unisa Qualification Reg. 70874 - NQF 6 - Module Code. ESTX01M

Certificate Course in Administration of Estates 2018

  • Lectures 0
  • Modules 4
  • Duration 11 months
  • Language English
  • Reviews (5)

Description

This course covers the entire field of the administration of deceased and insolvent estates. The objective of the course is to equip students with the knowledge required to enable them to wind up both deceased and insolvent estates of individuals as well as insolvent estates of partnerships, companies and close corporations. The course is of a practical nature.


Target group

This course will benefit tax consultants, employees of accounting, banking and legal firms who, inter alia, specialise in the winding up of estates and specific employees at the Receiver of Revenue and the Master of the High Court. Knowledge of the determination of taxable income will be to their advantage. 

 


Admission requirements

Senior Certificate or an equivalent qualification or an appropriate experience 


Duration

One year 


Language medium

The teaching medium is English and study material will only be provided in English. Students may however, communicate and answer the assignments and examination either in English or Afrikaans. 


Registration periods

The course commences in March of every year . The closing date for registration is end of 10 January 2018. 


Tuition method

The course is presented primarily by means of correspondence and is divided into four study guides. Students will be required to study the study guides in conjunction with two prescribed textbooks: 


Insolvent Estates. Latest Edition (B deClercq, RG Evansetal, latestedition) 

Deceased Estates. Latest edition (W Abrie, B deClercqet al,latest edition) Reference will also be made to the Income Tax Act, Estate Duty Act and Insolvency Act.

Three assignments (of which two will be compulsory) will be set, which will be written at home. These will be partly marked by the lecturers and a comprehensive solution, with comments, will be provided after each assignment. 

    A two-hour paper (limited open-book examination--- students may use their prescribed books) will be written in October/November. The marks obtained in the average of the two best assignments constitute 20% of the examination mark. A total mark of 50% will be required for the successful completion of the course. 

     

    Credits/Standard of the course 

    NQF level 6 

    30 credits(total module credits) 


    Kind of assessment

    Note: 

    Formative assessment and examination admission will comply with UNISA‚Äôs formative assessment rules and policies 


    Formative assessment: 

    Assignments comprising practical questions 


    Summative assessment: 

    The three best assignments contribute to 20% of the year mark 


    The Administration of Estates Syllabus/Content Topics

    • Procedure for the administration of an estate and the calculation of estate duty 
    • Intestate and testate succession, the law of trusts, the matrimonial property regime and estate planning 
    • Insolvent estates and the winding up process including rehabilitation 
    • Deceased insolvent estates 


    Tax Faculty Fees

    Payment option 1: Once-off payment


    R13 950-00 (This amount includes all your course fees, excluding prescribed textbooks). 


    Payment option 2: Debit order


    First payment: R3 250-00


    10 Instalments:  R1 270-00 per month 


    ** The Course Fee includes all study material and lectures through The Tax Faculty, but excludes prescribed books***

     


    Curriculum

    Administration of Estates - Study Unit 1

    Procedure for the administration of an estate and the calculation of estate duty

    Lessons not available yet.

    Administration of Estates - Study Unit 2

    Intestate and testate succession, the law of trusts, the matrimonial property regime and estate planning

    Lessons not available yet.

    Administration of Estates - Study Unit 3

    Insolvent estates and the winding up process including rehabilitation

    Lessons not available yet.

    Administration of Estates - Study Unit 4

    Deceased insolvent estates

    Lessons not available yet.

    Instructors

    Carika Fritz
    Carika Fritz
    Carika holds the degrees LLB (UP) and LLM (UP) and...

    Reviews

    4.85
    4 Ratings

    Detailed Ratings

    5 Stars18
    4 Stars5
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      The Online Etymology Dictionary explains that the origin of job is from the obsolete phrase jobbe of work in the sense of piece of work, and most dictionaries list the Middle English gobbe meaning lump (gob) as the origin of jobbe. Attempts to link the word to the biblical character Job seem to be folk etymology.

    • alt

      The Online Etymology Dictionary explains that the origin of job is from the obsolete phrase jobbe of work in the sense of piece of work, and most dictionaries list the Middle English gobbe meaning lump (gob) as the origin of jobbe. Attempts to link the word to the biblical character Job seem to be folk etymology.

      • alt

        The Online Etymology Dictionary explains that the origin of job is from the obsolete phrase jobbe of work in the sense of piece of work, and most dictionaries list.

      • alt

        The Online Etymology Dictionary explains that the origin of job is from the obsolete phrase jobbe of work in the sense of piece of work, and most dictionaries list.

    • alt

      The Online Etymology Dictionary explains that the origin of job is from the obsolete phrase jobbe of work in the sense of piece of work, and most dictionaries list the Middle English gobbe meaning lump (gob) as the origin of jobbe. Attempts to link the word to the biblical character Job seem to be folk etymology.