IEASA Webinar - How to Prepare for auditing and trust accounts closure to exemption - 27 September 2024

Fri Sep 27, 10:00 - Fri Sep 27, 12:00

Event is online

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IEASA Webinar - How to Prepare for auditing and trust accounts closure to exemption


Presenter: Koti Steynberg  

Host: Annette Evans


This session focuses on the obligation to be updated and compliant with the PPA and PPR. Every Property Practitioner Business should know how to meet the audit and trust requirements.


Who is required to submit an audit report on trust accounts annually

• Audits vs an independent review

• Requirements

• Processes and timeframes

• Exemptions from having a trust account


  • Types
  • Withdrawal of exemption
  • Role-players


Trust account exemption & non-exempted

• Categories

• Steps of the process

• Documentation

• Online Navigation and email addresses

• The process 

• What is applicable to open/use of trust accounts compliance since PPA/PPR


  • Interest in a trust account
  • When lawfully entitled to payments
  • Legal obligation
  • Dates to keep in mind


Audit report

• Winding up audit report

• Submission

• Compliance Notices

• Re-submissions

• Winding up audit report


Common communication errors

• Inspection department

• Audit portal

• Registration department and FFC registrations

• Dept department


Date:  Friday 27 September 2024

Time:  10h00 - 12h00

Cost:  R300

Location: Online via Zoom


Certificate of Attendance will be issued