topics.

Click here to Register now

TRAINING DATE
26 / 27 March 2018 (both days inclusive) Commencing : 14:30 – 17:30
CPD : Total training points – 5.5 hours
Fee R1250.00 per attendee

About your presenter
Carmen Venter has been in the Insurance & Financial Planning Profession since 1981 becoming a Financial Advisor in 1998.

She has obtained an HDIP Tax (RAU) in 2004 and completed her CFP® Professional studies (UFS) in 2007. Carmen also successfully completed in 2011 a Postgraduate Diploma in Tax (Cum) with UFS obtaining 10 distinctions. She is registered with the FSB and Medical Council. She is a CFP® Professional Member of the FPI and a Master Member with the SA Institute of Tax Professionals.

Carmen was accepted as a Member of the Fiduciary Institute of South Africa and was awarded the Fiduciary Planner of SA® designation after completing all 5 exams in 2014. She was appointed as an external lecturer at the University of Johannesburg assisting with their BCom Honours in Financial Planning.

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