Tax Optimisation Proposal for Wealth Management Training

Learning Outcomes

• Analyse the tax implications of various wealth management structures (e.g., trusts, companies, retirement funds) for a given client scenario.
• Evaluate tax optimisation opportunities within the framework of South African tax legislation, including capital gains tax, estate duty, and income tax.
• Design a tailored tax optimisation proposal that aligns with the client's wealth management objectives and risk profile.
• Implement compliance and reporting requirements relevant to the proposed tax strategies.
• Demonstrate effective presentation skills to articulate the proposal's benefits and risks to clients and stakeholders.

Target Audience

Wealth managers, financial advisors, tax practitioners, and investment consultants who advise clients on wealth structuring and tax-efficient investment strategies.

Prerequisites

None — open enrollment.

Course Outline

Practicals

Overview

Learners apply tax optimisation strategies through case-based exercises. They analyse client scenarios, calculate tax liabilities, and recommend appropriate structures to minimise tax while ensuring compliance.

Practical Activities

• Tax Liability Calculation Exercise — Using provided client profiles, learners calculate income tax, capital gains tax, and dividends tax to identify optimisation opportunities. (1h)
• Portfolio Structuring Simulation — Learners design a tax-efficient investment portfolio for a high-net-worth client, selecting appropriate vehicles and asset allocation. (1h)
• Estate and Trust Planning Case Study — Learners develop a tax-optimised estate plan using trusts and donations, considering capital gains tax and estate duty implications. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.