On-Demand Webinars 2025 - CPD Consortium

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ON-DEMAND Webinars

In case you missed any informative moments, we are excited to offer you exclusive access to our on-demand recordings.

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Key Topics:

  • Overview of the legislative framework and application of assessed losses to companies.
  • Section 20 of the Income Tax Act including recent amendments.
  • Interpretation Note 33 (Issue 5) Assessed Losses: Companies: The ‘trade’ and ‘income from trade’ requirements.
  • Binding General Ruling 73 (Published on 30 July 2024) Meaning of taxable income for purposes of setting off the balance of an assessed loss by a company.

Assessed Losses: Company Focus

R180
incl. VAT
  • 23 October 2025
  • Complimentary for Package Holders
  • 1.0 CPD Points
BUY WEBINAR

Key Topics:

  • Overview of the legislative framework
    Recent caselaw including:
    – Henque 3935 CC t/a PQ Clothing Outlet v CSARS
    – JBSA Props (Pty) Ltd and Another v Commissioner for South African Revenue Services and Others
    – Christoffel Hendrik Wiese and Others v CSARS
  • Practical Considerations
  • Q&A

Taxpayer Debt: Insights from Recent Case Law

R180
incl. VAT
  • 21 October 2025
  • Complimentary for Package Holders
  • 1.0 CPD Points
BUY WEBINAR

Key Topics:

  • An overview of the Trust Income Tax Return (ITR12T) and its key disclosure areas.
  • Understanding the similarities and linkages between the ITR12T and IT3(t) reporting.
  • Practical guidance for trustees in maintaining compliance and ensuring accurate reporting.
  • Insights for tax practitioners to streamline their trust tax processes.
  • Extended Q&A to address frequently asked questions from the field.

Trust Tax Filing Season 2025 Updates

R180
incl. VAT
  • 16 October 2025
  • Complimentary for Package Holders
  • 1.0 CPD Points
BUY WEBINAR

Key Topics:

  • Core CIPC Compliance Obligations – Annual returns, record-keeping, and updates
  • Beneficial Ownership Disclosure – Requirements and reporting
  • The Role of the Public Officer – Key responsibilities and legal implications
  • Recent Legislative Updates –How new regulations impact businesses
  • Common Compliance Mistakes – How to identify and prevent them
  • Practical Tips for Managing CIPC Filings

Navigating CIPC Compliance: Key Requirements and Best Practices

R180
incl. VAT
  • 15 October 2025
  • Complimentary for Package Holders
  • 1.0 CPD Points
BUY WEBINAR
  • Key Topics:
    Overview of the legislative framework
  • Application of section 19 and paragraph 12A of the Eighth Schedule with reference to Interpretation Note 91
  • Connected person considerations (paragraph 56 of the Eighth Schedule)
  • Examples drawn from recent Binding Rulings
  • Q&A

Company and CC Loans Focus Concession or Compromise of a Debt

R180
incl. VAT
  • 8 October 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR
  1. Beyond the Will: What Estate Planning Really Involves – 11th September
  2.  Balancing Wills, Fiduciary Duties, and Taxes Payable at Death – 18th September
  3.  Aligning Estate Planning Tools: Wills, Trusts, and Other Structures – 25th September
  4.  Managing Tax Exposures for Estates with Non-Resident Heirs – 02nd October

Understanding Estate Planning Through a Tax Lens ( Bundle )

R600
incl. VAT
  • 11 SEP - 02 OCT 2025
  • Complimentary for Package Holders
  • 4 CPD Points
BUY WEBINAR

Key topics of discussion:

  • The Section 9H declaration of a change in tax residency on the income tax return
  • Enhancements to the process for updating banking details
  • Recent amendments to Section 6quat relating to foreign tax credits
  • The reinstatement of South African tax residency for individuals previously classified as non-residents

2025 Tax Season: The eFiling Edition

R180
incl. VAT
  • 03 October 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics of discussion:

  • What happens to foreign assets invested abroad using the Authorised International Transfer (AIT)
  • Protecting foreign assets for the surviving spouse while still benefiting from the S4q abatement and the taxes thereafter
  • Payment of taxes upfront to protect the foreign asset held abroad and how to secure the liquidity for these taxes

Managing Tax Exposures for Estates with Non-Resident Heirs

R180
incl. VAT
  • 02 October 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics of discussion:

  • Understanding the Residency Recommencement Process – SARS procedures and timelines.
  • Resetting Base Cost Values – How to apply the market value rule for qualifying assets
  • Updating Exchange Control Status – Working with Authorised Dealers (local banks)
  • Compliance Risks – Ensuring Accuracy when Reinstating Tax Residency
  • Extended Q&A and discussion.

Residency Recommencement - Key Considerations for South Africans Returning Home

R180
incl. VAT
  • 01 October 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Key topics of discussion:

  • Making sure the Will and the Inter Vivos Trusts – whether registered in SA or offshore – sync with each other.
  • Other structures, such as companies and partnerships.
  • What taxes apply and who pays if at all when the director, shareholder and or business partner dies.
  • Tax implication for beneficiaries on inheritance and in future years

 

Aligning Estate Planning Tools: Wills, Trusts, and Other Structures

R180
incl. VAT
  • 25 September 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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

 

Balancing Wills, Fiduciary Duties, and Taxes Payable at Death

R180
incl. VAT
  • 18 September 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics of discussion:

  • Mobility is shifting
  • Data-driven insights matter
  • Audit risks are escalating
  • Proactive compliance is a business imperative

 

 

Expatriate Strategy 2025: From Trends to Audits

R180
incl. VAT
  • 17 September 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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  

Beyond the Will: What Estate Planning Really Involves.

R180
incl. VAT
  • 11 September 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key Topics:

  • Legislative framework and key principles 
  • The rebate methods of relief for foreign taxes 
  • The deduction methods for relief of foreign taxes 
  • Taxable capital gains 
  • Other exemptions and deductions 
  • Recent and proposed amendments 

The Section 6quat Rebate: Essentials You Need to Know

R180
incl. VAT
  • 10 September 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

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 

 

Voluntary Disclosure Relief for Customs and Excise: A New Avenue to Come Clean

R180
incl. VAT
  • 04 September 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key Topics:

  • Understanding the regulatory landscape of the South African Reserve Bank and the Foreign Exchange Control framework  
  • Navigating the Approval for International Transfer process through the South African Revenue Service  
  • Additional requirement for South African Reserve Bank approval

Navigating SARB Compliance: Cross-Border Fund Transfers and Foreign Shareholding

R180
incl. VAT
  • 03 September 2025
  • Complimentary for Package Holders
  • 0.5 CPD Points
BUY WEBINAR

Key Topics: 

    • Understand the distinction between Section 11(1) and Section 11(2) visa types 
    • Learn when a short-term work visa is required vs a visitor visa 
    • Identify the risks and penalties associated with visa misuse 
    • Discover best practices for preparing and advising on compliant visa applications

Understanding Short Term Visas to South Africa: Section 11(1) vs. 11(2)

R180
incl. VAT
  • 27 August 2025
  • Complimentary for Package Holders
  • 0.5 CPD Points
BUY WEBINAR

Key Topics: 

  • Overview of the Tax Court Case Taxpayer D v CSARS 
  • Interpretation Note 58 (Issue 3) The Brummeria case and the right to use loan capital interest free 
  • Key considerations in respect of debit loan accounts, including: 
  • Interest bearing vs interest free loans 
  • Dividends tax considerations 
  • s64E(4) deemed dividends 

The Tax Implications of Company and CC Loan Accounts - Q&A Session

R180
incl. VAT
  • 15 August 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

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 

IT3(t) Reporting – Practical Classroom Session

R180
incl. VAT
  • 07 August 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

Key Topics: 

  • Allocating taxing rights to a single jurisdiction for dual tax residents 
  • Tax relief on cross-border dividend payments 
  • Foreign income relief for South African tax resident pilots 
  • Tax implications of international employment assignments 
  • Treatment of cross-border interest income

Double Taxation Agreements: A Critical Tax Relief Mechanism

R180
incl. VAT
  • 20 August 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key Topics: 

  • The requirements to ensure zero rating of the supply of goods or services to a recipient outside South Africa. 
  • Importation of goods on behalf of a foreign, non-resident, principal. 
  • Cross-border financial transactions (vide Woolworths Holdings Ltd v CSARS [2025] ZASCA 99). 

VAT and Cross-border Transactions

R180
incl. VAT
  • 19 August 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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

Expatriate Tax Focus: A Practical Approach

R180
incl. VAT
  • 14 August 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

Key Topics: 

  • Overview of the Tax Court Case Taxpayer D v CSARS 
  • Interpretation Note 58 (Issue 3) The Brummeria case and the right to use loan capital interest free 
  • Key considerations in respect of debit loan accounts, including: 
  • Interest bearing vs interest free loans 
  • Dividends tax considerations 
  • s64E(4) deemed dividends 
  • Potential application of the Seventh Schedule to the Income Tax Act in respect of directors 
  • Considerations in respect of waiver and set off of loan accounts 
  • When a trust is involved (high level considerations) 

The Tax Implications of Company and CC Loan Accounts

R180
incl. VAT
  • 15 August 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

Key Topics: 

  • Who is required to pay provisional tax 
  • Overview of the provisional tax framework 
  • Practical considerations for accurate estimates 
  • When SARS levies provisional tax underestimation penalties and interest 
  • Penalties and interest for late payment 

Provisional Tax Update: Estimates, Penalties, Interest and Remission

R180
incl. VAT
  • 08 August 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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 

Offshore Trusts – Tax Considerations and Compliance

R180
incl. VAT
  • 31 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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. Lunchbox Session - Your 2025 Tax Season Questions Answered

R180
incl. VAT
  • 30 July 2025
  • *Bundled with- Ready. Set. File: Final Preparation for 2025 Tax Season
  • 0.5 CPD Points
BUY WEBINAR

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. 

Trust Income Tax Return and IT3(t) Reporting

R180
incl. VAT
  • 24 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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

R180
incl. VAT
  • 17 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key takeaways from the session:

  • Understanding the scope and limits of the Tax Court’s jurisdiction 
    • When to approach the High Court versus the Tax Court 
    • Recent judgments that affect taxpayer rights and SARS processes 
    • Practical considerations for tax practitioners handling disputes and appeals 
    • Strategies for improving client outcomes in tax litigation 

Jurisdiction of the Tax Court

R180
incl. VAT
  • 16 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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

R180
incl. VAT
  • 15 July 2025
  • Complimentary for Package Holders
  • 1.5 CPD Points
BUY WEBINAR

Key takeaways from the session:

  • Identifying beneficial owners of trusts for SARS declaration and compliance purposes 
  • Role and responsibilities of accountable institutions in relation to trusts 
  • Importance and preparation of trust resolutions for tax compliance 
  • Funding of a trust 
  • Review of recent case law shaping trust taxation 

Legal Principles Impacting Trusts from a Tax Perspective

R180
incl. VAT
  • 10 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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 

Navigating the TCS PIN for South African Expats: A Guide for Tax Practitioners

R90
incl. VAT
  • 9 July 2025
  • Complimentary for Package Holders
  • 0.5 CPD Points
BUY WEBINAR

Key topics of discussion:

  • Analysis of the provisions of section 17(2)(a) of the Value Added Tax Act, No. 89 of 1991. 
  • Discussion of the Supreme Court of Appeal’s Judgment in Aveng Mining Shafts & Underground v CSARS (1192/2023) [2025] ZASCA 20. 
  • Practical considerations in claiming input tax on entertainment expenditure. 

Claiming Input VAT on Entertainment Expenses

R180
incl. VAT
  • 8 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics of discussion- Part Three: 
SARS Audit Trends and Focus Areas 
An overview of SARS’s current audit strategies, high-risk transactions, and sectors under scrutiny. Insights into how SARS selects cases for verification and common triggers for audits. 

Responding to VAT Verification Letters and Requests for Supporting Documents 
Best practices in managing VAT verifications/audits, how to frame responses legally and factually, and strategies to pre-empt assessments. 

VAT Under the Lens: Legal Insights & Pitfalls Unpacked - Part 3

R180
incl. VAT
  • 2 July 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics of discussion- Part Two: 

Input Tax Deductions and Apportionment

Imported and Electronic Services

Zero-Rating: Exports  

Recent Case Law and SARS Rulings  

VAT Under the Lens: Legal Insights & Pitfalls Unpacked - Part 2

R180
incl. VAT
  • 18 June 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key principles of Capital Gains Tax for Individuals –

Overview of the core rules 
Resident vs Non-resident 
Calculation of the taxable capital gain or assessed capital loss for a year of assessment, including: Proceeds & Base Cost.
Exclusions: when may a gain or loss on disposal be disregarded.
Specific Assets, including Share Investments, Crypto Assets & Investment Properties
Practical application when completing the tax return and supporting evidence

 

Capital Gains Tax Refresh and Update: Individuals – Part 1

R180
incl. VAT
  • 10 June 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Deemed disposal and re-acquisition of assets, attribution of capital gains –

Deemed disposals on Death, Ceasing of Residency, Commencement of residency and Donations.
Interpretation note 134 (26 September 2024) – Disposal of assets by deceased person, deceased estate, and Transfer of assets between spouses. 
Practical application when completing the tax return and supporting evidence to have readily available – Declaring deemed disposals, TaxDirective (NR03) and Commencement of Residency

Capital Gains Tax Refresh and Update: Individuals – Part 2

R180
incl. VAT
  • 24 June 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

In this session, the following key topics will be covered: 

  • Overview of SARS Filing Obligations – Guiding clients on provisional, income, and withholding tax 
    • Deadline Tracking – Key dates and efficient reminders to ensure on-time submissions 
    • Common Pitfalls – How to help clients avoid typical errors in their returns 
    • Late Submission Penalties – Understanding the financial impact and how to prevent them 
    • Using SARS eFiling Effectively

Ensuring SARS Compliance for Your Company: Navigating Provisional, Income, and Withholding Tax Filings

R180
incl. VAT
  • 04 June 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

In this session, the following key topics will be covered: 

  • Step-by-step guidance on preparing for the 2025 tax season
    • Insight into the SARS auto-assessment and what to do if you or your clients are selected
    • A practical understanding of the verification process 
    • Tracking and managing tax refunds efficiently 

2025 Tax Season Approaching: Ensure You are Prepared

R90
incl. VAT
  • 12 June 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Key Topic Areas of the presentation: 

SARS Cracking Down on Tax Debt 

Criminality of Non-Compliance 

SARS’ use of AI and Modernisation of Tax Debt Collections  

Tax Debt Relief Mechanisms 

  • Deferral of Payment 
  • Compromise of Tax Debt 

Criminality of Non-Compliance: Legally Writing-off Tax Debts

R180
incl. VAT
  • 20 May 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

In this session, the following key topics will be covered: 

Understanding PAYE and Fringe Benefits – Overview of the Seventh Schedule and how fringe benefits are taxed
Common Compliance Pitfalls – Avoiding costly errors in employees’ tax calculations and payroll reporting
Managing Employer Tax Obligations – Ensuring SARS compliance and accurate record-keeping 
• SARS Audits and Payroll Risk Management – Practical strategies for minimizing employer tax exposure.

Brunch Time Boost Employees Tax And Fringe Benefits

R90
incl. VAT
  • 21 May 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Interpreting the VAT Act 
Understanding the structure of the Act, core definitions (section 1), and key interpretive principles 

Obligation to Register for VAT 
A legal overview of the registration threshold, fixed vs. non-resident suppliers, and SARS’s administrative approach to foreign entities.
Compliance Duties: VAT Returns, Invoicing, and Record-Keeping 
Legal requirements under section 20, 16(2), and relevant public notices. Highlighting exposure risks in incorrect tax periods, exchange rate use, and documentation gaps. 

VAT Under the Lens: Legal Insights & Pitfalls Unpacked - Part 1

R180
incl. VAT
  • 29 May 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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 

Exit Tax – Section 9H Explored

R90
incl. VAT
  • 14 May 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

In this session, the following key topics will be covered:  

The implications of the “pay now, argue later” principle  

How and when to request a suspension of payment  

Comparative perspectives: approaches in other jurisdictions  

Closing reflections and an interactive question and answer discussion  

Unpacking the “Pay Now, Argue Later” Principle - Essentials Every Tax Practitioner Should Know

R180
incl. VAT
  • 8 May 2025
  • Complimentary for Package Holders
  • 1 CPD Points
BUY WEBINAR

Recap: the fundamental principles that underpin a professional ethics framework 

Reflections on the Tax Practitioner compliance framework: 

Tax Administration Action Act No 28 of 2011 Chapter 18 Registration of tax Practitioners and reporting of unprofessional conduct 

Interpretation Note 132, published on 29 July 2024 

SARS Guide: Criteria for the registration of tax practitioners, effective 11 October 2024

2025 Professional Ethics Update: Tax Focus

R180
incl. VAT
  • 30 April 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

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 

Retiring In South Africa From Aboard: Key Insights into Visa and Tax Processes

R90
incl. VAT
  • 16 April 2025
  • Complimentary for Package Holders
  • 0.5 CPD Points
BUY WEBINAR

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

Breakfast Brush Up When Do Foreign Earnings Qualify for the Section 10(1)(o)(ii) Exemption

R180
incl. VAT
  • 26 March 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics include:   

Understanding the different entities that can serve as vehicles in the non-profit and public benefit sector. 

Critical considerations with CIPC when registering a non-profit company, ensuring all legal requirements are met. 

Navigating the registration with SARS, including how to complete the Application for Exemption from Income Tax Form (El1), with a focus on the new SARS guide issued on 2 December 2024. 

How to Successfully Register Non-Profits & PBO's: Simplifying SARS and CIPC Compliance

R180
incl. VAT
  • 25 March 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics include:   

Tax Compliance Framework: Overview of crypto tax regulations and how to stay compliant with SARS and SARB. 

Income Tax vs. Capital Gains Tax: Key differences between income tax and capital gains tax for crypto holdings and trades. 

Technological Impact on Tax Compliance: How emerging technologies like AI are shaping crypto tax reporting and compliance. 

Crypto Tax Compliance Part 2 - The Essentials of Declaring and Managing Your Crypto

R180
incl. VAT
  • 20 March 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key Topics Include:

Focused insights on the key Budget updates impacting Payroll, Tax, HR, and Remuneration professionals 

Clear, practical information on the fiscal changes ahead and how to prepare 

Takeaways to help you navigate the changes as we enter the new tax year 

Comprehensive coverage of the 2025/26 Budget, including key updates from March 2024, ensuring you are fully up to date with developments that affect your tax practice 

The Essential Tax Updates After the Budget Speech Delay

R180
incl. VAT
  • 18 March 2025
  • Complimentary for Package Holders
  • 1.5 CPD Point
BUY WEBINAR

Key Topics: 

  • Principles of s7C: Loan, advance or credit granted to a trust by connected person. 
  • Practical example: calculating the donations tax arising, including completion of the new IT144 declaration by donor form with reference to the SARS external guide updated on 21 February 2025. 
  • Overview recent amendment to s7C with reference to s31 with a practical example.

Calculating Section 7C: Understanding the Essentials

R180
incl. VAT
  • 14 March 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Topics we’ll cover include: 

  • Understanding PAYE: Gain clarity on what employees’ tax is, when it applies and its importance for your business. 
  • Employer Obligations: Learn your responsibilities under the Fourth Schedule of the Income Tax Act. 
  • Avoiding Common Pitfalls: Discover the most frequent PAYE mistakes and how to steer clear of them.

Brunch Time Boost: The Practical Side of PAYE – All You Need to Know for SARS Compliance

R90
incl. VAT
  • 12 March 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Key topics include: 

  • What is Cryptocurrency? 
  • How the Luno Trading Platform works? 
  • What reporting information can be obtained from the platform? 
  • The importance of tax compliance and reporting 
  • Clarifying SARS Access to Trader Information 

 

Into the Metaverse Part 1 - What is Crypto Tax Compliance and How Will SARS Know?

R180
incl. VAT
  • 06 March 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

This practical ‘Back-to-Basics’ guide will break down the must-know steps and key tax considerations of financial emigration and cover: 

  • The steps to follow when ceasing tax residency 
  • Why tax residency is a big deal with SARS 
  • How to effectively cease tax residency with SARS 
  • Treatment of policies after ceasing tax residency 
  • Tax planning opportunities when financially emigrating 

Financial Emigration Lunchbox Session: The Practical Back-to-Basics Guide

R90
incl. VAT
  • 05 March 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Critical questions discussed: 

  • What does the delayed Budget mean for tax practitioners in their day-to-day operations?
  • How does this impact you and your clients? 
  • What can we expect from the Budget? Following the postponement?

The No-Show Budget: What Now for Tax Practitioners?

R180
  • 21 February 2025
  • Complimentary for Package Holders
  • 1.5 CPD Point
BUY WEBINAR

Topics we’ll be covering include:  

  • Tax liabilities in the context of business rescue (BR) proceedings – pre and post commencement of BR proceedings. 
  • 3rd Party Appointments by SARS – catching the early warning signs. 
  • Compromise of Tax Debt – write-off relief. 
  • Deferral of Payment – easing cashflow for business recovery. 

 

Cutting your tax debt, without cutting corners - JBSA Props (Pty) Ltd and Another v CSARS and Others

R180
incl. VAT
  • 18 February 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR

Key topics include:

    • Compliance and Ethics
    • Extrinsic vs Intrinsic motivation
    • Principle-based Ethical Decision-making
    • Closing reflections and interactive question and answer discussion

2025 Professional Ethics Update

R180
incl. VAT
  • 11 February 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
  • This webinar will provide insights from leading tax professionals who will unpack the history of Pillar Two and the application thereof. This webinar will be an in-depth technical training that will provide practical insights into Pillar Two and help attendees to understand the impact of Pillar Two on affected multinational corporations, who will no doubt need to adapt their tax planning strategies.  

Exploring Pillar Two: Practical Insights for Tax Professionals

R180
incl. VAT
  • 06 February 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

A summary of the key facts of the case;

  • The findings of the High Court, Supreme Court of Appeal and Constitutional Court;
  • An overview of s225 – s232 of the TAA as it pertains to the Voluntary Disclosure Programme with reference to the SARS External Guide, effective 13 September 2024;
  • Practical considerations in respect of the Voluntary Disclosure Programme

SARS Triumphs in Constitutional Court: What the Medtronic Ruling Means for Taxpayers

R180
incl. VAT
  • 04 February 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • Who is required to pay provisional tax
  • Overview of the provisional tax framework
  • Penalties and interest for understatement and late payment
  • Practical considerations for accurate estimates

Provisional Tax Fundamentals: Get Your Estimates Right and Avoid Penalties

R180
incl. VAT
  • 28 January 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered
  • Trust Registration and Updating of Trust Details
  • Trustees’ Responsibilities
  • Passive vs. Dormant Trusts
  • Vesting vs. Distribution
  • Final Filing Preparation

January 2025 | Final Preparation Trust Tax Filing Season 2024

R180
incl. VAT
  • 14 January 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

What is trading stock for tax purposes? Definition of “trading stock”

s22 of the Income Tax Act No.58 of 1962, including

Closing stock, opening stock, cost of trading stock

SARS Draft Interpretation Note DIMINUTION IN THE VALUE OF CLOSING STOCK, dealing with s22(1)(a) (Published 1 October 2024)

Deemed disposals of trading stock s22(8)

Anti-avoidance legislation

Trading Stock Fundamentals

R180
incl. VAT
  • 22 January 2025
  • Complimentary for Package Holders
  • 1 CPD Point
BUY WEBINAR
Key Topics Covered

Key principles: s11 read with s23 the Income Tax Act No 58 of 1962

Sole Traders and independent contractors

Interpretation Note 28 (Issue 3) DEDUCTIONS OF HOME OFFICE EXPENSES INCURRED BY PERSONS IN EMPLOYMENT OR PERSONS HOLDING AN OFFICE (4 March 2022)

Sections 11(a), 11(d), 23(b) and 23(m)

CPD Lunchbox Session - Home Office Expenses

R90
incl. VAT
  • 30 January 2025
  • Complimentary for Package Holders
  • 0.5 CPD Point
BUY WEBINAR

Stay up to date with our latest Podcasts, Webinars and events. Devoted to being your proud partner for affordable, easy-delivered, expert topical CPD in South Africa.

2025 EVENTS

Register for On-Demand

*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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Terms & Conditions 2025

What does an annual subscription cover?

In accordance with the SARS External Guide: Criteria for the Registration of Tax Practitioners (effective 11 October 2024) at page 5, “a year commences on 1 January and ends on 31 December of a year…”

Therefore the 2025 annual package applies to the year ended 31 December 2025.  CPD Consortium acknowledges that the compliance requirements of the relevant RCB’s extend beyond the calendar year and therefore subscription package holders will enjoy access to the following until 31 October 2026:

  • CPD Consortium Portal, to view and download certificates of completion
  • All 2025 on demand offerings

Renewing your subscription for the 2026 year provides full access to on demand offerings and live events from 1 January 2026. 

Note: It is essential to understand the requirements of your RCB in respect of cut-off dates and reporting requirements.

What are the SARS CPE (CPD) requirements?

SARS External Guide: Criteria for the Registration of Tax Practitioners at page 5:

  • A tax practitioner must have successfully completed a minimum of 18 verifiable CPE hours per year, which consists of 10 tax hours, 2 ethics hours, and 6 hours relating to the service provided.
  • A tax practitioner is required to retain a record of their CPE for 5 years, e.g., competency certificates

Please note: A year commences on 1 January and ends on 31 December of a year, and therefore the 18 hours is calculated on a pro rata basis for newly registered tax practitioners depending on the registration date.

Note: It is essential that a tax practitioner ensures that any additional requirements of their RCB are also met.

All webinars, learning materials, slides, and Q&A answers are for training purposes, do not constitute tax advice or options and should not be construed as such. 

 1. Definitions

  • “CPD Consortium (Pty) Ltd” / “we” / “our” refers to CPD Consortium (Pty) Ltd and its affiliates. 
  • “Subscriber” / “you” refers to any person or entity purchasing or accessing our packages, courses, or services. 
  • “Services” include live webinars, on-demand recordings, events, learning materials, and subscription packages. 
  • “Subscription” means an annual granting access to designated CPD Consortium (Pty) Ltd services.  

2. Packages

  • CPD Consortium (Pty) Ltd offers Annual Packages. 
  • Subscription access includes: 
    • Attendance to live CPD webinars. 
    • Access to recordings, slides, and assessments via live portal (where applicable). 
    • Issue of certificates for verifiable CPD hours. 
  • Package inclusions may vary each year. Full details are provided on our website. 
  • Packages are valid for the calendar year (1 January – 31 December), in accordance with the SARS CPE (CPD) year.1 

Access to CPD Portal 

  • Active subscribers receive access to the CPD Consortium (Pty) Ltd Portal, where attendance data, CPD hours, and certificates are securely stored. 
  • The portal also provides access to recordings, slides, and questionnaires linked to the subscriber’s package. 

Upon expiry of the annual package: 

  • Subscribers who renew will retain uninterrupted access to their portal and all linked content. 
  • Subscribers who do not renew will retain access to their profile for the purpose of downloading certificates and accessing prior records. 
  • Access to on demand offerings for non-renewing subscribers will remain available until 31 October of the following year, after which access will be terminated. 
  • Subscribers remain responsible for understanding the requirements of their RCB in respect of CPD points, cut-off dates and reporting requirements. 
  • After termination, CPD Consortium (Pty) Ltd will continue to securely store records of certificates for a period of 5 years, which can be requested in writing. 

3. Payment Terms

  • Annual packages must be paid upfront. 
  • Access is only activated once proof of payment is received. 
  • Prices are inclusive of VAT unless otherwise stated. 

4. Cancellations & Refunds

  • Refunds for live events / webinars: If an attendee is unable to attend a live event, the recording will be made available to them.  If their recording is not available for any reason, a full refund will be processed, on provision of the relevant supporting documentation. 
  • Package purchases are refundable to the extent that no events have been attended and within 5 days of the subscription date. CPD Consortium (Pty) Ltd reserves the right to cancel or reschedule events. In such cases, clients may attend the rescheduled event, access the recording, or request a refund. 

 5. Access & Use

  • Subscription access is limited to registered individuals. Sharing of login credentials is prohibited. 
  • Materials may only be used for personal professional development. Redistribution or resale is not permitted. 
  • Certificates are issued only to the individual(s) registered with full name and email address provided. 

6. Intellectual Property

  • All content, course material, recordings, and event resources remain the intellectual property of CPD Consortium (Pty) Ltd. 
  • You are granted a non-exclusive, non-transferable licence to use materials for personal CPD purposes. 

7. Liability

  • CPD Consortium (Pty) Ltd will make every effort to deliver services as advertised, but reserves the right to make changes to speakers, content, or schedules. 
  • We are not liable for indirect or consequential losses, including loss of income or opportunity. 
  • Technical disruptions outside our control (e.g. internet outages, load-shedding) do not qualify for refunds, but recordings will be provided where possible. 
  • All webinars, learning material, slides, and Q&A answers are for training purposes, do not constitute tax advice or opinions and should not be construed as such. 

8. Privacy & Data Protection

  • We collect and process personal information in accordance with POPIA. 
  • Information is used for the purpose of managing subscriptions, issuing CPD certificates, and communication of upcoming events. 

 9. Governing Law

  • These T&Cs are governed by the laws of South Africa. 
  • Disputes shall fall under the jurisdiction of South African courts. 
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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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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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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.