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In case you missed any informative moments, we are excited to offer you exclusive access to our on-demand recordings. Relive the insights or share this valuable resource with fellow professionals, empowering them to navigate the intricacies of tax regulations together.

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Key Topics Covered
  • Tax Implications of Leaving South Africa
  • Learn About Exit Tax
  • Estate Planning Considerations
  • Q&A Session

Ceasing SA Tax Residency: Understanding Exit Tax and Estate Planning Implications

R180
incl. VAT
  • 5 November 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • The application of the conduit principle in discretionary tiered trust structures
  • Constitutional jurisdiction in tax cases
  • Interpretation of fiscal legislation in the constitutional era
  • “Bona fide inadvertent errors” concerning understatement penalties

The Thistle Trust v Commissioner for the South African Revenue Service – an Interactive Classroom Session!

R180
incl. VAT
  • 29 October 2024
  • 1.5 CPD Point
BUY WEBINAR
Key Topics Covered
  • The Scope of Verification Requests
  • Enhancements to the Trust Income Tax Return
  • SARS’ Key Inquiries
  • Documentation and Preparation Best Practices

SARS's Burning Questions: Unpacking the NEW Trust Income Tax Return Verifications 

R180
incl. VAT
  • 23 October 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • Activating IT3 and Updating the Registered Representative for IT3(d) Reporting
  • Submitting IT3(d) Data to SARS on eFiling:
    – IT3-01 vs. IT3-02
    – Certificate Details
    – Submitting Entity
    – Donor Entity
    – Donation Records
    – Editing, Correcting and Deleting Data Submissions
  • Section 18A Receipts – Binding General Ruling 70 (NEW)
  • PBO Trusts and IT3(t)

Bundle Deal
2 Webinars Included
IT3(d) Reporting & IT3(d) Online Classroom Bootcamp

R220
incl. VAT for BOTH
  • 11/18 October 2024
  • A Total of 3 CPD Points
BUY WEBINAR
Key Topics Covered
  • IT3-01 Form
  • Nil IT3(t) Submissions: Requirements for submitting nil returns
  • IT3(t) Tax Type Activation: Steps to ensure proper activation
  • IT3(t) Tax Type Activation: Steps to ensure proper activation
  • Trusts with foreign beneficiaries
  • Updating the Registered Representative/Main Trustee for IT3(t) Reporting
  • Trusts in the Process of Deregistration
  • Trusts Exempt from IT3(t) Reporting

Bundle Deal
IT3(t) Reporting -
The Latest Updates AND
IT3(t) Practical Pitstop – An
Exclusive and Hands-On
Classroom Session

R220
incl. VAT for BOTH
  • 27 September 2024
  • A Total of 3 CPD Points
BUY WEBINAR
Key Topics Covered
  • What’s changed in SA Expat Tax
  • Tax residency planning: financial emigration vs DTA vs Section 10(1)(o)(ii)
  • The debate on tax residency certificates: do you really need it?
  • The dangers of the “tick the box” approach on your tax return.
  • The 3 year “Lock-up” rule and withdrawal of retirement funds
  • Understanding the new banking regulations post 1 March 2022
  • Untangling Tax Compliance (TCS PIN) system when moving money offshore
  • Money remittance strategies, AIT applications and forex best practice

Ceasing of South African Tax
Residency A
Back-to-Basics Approach

R180
incl. VAT
  • 26 September 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • Crypto Income Tax vs. Capital Gains Tax (CGT)
  • Crypto Estate Planning
  • Crypto Tax Structures
  • Flow of Money
  • Preparing for the 2024 Tax Filing Season
  • Understanding Regulatory Bodies:
    Who’s who in the regulatory landscape:
    – SARS (South African Revenue Service)
    – SARB (South African Reserve Bank)
    – FSCA (Financial Sector Conduct Authority)

Crypto 101 Crypto
Taxes Decoded

R180
incl. VAT
  • 15 August 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • Who must pay provisional tax
  • Overview of the provisional tax framework
  • Understanding the penalties and interest on understatement and late payment
  • Practical considerations

The Provisional Tax Deadline Looming: Understanding the Importance of an Accurate Submission

R180
incl. VAT
  • 13 August 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

  • What is Beneficial Ownership
    Recapping the regulatory requirements of filing Beneficial Ownership with the CIPC and SARS via the Beneficial Ownership Registers

  • Recent Developments
    Delve into SARS’ latest disclosures on Beneficial Ownership and the CIPC’s rigorous enforcement measures, aligning with Immediate Outcome 5 of the FATF Action Plan

  • Compliance Strategies
    Learn essential tactics to maintain compliance under heightened regulatory scrutiny

Compliance Crackdown: SARS and CIPC in South Africa's Greylist Battle Plan

R180
incl. VAT
  • 1 August 2024
  • 0.5 CPD Point
BUY WEBINAR
Key Topics Covered

  • Introduction to the matter and the background facts

  • The Significant Legal Setback

  • Understanding the Tax Debt

  • Implications of the High Court Ruling and the SCA confirmation with key takeaways

SARS Zeroes in on
Advisors

R180
incl. VAT
  • 31 July 2024
  • 0.5 CPD Point
BUY WEBINAR
Key Topics Covered
  • Overview of Changes for Filing Season 2024
    Key Updates and
  • Enhancements for Taxpayers
  • How to Navigate Auto Assessments

Mastering Tax Filing
Season 2024

R180
incl. VAT
  • 4 July 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

  • Why is IT3(d) reporting here? (RECAP)

  • What is IT3(d) reporting? (RECAP)

  • HTTPS Submission Channel Enrolment (Practical)

  • HTTPS Submission Channel Submission (Practical)

S18A Public Benefit Organisation (PBO): Practical Guidance Submitting IT3(d) Returns to SARS

R180
incl. VAT
  • 14 May 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

  • Why is IT3(d) reporting here?

  • What is IT3(d) reporting?

  • The impact of IT3(d) reporting on S18A donation deductions and the continued S18A exemption status of the PBO

  • The IT3(d) information that needs to be reported to SARS and the channels that are available to PBO’s in reporting IT3(d) tax certificates to SARS

S18A Donation Deductions at risk where your PBO's miss the new 31 May 2024 reporting deadline for IT3(d) Tax Certificates

R180
incl. VAT
  • 24 & 29 April 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
Are you able to identify who the beneficial owners of a trust are? Or are you yourself an identified beneficial owner of a trust? This webinar addresses the correct identification of beneficial owners and the attached regulatory reporting from the perspective of both the Master of the High Court and SARS. It will focus on the key considerations to apply and conclude with an overview of how to mitigate the risks related to UBO reporting for trusts.

Trust Series Part 4 - Ultimate Beneficial Owner And Risk Management Recap

R180
incl. VAT
  • 2 May 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

The trust income tax return has changed significantly. Ensuring that the trust return is properly prepared requires a clear understanding of the return enhancements including the critical importance in declaring accurate financial information to SARS. This webinar addresses, through interactive and case study-based examples, the most important considerations and complexities in preparing trust financial records for submission to SARS including attribution complexities.

Trust Series Part 3 - Mastering The Trust Tax Return And It3(t) Reporting

R180
incl. VAT
  • 25 April 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

Proper interpretation of the complexities in trust taxation is essential.  This webinar unpacks these complexities, including the attribution rules in s7 of the Income Tax Act and the Eighth Schedule (CGT) and s7C of the Act with practical examples.

Trust Series Part 2 - Clarifying Complexities In
Trust Taxation

R180
incl. VAT
  • 18 April 2024
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

  • Why is IT3(d) reporting here? (RECAP)

  • What is IT3(d) reporting? (RECAP)

  • HTTPS Submission Channel Enrolment (Practical)

  • HTTPS Submission Channel Submission (Practical)

Trust Series Part 1 - Trust Overview Introductory
Fundamentals

R180
incl. VAT
  • 11 April 2024
  • 1 CPD Point
BUY WEBINAR

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*Please note that the information provided in our webinars and related correspondence does not comprise a tax opinion or tax advice and should not be construed as such.

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Professor Deborah Tickle

FROM THE DAVIS TAX COMMITEE
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Keitumetse Sesana

TAX TECHNICAL SPECIALIST AT SAIT

Keitumetse Sesana is a registered SARS practitioner who also holds the designation of Master Tax Practitioner from the South African Institute of Taxation. With a solid background in international corporate tax matters from her previous roles at KPMG South Africa, she contributes important insights to the development of tax policy across various areas.  

As a Tax Technical Specialist, Keitumetse currently specialises in tax legislative policy engagement across the various areas of taxation and also manages stakeholder relations and facilitates engagement with key government departments. She leads and is responsible for the strategic oversight and positioning of the SAIT Tax Technical workgroups, as well as other strategic engagements related to legislation. Her collaborative efforts and strategic engagement with the various industry tax specialists that are members of the SAIT Tax Technical workgroups is vital for drafting and submitting proposals to entities such as the Parliament of South Africa, National Treasury, SARS, the Department of Trade, Industry and Competition and the Office of the Tax Ombud with the aim of influencing and shaping the tax legislative framework. 

In addition to her legislative work, Keitumetse curates and manages content for tax practitioners as part of their Continuous Professional Development requirements. This includes hosting webinars and drafting content for various SAIT publications, helping professionals stay informed in the evolving tax landscape. 

Keitumetse holds a Master of Laws (LLM) specialising in Tax Law, a Bachelor of Laws (LLB), and a Bachelor of Commerce (BCom) Law degree. Keitumetse is passionate about contributing to and transforming the tax legislative landscape. 

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Micaela Paschini

Admitted Attorney, BA (Law), LLB, LLM at Tax Consulting SA

Micaela is a skilled attorney specializing in tax law, and a member of the legal team at Tax Consulting SA. She holds an LLB Degree from the University of Pretoria, is an admitted attorney and has 4 years of experience in various fields of law, including estate planning and trust administration. In her role at Tax Consulting SA, Micaela focuses on complex tax matters, ensuring optimal tax efficiency and compliance. She is dedicated to providing tailored solutions that meet her clients’ unique needs and objectives, navigating them through the intricate landscape of tax law with precision and care.

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Delano Abdoll

Admitted Attorney, BA (Law), LLB, LLM at Tax Consulting SA

Delano is a highly skilled attorney admitted to the High Court of South Africa, with extensive knowledge and expertise in tax law. He holds a Bachelor of Arts in Law, a Bachelor of Laws, and a Master of Laws degree in Procedural Law, all obtained from the University of Pretoria. Delano has a strong focus on expatriate tax and individual cross-border taxation, making him an expert in dealing with complex tax issues faced by individuals who work or reside across international borders. With his comprehensive understanding of tax laws and regulations, he is able to provide exceptional advice and support to clients in need of expert tax planning and management.

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Tertius du Plessis

Professional Accountant and Crypto Taxpert

Tertius is a seasoned expert in the fields of finance and taxation, with a specialised focus on the realm of cryptocurrencies. His portfolio includes accounting services for a diverse range of clients, including individuals, private companies (Pty) Ltd’s, trusts, and deceased estates. He boasts a Bachelor of Accounting (BAcc) degree and has spent eight enriching years in the blockchain/cryptocurrency sector. In his role as a CryptoTaxpert, Tertius skillfully navigates clients through the intricacies of transitioning between fiat currency and cryptocurrency. His extensive knowledge of cryptocurrency, blockchain technology, trading, and HODLing, positions him as a reliable interpreter and manager of crypto data. Tertius’ profound understanding of South African cryptocurrency tax regulations equips him to deliver SARS-compliant, optimised crypto tax reports. He is dedicated to helping clients manage their crypto assets and ensuring a seamless flow of funds. He lives by the philosophy, “My compensation is not for the hours I put in, but for the value I deliver in those hours.” He believes that “What you pay is the price, what you gain is the value.” As a #CryptoTaxpert, his mission is to deliver unparalleled value to his clients.

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Piet Nel

CA (SA) Specialising in taxation

Piet Nel is a CA (SA) who specializes in taxation. He was previously the Project Director of professional development (tax) at SAICA, and the project director for tax at SAICA.  Before joining SAICA again, he was involved in tax consulting and tax dispute resolution. 

He is an accounting member of the Tax Court, second term. He is a visiting adjunct professor at Wits and was previously a lecturer in tax at the University of Pretoria to students doing a Master’s degree and at UNISA at postgraduate level.

He was a member of SAICA’s national tax committee and is still quite active in the development of tax legislation in South Africa by commenting on proposed legislation. Over a period of more than three decades, he presented numerous tax seminars and workshops to tax practitioners.

He regularly speaks on radio and TV and publishes tax related articles.He is involved, as a member of the SAICA’s Examination Committee, in setting the examination to test initial competence for prospective CA (SAs).

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Sophia Steyn

Admitted Attorney and legal advisor

Sophia Steyn is an experienced attorney with a strong background in will drafting, trust administration, and estate administration. With ten years of legal practice experience, including owning and managing her own practice, Sophia brings valuable management skills and a client-focused approach to her work. Currently employed at Rauch Gertenbach Inc., she specialises in drafting wills, establishing trusts, administering estates. Sophia’s expertise, professionalism, and commitment to exceptional client service make her a trusted legal practitioner in her field.

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Jerry Botha

Managing Partner
at Tax Consulting SA

Jerry Botha commenced his tax career in United Kingdom / United States Tax and served articles at McCorkindale & Holton’s London office. After being with the Big-4 accounting firms, in 2005 he started his own niche tax practice.

Tax Consulting South Africa has grown over the years to the largest independent tax practice in South Africa, which specialises in the most complex areas of tax planning and compliance. The firm is SARS recognised as a top 6 tax practice and a leading advisor to large multinational corporates, globally mobile individuals, high net worth professionals and families; but also fellow professionals on complex areas of South African and international tax.

Tax Consulting South Africa authored LexisNexis’ “Expatriate Tax” textbook, as critically acclaimed by the esteemed Judge Dennis Davis. The textbook is now in its 2nd edition.

Jerry enjoys a collaborative approach with fellow professionals, continuous professional development, commenting on legal development and growing the next generation of professionals.

 

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Darren Britz

Partner and Head of Tax Legal
at Tax Consulting SA

Darren Britz is a Partner and the Head of Tax Legal at Tax Consulting SA. He is an admitted attorney of the High Court of South Africa, specializing in South African tax with a focus on cross-border tax advisory and implementation for multi-national companies and high-net worth individuals.

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Catherine Fourie

HEAD OF CPD CONSORTIUM

Catherine is a Chartered Accountant (CA(SA)) and tax practitioner who completed her articles at Deloitte in 2003. After three secondments to the United States of America and Canada, she rejoined Deloitte as audit manager for four years, whereafter she has been a lecturer on the BCom Accounting programme with the Nelson Mandela University for 15 years until early 2024. Her main subjects were Taxation, Auditing and Ethics and Corporate Governance, as well as lecturing on the MCom (Taxation) program. She has a deep passion for teaching to which she has dedicated most of her professional career, especially fundamental principles. She implemented innovative learning and teaching practices, both online and hybrid/flexible; always ensuring impactful learning. As a member of the SAICA Digital Acumen Working Group she has always been passionate about innovation and resilience, which are both essential for the sustainability and growth of the modern professional. With the many students which have been through her lectures, she is excited to now bring digital innovation to the upskilling of professionals who work in the ever-changing landscape of tax and accounting. Her approach and style is one of ensuring a sound technical base, from where she quickly makes tax and accounting highly practical and relevant; delivering immediate value for anyone attending her training sessions.

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Sidney Fletcher

Senior Manager of Trust and Deceased Estate Compliance at Tax Consulting SA

Sidney is a versatile and results-driven qualified Senior Tax Practitioner. He has more than 20 years of experience working for SARS and was responsible for Taxpayer Education for a big part of that period. He is a dedicated professional with extensive knowledge and his affinity for Individual Taxes makes him an excellent tax planner and skilled at tax optimisation. Committed to the best care for clients through transparent communication. Skilled in negotiation with a strong ability to problem solve to assist clients with tax problems.

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Roxshanna du Toit

Independent Trust and Fiduciary Services Expert & CPD Project Coordinator

Roxshanna is a seasoned tax professional and was until February 2024 the Head of Tax, Standard Trust Limited. As one of the market’s largest leading fiduciary services providers, she worked daily on complex matters pertaining to tax and accounting for trusts, deceased estates and the commercial and family interests which necessarily comes therewith. She has a BCom (Taxation Honours) and also served as a lead representative for the Banking Association of South Africa (BASA) in providing input to SARS directly as impacts the fiduciary arena. Her interest sphere is streamlined solutions to overcome the administrative and operational challenges of trustees, accountants, tax practitioners and executors. She considers herself as a practical generalist who excels in getting the job done, and she has been involved in untangling, resolving and ensuring compliance of some of the largest and most complex South African and international trusts, estates and family structures. Her decision to start her own practice allows her to expand her professional horizon as well as spend more quality time with her son.