Master’s Fees changes 2018

The Master’s Fee has been R 600 since 1986.  That is 31 years.  So it is about time for this fee to be adjusted.

And it has been.  Drastically.

In this FREE mini-course, we explore the new changes, how the new fee is calculated and then we do 4 examples to see the application in different scenarios.

Updated:  We also include the recently proposed changes to Estate Duty and Donations Tax, including 2 examples.

By the end of this mini-course, you will be able to calculate the fee for any scenario and marital regime as well as the new Estate Duty and Donations Tax changes.

Who will benefit most from this course?

  • Financial Planners & Advisers
  • Paraplanners
  • Estate Administrators
  • Estate Planners
  • Broker Consultants
  • Franchise Principals
  • Branch & Sales Managers
  • Legal Advisers

CPD Points

  • No points unfortunately, the mini-course is less than 30 mins to complete

Course Information

Estimated Time: 25 minutes

Difficulty: Intermediate

Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Master’s Fees update 2018