Business Combinations, Mergers & Acquisitions by Maitland & Associates

To merge or not to merge, that is the question...
Change is inevitable, yet it often trips us up. The aim of this session is to look at how we manage the changes that result from changing our financial and corporate structures. We will take a 360 degree view of the possible transactions, dealing with:
Companies Act considerations when changing shareholdings/selling assets
How do I account for my business combination?
What are the tax consequences of this? How do I restructure most tax effectively?
Specifically the Tax will look at the so called Corporate Rules and how they can be used.

Caryn Maitland CA (SA)
Carmen Westermeyer CA(SA)

Date and time
1 x 3 hour online session
Monday afternoon @ 14:00
23 October 2017

or go to
R375 for the webinar

Certificates will be issued.
Genre: Accounting 50% Tax 50%

Trusts by Maitland & Associates

Law of Trusts 2017
Trusts are dynamic and evolving entities that are constantly changing. As such we need to keep our fingers on the pulse and continually review the position of these entities.
The tax treatment of trusts is currently in a state of flux. This workshop will present the current tax treatment and all proposals from the Davies Tax Committee and National Treasury on the way forward.
Trust have traditionally been used because they offer flexibility and minimal compliance requirements. The Master had minimal oversight of the operations of the Trust and trustees could pretty much dictate terms. Those days are gone. The aim of this session is to provide you with an overview of the compliance requirements when dealing with trusts.
This workshop will delve into the law accounting and tax of trusts by looking at the following:
  • Are trusts still relevant?
  • The function of a trust 
  • Do you have a trust?
  • The roles of the trustees, beneficiaries, accountants and auditors
  • The Trust Property Control Act
  • Administration of a trust
  • Loans vs Capital
  • Distributions - what did the beneficiaries receive?  
  • Taxation of trusts and SARS requirements
  • Proposed changes for trusts for tax

Caryn Maitland CA (SA)
Carmen Westermeyer CA(SA)

Dates and times
2 x 3 hour online sessions
Two consecutive mornings
Thursday and Friday @ 08:30
30 November and 1 December 2017

or go to
R750 for the course

Monthly SA Tax Updates 2017 - Complimentary

Monthly SA Tax Updates 
- brought to you by 2020, IAC and Prof Pieter van der Zwan (NWU)

Tax advisors require an up-to-date and practical understanding of regular developments. Join us for the 2017 edition of monthly updates presented with a practical focus and using an interactive approach and Q&A at the end of each webinar.

Dates and times
Join us online on the 2nd or 3rd Tuesday of every month (next session 14 November 2017 3:00 - 4:30 PM CAT

This will also be the final session for the year.

Prof Pieter van der Zwan B.Com (Hons) M.Com (Tax) CA (SA)

This is a 2020, IAC and Prof Pieter van der Zwan (NWU) sponsored event.  There will be no charge for attendance. 

Members of all institutes welcome. 

The same registration link will apply for all sessions.

If you would like a certificate (one per attendee showing the total number of hours attended, and membership number and identity number included if you have given us these details)
- these will be issued for you at a nominal cost of R150.

now if you would like to order your certificate

NOCLAR & Reporting Obligations

NOCLAR = Non Compliance with Laws & Regulations

As of the 15 July 2017, the manner in which accounting professionals are required to address and deal with with non compliance with laws and regulations (NOCLAR) issues has changed significantly.  No longer is this solely the responsibility of the assurance practitioners (auditors and independent reviewers) when faced with a potential reportable irregularity, going foward all accountants in practice or business will need to grapple with the ethical debate and consequences of their reporting obligations surrounding this matter.

During this workshop, we will investigate the new amendments to the accounting codes of professional conduct and consider the practical implications thereof.

The second half of the session will focus on the reporting obligations of accountants:
Significant changes to the legislation landscape (20 Acts that have reporting requirements)
Actual vs deemed knowledge
Auditor vs Accountant vs Tax Practitioner vs Director
Increased risks and responsibilities

Caryn Maitland CA (SA)

Date and time
1 x 3 hour online session
Wednesday morning @ 09:00
8 November 2017

or go to
R375 for the session

Ethics: Professionalism vs Commercialism

Caryn Maitland CA (SA)

Date and time
1 x 3 hour online session
Tuesday morning @ 08:30
7 November 2017

or go to
R375 for the session

EXCEL I Intermediate


The next edition of the popular EXCEL I online training series will start on 1 November and will be held on Wednesdays at 14h00 for 8 consecutive weeks.  Your investment will be R1,200.  The course comprises 8 x 1 hours tuition, course material, recordings, tutorial at the end and certificates for verifiable hours on successful completion of the course).

The course is structured (click here for an outline) and comprises 8 x 1 hour interactive online sessions, i.e. all from the comfort of your home or office! 

You are invited to tune-in for a no-strings attached preview of one of the sessions with a view to seeing if this learning methodology will be effective for you and / or members of your team.  If you would like to join us, please select one of the registration links below.

If you subscribed for an earlier series and missed a session or two, you are welcome to register too in order to attend the session(s) you missed.  You only pay once for EXCEL I, which is yet another advantage of these courses - if something comes up and you are not able to attend a particular session, you will be able to join us on the next series!

EXCEL I November December 2017

Wednesdays @ 14:00 SA time from 1 November (8 x 1 hour sessions)

Register Now

If you have any queries, please email