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Funds Tax & Accounting technical training

Funds Tax & Accounting technical training

07/05/2025

In the lead up to financial year-end, our experts offered an online tax and accounting training session specifically for funds.

The session delivered a deeper insight into the technical and information requirements when preparing accounts, demonstrated how tax components are calculated and common accounting vs. tax differences.

Our fund experts helped you better understand:

  • the technical and information requirements when preparing accounts
  • demonstrate how tax components are calculated
  • common accounting vs. tax differences
  • the basic accounting and tax knowledge of property trusts
  • key financial reporting requirements for funds
  • common issues for ordinary trusts, MITs and AMITs – including issues that affect property, equity and debt funds
  • update on recent tax and accounting changes.

SW Speakers

René Muller
Partner, Assurance and Advisory Services
SW 

Luke Fernandes
Director, Tax
SW 

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