SCHOOL OF APPLIED TAXATION COURSE CATALOGUE

Flexible. Online. Part-time.

SCHOOL OF APPLIED TAXATIONCOURSE CATALOGUE

+27 (0)12 943 7002www.taxfaculty.co.za [email protected]

PREPARING FUTURE TAX LEADERS, TODAY

We take pride in our ability to provide course participants with the requisite skills required of the twenty-first century tax

professional. At the core of our educational methodology, The Tax Faculty enables participants to approach business and tax

problems using critical thinking skills.

The Tax Faculty developed a unique tax learning methodology to prepare future tax professionals

with metacognitive skills, and to develop higher order thinking skills through analysis, evaluation and synthesis. It consists of three parts, namely

Academic Knowledge, Practical Simulation and Critical Thinking.

One of our core philosophies is to collaborate with world-class universities, such as the

University of South Africa (Unisa) and Wits University.

By utilising The Tax Faculty’s corestrength, creating practical

simulation-based training, and the universities core knowledge and assessment centres, our

collaboration philosophy enables us to offer course participants

access to high-quality, accredited, applied and career-focused learning

programmes.

We invite you to use this catalogue to learn more about our portfolio of

Applied Taxation Courses and to go on to enrol on one of these exclusive

training opportunities today.

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PROFESSIONAL CERTIFICATES

COURSE ACCREDITATION

QUALIFICATIONS

ADVISORY COURSES

SHORT COURSES

Our accreditation as a registered skills development partner under the Skills Development Act, 1998 (Act No 97 of 1998) by the Quality Council for Trades and Occupations (QCTO) enables us to offer the Technician and

Tax Professional occupational qualifications registered with the South African Qualifications Authority (SAQA).

As an approved Continuing Professional Development provider by the South African Institute of Tax Professionals (SAIT), a SARS recognised controlling body under the Tax Administration Act, 2011 (Act No. 28 of 2011), we offer

best-in-class tax CPD.

CONTENTS

PROFESSIONAL CERTIFICATESProfessional Certificate in Taxation 06Professional Certificate in Taxation of Individuals 07Professional Certificate in Taxation of Corporates 08Professional Certificate in Payroll Taxes and Administration 09Professional Certificate in Tax Opinion and Dispute Writing 10Professional Certificate in Taxation of High-Net-Worth Individuals 11Professional Certificate in Transfer Pricing 12Professional Certificate in Value-Added Tax 13Professional Certificate in Administration of Estates 14Advanced Professional Certificate in Value-Added Tax 15

QUALIFICATIONSQualification: Tax Technician (RPL) 17Qualification: Tax Technician 18Qualification: Tax Professional (RPL) 19Qualification: Tax Professional 20

ADVISORY COURSESCertificate Course in Corporate Transaction Tax 22Certificate Course in International Business Tax 23Certificate Course in Payroll Taxation: Cross-Border 24Certificate Course in Tax and Estate Planning 25

SHORT COURSESEISA Preparation Course for Tax Professional Occupational Qualification 27ITC Preparation Course for Tax Professional Occupational Qualification 28

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Taxation 06Taxation of Individuals 07Taxation of Corporates 08Payroll Taxes and Administration 09Tax Opinion and Dispute Writing 10Taxation of High-Net-Worth Individuals 11Transfer Pricing 12Value-Added Tax 13Administration of Estates 14Advanced Value-Added Tax 15

PROFESSIONAL CERTIFICATES

taxfaculty.co.za

The professional certificate is designed to empower course participants with applied working and practical knowledge of the fundamentals

of taxation that will secure the course participant the license to practice as a registered tax practitioner with SARS and professional

membership with the South African Institute of Tax Professionals (SAIT).

The course covers the entire field of taxation (including value-added tax) and will enable the course participant

to calculate the tax of individuals including farmers, partnerships, sole traders as well as the taxation of

companies, close corporations and trusts.

This course will benefit beginners as well as practitioners who need to update their

knowledge on the fundamentals of taxation.

DURATION OF THE COURSE 12 months (one calendar year).

LANGUAGE The teaching medium is English.

REGISTRATION REQUIREMENTS A senior certificate or equivalent qualification or appropriate experience in tax.

FEES

Payment option 1: Once-off payment R21 950.00 (incl. VAT).

Payment option 2: Debit order Monthly payment options available.

COURSE DELIVERY The course is divided into two semester modules. The first module, Taxation of Individuals, covers the fundamentals of taxation, salaried employees’ income tax, self-employed individual taxes (including farming) and payroll taxes. It also covers basic elements of international taxation, donations tax, retirement fund savings and capital gains tax. The outcome of this module is to ensure participants are able to submit individual tax returns without errors including the ITR12, IRP6, EMP501 and EMP201 returns.

The second module, Corporate Taxes, will cover VAT, corporate income tax, key tax administrative procedures and gives participants’ guidance on practice management, ethics and responsibilities.

The skills gained in this module will ensure that theoretical knowledge can be practically applied in the completion and submission of tax returns without errors namely the ITR14 and VAT2017 returns as well as the IT14SD.

The professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms. The course material is built upon practical simulations and simulates reality in a tax practice.

For more information visit taxfaculty.co.za

COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN TAXATION

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This is the first semester module of the Professional Certificate in Taxation and can be taken as a standalone module. The outcome of this module is to ensure participants are able to submit individual tax returns without errors including the ITR12, IRP6, EMP501 and EMP201 returns.

It covers the fundamentals of taxation, salaried employees’ income tax, self-employed individual taxes (including farming) and payroll taxes. It also covers basic elements of international taxation, donations tax, retirement fund savings and capital gains tax.

DURATION OF THE COURSE Four months.


REGISTRATION REQUIREMENTS A senior certificate or equivalent qualification.

FEES



COURSE DELIVERYThe knowledge and practical skills across the following topics are covered:

• Income (individuals). • Deductions (individuals).• Salaried employees.• International tax.• Retirement fund savings.• Farming.• Capital gains tax (individuals).• Donations tax.• Prepaid tax.• Practical payroll.

For each section you will receive guidance on how to practically complete the return, practical case studies (self-paced) and a detailed lecture.



COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN TAXATION OF INDIVIDUALS

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This is the second semester module of the Professional Certificate in Taxation and can be taken as a standalone module. The module will

cover VAT, corporate income tax, key tax administrative procedures and gives participants guidance on practice management, ethics

and responsibilities.

The course is divided into a theoretical knowledge and a practical simulation component. The simulation component

will ensure that theoretical knowledge can be practically applied in the completion and submission of tax returns

without errors namely the ITR14 and VAT2017 returns as well as the IT14SD.

DURATION OF THE COURSE Five months.


REGISTRATION REQUIREMENTSThis semester module forms part of the Professional Certificate in Taxation and the first module (Certificate in Taxation of Individuals) needs to be completed before attempting this module.

FEES



COURSE DELIVERY The knowledge and practical skills across the following topics are covered:

• The world of business tax.• Value-added tax (VAT).• Income (corporates).• Deductions (corporates).• Capital allowances.• Capital gains tax (corporates).• Dividends tax.• Taxation of other entities.• Trusts.• Tax Administration Act.• Tax avoidance and evasion.



COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN TAXATION OF CORPORATES

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The professional certificate provides foundational technical training relating to payroll and employee taxation, including the practical elements of completing a basic payroll run and submitting the relevant SARS returns.

The course is focused on integrating theory by simulating the real-life world of work and will enable participants to advance their career in payroll administration.

DURATION OF THE COURSE Six months.


REGISTRATION REQUIREMENTS A senior certificate or equivalent qualification or appropriate experience.

FEES



COURSE DELIVERY

The knowledge and practical skills across the following topics are covered:

• Understanding the world of tax and payroll.• Statutory requirements.• Income related to salaried employees.• Fringe benefits.• Allowances.• Payroll process.• Payroll reports.• Third party requirements.• Monthly returns and reports.• Annual returns and reports.

This professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms.


COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN PAYROLL TAXES AND ADMINISTRATION

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The purpose of this professional certificate is to develop the critical research, problem solving and writing skills to draft TAA compliant tax

opinions that will mitigate SARS penalty risk.

It will equip participants to effectively respond to SARS letter of audit findings, prepare technical sound SARS objections and

appeals.

The course covers areas of tax research and internal issue memoranda, advisory opinions and controversy.

DURATION OF THE COURSE Four months.


REGISTRATION REQUIREMENTSA minimum of BCom or LLB degree. Completed three years structured work experience in tax, accounting, law or five years unstructured experience.

FEES



Fundamentals of tax research: Successful tax professionals need to understand the various sources for research as generated by the various arms of government, such as National Treasury (tax legislation and policy), SARS (interpretation and administration) and case law.

Tax opinions: Developing a position and principles of opinion writing. Course participants will learn how to write in terms of assessing risk as opposed to definitive conclusions.

Controversy writing:This process starts with the phase of initial queries and responses. These queries and responses often escalate in assessments, objections and appeals. Writing of this nature is as much about procedure as about substance. Both the relevant portions of the Tax Administration Act and the Promotion of Administrative Justice Act will be considered.


COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN TAX OPINION AND DISPUTE WRITING

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COURSE DELIVERY

Each part will contain an initial lecture via The Tax Faculty virtual classroom, two practical assignments and two reflective virtual classrooms to develop critical thinking skills. Topics for assignments will be given to course participants with all participants responding to the same assignments. All assignments will be independently marked and certificates are awarded based on assignments submitted.


The taxation of high-net-worth Individuals (HNWIs) remain a risk for revenue authorities globally.

These individuals have the financial resources to aggressively plan and structure their affairs and it generally incorporates multiple vehicles including trading companies, passive investment companies, trusts and offshore investments.

DURATION OF THE COURSE 12 months.


REGISTRATION REQUIREMENTSExperience in taxation of individuals and trusts are required. An NQF 6 in the field of tax or law is recommended.

FEES

Payment option 1: Once-off payment R21 950 (incl. VAT).


Course participants will gain detailed practical application in the following areas:

• Planning structures of high-net-worth individuals.• Trust law.• Income Tax Act Section 7C.• The process to perform a capital reconciliation.• The process of conducting a lifestyle audit.

COURSE DELIVERY



COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN TAXATION OF HIGH-NET-WORTH INDIVIDUALS

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Transfer pricing is a complex speciality that represents a unique blend of tax law, accounting, business practice and economics and remains a

top priority for revenue authorities globally, with a growing emphasis on audits and disputes.

This professional certificate incorporates knowledge, practical skills and workplace simulation. Course participants will

receive a combination of scholastic and practical simulated learning experience.



REGISTRATION REQUIREMENTSOpen to individuals currently working within transfer pricing or for experienced tax practitioners/accountants wanting to specialise in transfer pricing. An NQF 7 qualification in taxation, law or accounting is recommended.

FEES



The course consists of two parts, namely transfer pricing compliance and transfer pricing advisory which breaks up transfer pricing into practical chunks.

Part 1: Transfer pricing compliance focusses on:• Transfer pricing relating to goods and basic services.• Analysis aspects of transfer pricing. • Recurring annual documentation.

Part 2: Transfer pricing advisory focusses on:• Cross-border transactions involving intellectual property. • Complex technical services. • Cross-border debt.


COURSE PROGRAMME

COURSE DELIVERY

This professional certificate is a blended learning approach delivered by The Tax Faculty through the virtual campus, face-to-face sessions, workplace experience and formal external assessments.

PROFESSIONAL CERTIFICATE IN TRANSFER PRICING

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The professional certificate begins with a specific value-added tax (VAT) online diagnostic to determine any gaps in course participants knowledge resulting in the common pitfalls identified by SARS.

A tailored e-learning journey will be delivered to address the gaps whilst focussing on simulated real life scenarios and the VAT 201 form. Successful participants will receive a Certificate of Competency from The Tax Faculty and this will secure 40 credits towards the National Qualification Framework (NQF) 6 Occupational Certificate.

DURATION OF THE COURSE 12 weeks.


REGISTRATION REQUIREMENTSExperience in taxation of individuals and trusts are required. An NQF 6 in the field of tax or law is recommended.

FEES




COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN VALUE-ADDED TAX

After the diagnostic, course participants will be provided with an e-learning journey to cover the skills and knowledge gaps including:

• Introduction to VAT and registration.• Output VAT.• Input VAT.• Adjustments.

This is followed by a workshop focusing on the following common pitfalls:

• Registration as a vendor.• Principal vs agent.• Effect of change in VAT rate.• Imports and exports.• Deemed supplies.• Commercial accommodation.• Dispute with SARS etc.

COURSE DELIVERY

This programme is delivered by the Tax Faculty and is divided into six parts:

• Orientation and diagnostic (self-paced).

• Individualised learning (self-paced).

• Workshop (attendance-based webinar).

• Formative assessment.• Assignment discussion

(webinar).• Assignment.

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This professional certificate covers all aspects of the administration of deceased and insolvent estates.

The objective of this course is to equip participants with the theoretical and practical knowledge required to wind-up

both deceased and insolvent estates of individuals, as well as insolvent estates of partnerships, companies and close

corporations.

DURATION OF THE COURSE Ten months.


REGISTRATION REQUIREMENTSA minimum of a senior certificate with a basic understanding of taxable income and appropriate experience in administration of estates. This will be assessed via a diagnostic.

FEES




COURSE PROGRAMME

PROFESSIONAL CERTIFICATE IN ADMINISTRATION OF ESTATES

COURSE DELIVERY

The professional certificate isdelivered by The Tax Facultythrough the virtual campus andwebinar platforms.

After an induction and orientation session the fundamentals of administration of estates are covered including:

• Intestate and testate succession.• Estate planning• Law of trusts.• Administration of an estate.• Calculation of estate duty. • Winding-up process of insolvent

estates.

This is followed by a series of real-life practical simulations which bridges the gap between theory and successful practical application.

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The Advanced Professional Certificate in Value-Added Tax provides participants with a solid foundation and an in-depth knowledge of the application and legal principles of value-added tax.

This enables participants to provide professional advice to clients and to perform advanced value-added tax (VAT) planning on their behalf.

DURATION OF THE COURSE Module 1: 12 months


REGISTRATION REQUIREMENTSA BCom (with VAT as a module) or LLB (with VAT as a module).Alternatively, successful completion of the UNISA Certificate Course in Value-Added Tax.

FEES




COURSE PROGRAMME

The programme consists of two moduleswhich are completed over a two yearperiod.

The first module (ADVT116) consists ofcourse work (24 credits, 240 hours) and iscompleted in the first year of study.

The second module (ADVT128) consistsof a written dissertation of limited scope– research project – (12 credits, 120 hours)and is completed in the second year ofstudy. Candidates need to pass year one inorder to gain access into year two which isa written research project.

COURSE DELIVERY

The tuition is delivered by TheTax Faculty through the virtualcampus and webinar platforms,whilst the assessments andexaminations are conductedthrough UNISA.

ADVANCED PROFESSIONAL CERTIFICATE IN VALUE-ADDED TAX

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02 QUALIFICATIONS

taxfaculty.co.za

Tax Technician (RPL) 17Tax Technician 18Tax Professional (RPL) 19Tax Professional 20

This course covers the knowledge and practical skills modules of theoccupational certificate. Completion of this course, as well as the

workplace experience modules, provides entry into the final external integrated summative assessment (EISA).

Successful students will be eligible for membership of the South African Institute of Tax Professionals and the designation Tax

Technician (SA), as well as registration as Tax Practitioners with SARS.



REGISTRATION REQUIREMENTSAt least three years working experience structured and recently completed Annual Tax CPD programme updates with SAIT or similar such as SARS internal training.

FEES




COURSE PROGRAMME

QUALIFICATION:TAX TECHNICIAN (RPL)

COURSE DELIVERY

The qualification is delivered viaThe Tax Faculty’s virtual campus and webinar platforms whilst the final exam is administered by the South African Institute of Tax Practitioners (SAIT).

The Tax Faculty recognises that learning is achieved through past experience and therefore the learning journey will begin with a diagnostic from which tailored learning journeys are implemented, giving you the best opportunity to gain your qualification without having to start from scratch.

The occupational tasks of a Tax Technician include the demonstration of the following competencies:

• Registering a taxpayer, calculation and finalising of income tax, payroll tax and VAT returns.

• Analysing assessments.• Initiating disputes as part of dispute resolution.

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The knowledge and practical skills gained in this qualification will provide course participants with the foundational knowledge and practical skills to perform SARS tax compliance functions and services, including the preparation and submission of tax returns.

Completion of this course, as well as the workplace experience modules, provides entry into the final external integrated summative assessment (EISA).

Successful participants will be eligible for membership of the South African Institute of Tax Professionals and the designation Tax Technician (SA). This qualification is registered on the National Qualification Framework (NQF 6).

DURATION OF THE COURSE 24 months (two calendar years).


REGISTRATION REQUIREMENTSA senior certificate or equivalent NQF 4 qualification.At least one year experience in completing tax returns.

FEES




COURSE PROGRAMME

QUALIFICATION:TAX TECHNICIAN

The course covers the following knowledge and practical skills modules:

• Introduction to taxation.• Tax and business administration. • Accounting.• Personal income tax and trusts.• Corporate income tax.• Value-added tax (VAT).• Payroll.• Tax opinions and risk.• ADR and dispute resolution.• Estate planning.• Capita Selecta: speciality taxes.• Ethics and professional conduct.

COURSE DELIVERY

The qualification is delivered viaThe Tax Faculty’s virtual campusand webinar platforms whilstthe final exam is administered bythe South African Institute of TaxPractitioners (SAIT).

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This occupational qualification is a formal structured online learning programme that leads to a professional occupational qualification that

is registered on the National Qualification Framework (NQF 8).

This 18-month bridging programme covers the knowledge and practical skills components of the qualification, and together

with experience gained in the workplace, allows you to write the SAIT External Integrated Summative Assessment (EISA).



REGISTRATION REQUIREMENTSNQF 7 such as BCom in the fields of commerce, accountancy or law (or equivalent). Three years tax experience or signed learnership.

FEES




COURSE PROGRAMME

COURSE DELIVERY

The qualification is delivered viaThe Tax Faculty’s virtual campus and webinar platforms whilst the final exam is administered by the South African Institute of Tax Practitioners (SAIT).

The Tax Faculty recognises that learning is achieved through past experience and therefore the learning journey will begin with a diagnostic from which tailored learning journeys are implemented, giving you the best opportunity to gain your qualification without having to start from scratch.

The occupational tasks of a Tax Professional include the demonstration of the following competencies at an advanced level.

• Registering a taxpayer. • Finalising income tax, payroll tax and VAT returns.• Reviewing or auditing tax balances.• Mediating tax disputes.• Writing tax opinions.

QUALIFICATION:TAX PROFESSIONAL (RPL)

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The skills gained in the qualification will provide participants with the advanced skill to practice as a tax consultant and advisor.

Successful course participants will be eligible for membership of the South African Institute of Tax Professionals and the designation Tax Advisor (SA) and receive a professional occupational qualification that is registered on the National Qualification Framework (NQF 8).

DURATION OF THE COURSE 36 months (three calendar years).


REGISTRATION REQUIREMENTSNQF 7 such as BCom in the fields of commerce, accountancy or law (or equivalent). Three years tax experience or signed learnership.

FEES




COURSE PROGRAMME

The occupational tasks of a Tax Professional include the demonstration of the following competencies:

• Registering a taxpayer.• Finalising income tax, payroll tax and VAT returns.• Reviewing or auditing tax balances.• Mediating tax disputes.• Writing tax opinions.

COURSE DELIVERY

The qualification is delivered viaThe Tax Faculty’s virtual campusand webinar platforms whilstthe final exam is administered bythe South African Institute of TaxPractitioners (SAIT).

QUALIFICATION:TAX PROFESSIONAL

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03ADVISORY COURSES

taxfaculty.co.za

Corporate Transaction Tax 22International Business Tax 23Payroll Taxation: Cross-Border 24Tax and Estate Planning 25

This short course focuses on corporate transaction taxation with a specific focus on shareholder/share level transactions, covering

shareholder formations, dividends and other ongoing withdrawals to shareholders as well as outgoing payments on company

termination.

While the main focus is on taxation, relevant company law and commercial concepts will be covered in a business context.

DURATION OF THE COURSEThe course will run over 12 weeks and include:Weekly face-to-face lectures, two assignments and a formal exam.


REGISTRATION REQUIREMENTSA senior certificate or equivalent qualification.Experience in tax advisory is recommended.

FEES



• Basic company commercial law and taxation.• Company formations.• Lifetime company distributions (ordinary shares).• Shareholder loans and owner-manager salaries.• Special shareholder considerations.• Liquidations, terminations and wind-ups.


COURSE PROGRAMME

CERTIFICATE COURSE IN CORPORATE TRANSACTION TAX

COURSE DELIVERY

The course is delivered by The Tax Faculty in association with and accredited by Wits University.

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This short course covers the specific tax issues of foreign businesses with investments in South Africa, including the payment flows between foreign companies and their South African subsidiaries as well as the taxation of South African activities directly undertaken by foreign companies.




FEES



• Introduction to principles of inbound international tax.• Concept of residency.• Concept of source.• Passive income/payment streams.• Active income.• Anti-avoidance rules.

COURSE PROGRAMME

CERTIFICATE COURSE IN INTERNATIONAL BUSINESS TAX

COURSE DELIVERY



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This short course covers the various cross-border and fringe benefit concerns in terms of foreign employees working in South Africa and in

terms of South African employees working abroad.

Topics covered are an overview of global mobility and what it means for residency and exchange control considerations,

South African taxation and other considerations of foreign employees working within South Africa, and foreign

earnings of South African expatriates.




FEES



• Overview of global mobility.• Initial tax, Home Affairs and exchange control considerations.• South African taxation of foreign employees working within South Africa.• Ancillary considerations in respect of foreign employees working within South Africa.• Foreign earnings of South African expatriates.• Capita Selecta.


COURSE PROGRAMME

CERTIFICATE COURSE IN PAYROLL TAXATION: CROSS-BORDER

COURSE DELIVERY


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This short course covers the legal modalities associated with property transfers on death (e.g., transfers from a natural person to an estate and then to an heir and/or testamentary trust).

The course will also cover the tax issues upon death including estate duty, final return issues, as well as the deemed sale of all assets for income tax purposes.




FEES



• Introduction to general legal consequences of death.• Income tax consequences of death.• Basics of the estate duty (single persons).• Deemed property and deductions.• Complexities of marriage.• Close-out.

COURSE PROGRAMME

CERTIFICATE COURSE IN TAX AND ESTATE PLANNING

COURSE DELIVERY



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04SHORTCOURSES

taxfaculty.co.za

EISA Preparation Course for Tax Professional Occupational Qualification 27

ITC Preparation Course for Tax Professional Occupational Qualification 28

The External Integrated Summative Assessment (EISA) Preparation Course for Tax Professionals has been developed in order for

candidates to hone the skills acquired during their practical workplace experience.

These skills need to be developed and supported further for prospective tax professionals to have the best opportunity

to successfully complete the EISA. The course has been developed by former EISA examiners, markers and

moderators.



REGISTRATION REQUIREMENTSThis course is specifically for participants writing the upcoming Tax Professional EISA exam. Participants need to have achieved their knowledge, practical and workplace competencies in order to register for The Tax Professional EISA exam.

FEES



The course will prepare candidates to demonstrate the required level of competence in the EISA in the following occupational tasks:

• Registering a taxpayer and finalising income tax, payroll tax and VAT returns.• Reviewing or auditing tax balances.• Mediating tax disputes.• Writing tax opinions.


COURSE PROGRAMME

EISA PREPARATION COURSE FOR TAX PROFESSIONAL OCCUPATIONAL QUALIFICATION

COURSE DELIVERY

This course is delivered by The Tax Faculty through the virtual campus and webinar platforms via integrated diagnostics, tailored online learning, virtual classroom interventions, live lectures, mock exams and specific individual feedback.

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The Initial Test of Competency (ITC) Preparation Course has been developed in order for candidates to hone the skills acquired during their practical workplace experience.

These skills need to be developed and supported further for prospective tax professionals to have the best opportunity to successfully complete the ITC. The course has been developed by former ITC examiners, markers and moderators.



REGISTRATION REQUIREMENTS Individuals who are eligible to write the ITC exam.

FEES



COURSE PROGRAMME

ITC PREPARATION COURSE FOR TAX PROFESSIONAL OCCUPATIONAL QUALIFICATION

The course covers two main components namely compliance and knowledge which are tested in the ITC. The pillars covered in these components are Individual Income Tax, Value-Added Tax (VAT), Payroll Taxes and Corporate Income Tax.

The course is designed over eight phases and focusses on the development of the technical knowledge and lower order thinking skills as a basis for the development of the higher order thinking skills required to successfully complete the ITC.


COURSE DELIVERY

This course is delivered by The Tax Faculty through the virtual campus and webinar platforms via integrated diagnostics, tailored online learning, virtual classroom interventions, live lectures, mock exams and specific individual feedback.

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OUR LECTURERS AND PRESENTERSLearn from South Africa’s top experienced practical trainers

KAREN VAN WYK

Karen is a chartered accountant (SA) and senior lecturer in taxation. Karen has extensive experience as tax lecturer at the University of Johannesburg, Wits University, Forbes Lever Baker, CA Academy, Monash SA, Varsity College and Milpark Business School. We are proud to have her as a core part of the Tax Faculty team.

PROF PIET NEL

Piet is a chartered accountant with more than 25 years’ experience. He formerly lectured taxation at Unisa and the University of Pretoria where he acted as study supervisor on postgraduate level and is a visiting professor at Wits University. Over a period of more than a decade, Piet has presented numerous tax seminars and workshops to tax practitioners in South Africa and regularly publishes articles in professional journals.

ANNELIE LAAGE

Annelie is the programme director for the Professional Certificate in Tax, The Tax Technician and Tax Professional qualifications and responsible for management and assessment of the content. She obtained extensive experience in auditing taxation on a multi-disciplinary basis and performed tax compliance services while being part of KPMG’s tax management services team. She was a member of the SAIT Assessment Committee and was involved in setting, moderating and marking of EISA examinations prior to joining The Tax Faculty. She holds a CA(SA) and MCom (Tax).

PROF KEITH ENGEL

Keith is the chief executive of the South African Institute of Tax Professionals (SAIT). As chief executive, he is heavily engaged in tax at a policy, legislative and interpretative level by liaising with, among others, National Treasury, Parliament, South African Revenue Service, the Davis Tax Committee and the private sector. Keith is an honorary adjunct professor at the University of Cape Town, North-West University and Rhodes University – he has also lectured at various international universities. Keith is well-known for his leading roles in the formulation of tax legislation at the National Treasury from 2000 to 2013. He obtained his Masters in Laws of Taxation at Georgetown Law and holds a professional doctorate (J.D) from Georgetown Law.

We have a wide range of experts that we utilise within the field of accounting to present various modules on our courses (both virtually and face-to-face).

DR CARIKA FRITZ

Carika is a senior lecturer at the University of Pretoria and obtained her LLD in 2017. She is an expert in tax law and in the administration of estates. Over and above lecturing at postgraduate level, she has published numerous articles in accredited journals and supervises postgraduate dissertations.

CHRISTO THERON

Christo is a recognised specialist in the field of indirect taxes. As a technical expert, Christo is responsible for the quality of all VAT and customs and excise opinions issued by TradeTaxPlus. Christo is a chartered accountant and holds a Master’s degree in Taxation at the University of Pretoria. Christo has been involved in the Unisa Advanced Course in VAT for many years and has assisted to build the programme as a leading educational tool in South Africa.

BEATRIE GOUWS

Beatrie has extensive experience in the tax industry and is an expert in employment-related taxes. Beatrie has in-depth knowledge on tax policy, legislative interpretation, practical implementation and operational structures and interacts frequently with National Treasury and the South African Revenue Service. Beatrie recently joined SAIT and will lead the Certificate Course in Payroll Taxation: Cross-Border in conjunction with Wits University.

MIKE BENETELLO

Mike has a broad range of tax experience gained over a period of 24 years including general corporate tax matters, merger and acquisition transactions, debt restructure and financing transactions, mining tax, international tax and treaty interpretation, dispute resolution as well as the structuring of BEE transactions. He is also a past chairperson of the South African Institute of Chartered Accountants National Tax Committee and a guest lecturer on a number of tax masters courses offered by tertiary institutions in South Africa.

COR KRAAMWINKEL

Cor has experience in the application and interpretation of tax treaties, holding company regimes, withholding taxes, permanent establishments, international tax structuring for both in-bound and out-bound clients, exchange control regulatory matters and South African corporate tax. He has worked with clients across numerous industries and sectors, including agriculture, finance and banking, manufacturing, mining, entertainment, e- commerce, retail, insurance, energy and private equity houses.

+27 (0)12 943 7002

www.taxfaculty.co.za

[email protected]

Riverwalk Office Park | 41 Matroosberg Road | Ashlea Gardens | Pretoria

GET SOCIAL WITH US @TheTaxFaculty @thetaxfaculty

SCHOOL OF APPLIED TAXATION COURSE CATALOGUE

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