1. South Africa
  2. Professional
  3. Accounting, Finance and Banking
  4. Taxes

Taxation Of Investment Products And Income

by SAIFM (South African Institute of Financial Markets) Claim Listing

This workshop is aimed at anyone who wants to understand how investment products and vehicles are taxed. This workshop will cover how investment income and gains are taxed in various structures, such as Collective Investment Schemes, Exchange Traded Funds and more.

R3175.12

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SAIFM (South African Institute of Financial Markets) Logo

img Duration

1 Day

Course Details

This workshop is aimed at anyone who wants to understand how investment products and vehicles are taxed. This workshop will cover how investment income and gains are taxed in various structures, such as Collective Investment Schemes, Exchange Traded Funds, REITs, Endowments, Sinking Funds, Second Hand Policies, Retirement Funds, Tax-Free Savings Accounts, Retail Bonds, Wrap Funds as well as direct asset ownership.

We will also look at how the income and capital gains of these vehicles are taxed when received by various entities who own them, such as individuals, companies, PBOs and trusts.

We will look at the regulatory architecture and definitions of each of these vehicles with examples showing the effect of tax on investment returns.

 

Workshop Outline:

  • The various investment products available to investors
  • How income is taxed within the product and exiting the product.
  • How capital gains are taxed within the product and exiting the product.
  • Practical examples how income and gains are taxed in different types of investors.

 

Outcomes Of The Workshop:
 

  • Understand the types of investment vehicles such as endowments, REITs, TFSA and retirement funds.
  • Know the legal rules and restrictions of each investment vehicle
  • Distinguish between asset class and investment vehicle and advise suitability thereon
  • Understand how income and capital gains are taxed within investment vehicles and on exit of the fund

The South African Institute of Financial Markets (SAIFM) is a voluntary association registered as an NPO established to promote professionalism and integrity among members and the financial markets as a whole and is registered as a professional body in terms of the National Qualifications Act.

View Detailed Profile

  • Johannesburg Branch

    Ground Floor Building 27, Woodlands Office Park, 20 Woodlands Drive, Woodmead, Johannesburg
  • Teacher's Name
  • Paul
  • Teacher's Experience
  • Paul Rabenowitz AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, RF™, PGDFP, Adv PGDFP (With distinction), Certificate in Pension Funds Law, Certificate in Administration of Estates (With distinction), Programme in Investment Analysis and Portfolio Management (With distinction), Programme in Financial Management (With distinction), Programme in Risk Management (With distinction), Certificate in Fiduciary Governance, Certificate in Advanced Corporate Law and Securities Law Paul is the founder of Lightbulb Learning and Training, which specialises in providing training for financial planners for formal qualifications, regulatory examinations, professional competence and the FPI Board Exams. In 2007, Paul was awarded the prize for top Advanced Post-graduate student in the country for both modules. He is the managing editor of the SA Financial Planning Handbook, SA Financial Planning Case Studies, Fundamentals of Financial Planning, Legislation Handbook and Preparatory Guide for RE 1 & RE 5, all published by LexisNexis. He is passionate about the education, transformation and professionalism of the financial planning industry. He has been a guest speaker at numerous events. Paul is also the founder of The Assembly Improv South Africa which provides facilitation in long-form improvisational comedy, team building and applied improv for developing financial planners’ communication skills. Paul has completed CFA level I and the Psychology of Financial Planning Specialist™ course. He is a Fellow of the South African Institute of Financial Markets and serves as a Governor on the SAIFM board.
  • Gender
  • Male
  • Teacher's Nationality
  • N/A

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