2025 On-Demand Webinars
In case you missed any informative moments, we are excited to offer you exclusive access to our on-demand recordings.
Categories
Refresh and Update: Independent Reviews and Compilation Engagements | On demand
R180,00
Key Topics:
- Identifying the correct engagement with reference to the Companies Act No 71 of 2008
- Independent Reviews
- Agreed-Upon Procedures
- Compilation Engagements
- Practical considerations
- Ensuring compliance with international standards.
Voluntary Disclosure Relief for Customs and Excise: A New Avenue to Come Clean | On Demand
R180,00
Key Topics:
- What is the voluntary disclosure programme (VDP) and a brief history.
- The requirements of a valid VDP disclosure under Chapter XB of the Customs and Excise Act, No. 91 of 1964.
- What constitutes an “underpayment”.
- Relief on offer.
- Extended Q&A and discussion
Ready. Set. File: Lunchbox session – Your 2025 Tax Season Questions Answered | On Demand
R180,00
Key takeaways from the session:
- The most recent SARS publications
- Ceasing and reinstatement of tax residency
- Practical application of recent amendments on the ITR12 return
- Overview of individual filing obligations and e-filing updates
- Deductions and rebates
- Extended Q&A and discussion
Ready. Set. File: Final Preparation for 2025 Tax Season | On Demand
R180,00
Key takeaways from the session:
- The most recent SARS publications
- Ceasing and reinstatement of tax residency
- Practical application of recent amendments on the ITR12 return
- Overview of individual filing obligations and e-filing updates
- Deductions and rebates
- Extended Q&A and discussion
Cybersecurity Essentials for Professionals: Email Threats & AI Risks | On Demand
R180,00
Key topics:
- Email Hacking – The #1 Threat to businesses
- IT Best Practices for Handling Client Data
- AI & Large Language Model (LLM) Risks
- What To Do If You Have Been Hacked
- Essential Controls to Have in Place
- Building a Cyber-Aware Business
- Interactive Q & A
Balancing Wills, Fiduciary Duties, and Taxes Payable at Death | On Demand
R180,00
Key topics of discussion:
- A South African Worldwide Will versus jurisdictional Wills based on where assets are held
- A high-level overview of what taxes are payable at the date of death and by when
- Forced heirship in certain jurisdictions and how this impacts estate planning
- Court sealing of documents and DIRCO
Beyond the Will: What Estate Planning Really Involves | On Demand
R180,00
Key topics of discussion:
- Begin with the end in mind
- Understanding family dynamics
- Understanding the other professional players
- The tax impact for the heirs on their inheritances
- Structures already in place and how to use these efficiently on death
- Philanthropy and tax planning benefits
IT3(t) Reporting – Practical Classroom Session 2 | On Demand
R180,00
Key Topics:
- Understanding the difference between the IT3-01 and IT3-02 forms
- Clarifying the roles of the submitting entity vs the reporting entity in the IT3(t) context
- Unpacking the reportable IT3(t) data required by SARS in respect of trust beneficiaries
Offshore Trusts – Tax Considerations and Compliance | On Demand
R180,00
Key Topics Under the Lens:
- Defining offshore trusts and their key characteristics
- Tax implications for offshore trusts and South African resident beneficiaries
- Reporting requirements and SARS’s approach to offshore trusts
- Strategies for managing compliance risks and avoiding pitfalls
Unpacking The Trust Income Tax Return and IT3(t) Reporting | On Demand
R180,00
Key takeaways from the session:
- In-depth exploration of the taxation principles affecting trusts and their beneficiaries.
- Understanding section 31 and section 7C as they apply to loans or advances to trusts with no, or low, interest rates.
- Tax treatment of distributions to beneficiaries, including timing and attribution.
- Special considerations for non-resident beneficiaries and related tax implications.
Taxation Principles Affecting Trusts and their Beneficiaries | On Demand
R180,00
Key takeaways from the session:
- In-depth exploration of the taxation principles affecting trusts and their beneficiaries.
- Understanding section 31 and section 7C as they apply to loans or advances to trusts with no, or low, interest rates.
- Tax treatment of distributions to beneficiaries, including timing and attribution.
- Special considerations for non-resident beneficiaries and related tax implications.
Expatriate Tax Focus: A Practical Approach | On Demand
R180,00
Key Topics:
- Definition of “resident”
- Ordinarily resident
- Physical Presence Test
- Double Tax Agreement
- Ceasing residency s9H
- Reinstatement of residency
- S10(1)(o) overview
- 2025 SARS eFiling updates
- The non-resident tax return
Navigating the TCS PIN for South African Expats: A Guide for Tax Practitioners | On Demand
R90,00
Key takeaways from the session:
- Understanding the TCS PIN – What it is, who needs it, and why it is essential for expats • Application Pitfalls – Common reasons for declines or cancellations • Best Practices – How to prepare a successful application and avoid unnecessary delays • What to Do if Declined – Strategic guidance on reapplying, correcting issues, and engaging SARS • Client Communication
A Practical Guide to the Double Taxation Agreement Process with SARS | On Demand
R180,00
Exit Tax – Section 9H Explored | On Demand
R90,00
In this session, the following key topics will be covered
Understanding the Criteria for Ceasing Tax Residency – Key provisions under Section 9H and their implications
Understanding the Deemed Disposal Rule – The impact of capital gains tax on assets when ceasing residency
Compliance & Reporting Requirements – Ensuring accurate declarations and meeting SARS obligations
Ceasing Residency Common Challenges – Addressing practical issues that arise during the exit tax process
Retiring In South Africa From Aboard: Key Insights into Visa and Tax Processes | On Demand
R90,00
Key topics include:
Residency Options: Key differences between the Retired Person’s Visa & Financially Independent Visa
Financial Planning: Investment and financial structuring considerations for securing SA residency
Tax & Compliance: Exchange control and tax implications for foreign retirees in South Africa
Strategic Advisory: Long-term planning and risk mitigation for expatriate clients
Breakfast Brush Up When Do Foreign Earnings Qualify for the Section 10(1)(o)(ii) Exemption | On Demand
R180,00
Key topics include:
Eligibility for the Section 10(i)(o)(ii) Exemption
Understanding the Days Requirement for Qualification
Common Misunderstandings
Practical Compliance Tips
Consequences of Non-compliance
