SME Situations

Starting & Protecting the business – Module 1 (BIZ1)

Overview

With over 270,000 SMEs, there are golden opportunities for estate & financial planning.

Highlights

STARTING A COMPANY

Discover why companies are the preferred structure of SMEs. Understand the Constitution, Shareholder and Directors rights, powers and duties.

RUNNING THE COMPANY

Understand requirements like financial statements, audits, AGMs and EGMs. Know the types of loans usually obtained by SMEs. Important terms of personal guarantees.

PROTECTING THE COMPANY

How business & keyman insurance works. When are premiums tax deductible and whether tax deductibility should be a significant decision factor.

Curriculum

 

  • Starting the Company
    Different business entities
    The Constitution
    Transfer and transmission of shares
    General meetings
    Shareholders v Directors
  • Running the Company
    Reporting requirements
    Types of SME loans
    Personal Guarantees
  • Understanding company liabilities
    Business insurance
    Keyman protection
    Tax deductibility of premiums
  • Approaching SMEs
    What keeps them awake
Course Fees
Online Training
$1,000/person

$100*/person

*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.

In-Person Training
$1,200/person

$120*/person

*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.

Course Duration

8 hours over 1 day or 2 half days.

To learn more, visit the IBF page or email us.