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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. Relive the insights or share this valuable resource with fellow professionals, empowering them to navigate the intricacies of tax regulations together.
Key Topics Under the Lens:
- 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
incl. VAT
- 10 July 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 9 July 2025
- Complimentary for Package Holders
- 0.5 CPD Points
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
incl. VAT
- 8 July 2025
- Complimentary for Package Holders
- 1 CPD Point
Key topics of discussion:
- Why your client’s South African tax residency status matters
- Ceasing tax residency via the Double Taxation Agreement
- Practical application of the Tie-Breaker Test
- The role and significance of Tax Residency Certificates
- Identifying when to advise clients to consider the DTA process
A Practical Guide to the Double Taxation Agreement Process with SARS
incl. VAT
- 25 June 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 2 July 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 18 June 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 10 June 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 24 June 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 04 June 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 12 June 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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
incl. VAT
- 20 May 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 21 May 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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
incl. VAT
- 29 May 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 14 May 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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
incl. VAT
- 8 May 2025
- Complimentary for Package Holders
- 1 CPD Points
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
incl. VAT
- 30 April 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 16 April 2025
- Complimentary for Package Holders
- 0.5 CPD Points
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
incl. VAT
- 26 March 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 25 March 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 20 March 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 18 March 2025
- Complimentary for Package Holders
- 1.5 CPD Point
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
incl. VAT
- 14 March 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 12 March 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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?
incl. VAT
- 06 March 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 05 March 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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?
- 21 February 2025
- Complimentary for Package Holders
- 1.5 CPD Point
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
incl. VAT
- 18 February 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 11 February 2025
- Complimentary for Package Holders
- 1 CPD Point
- 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
incl. VAT
- 06 February 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 04 February 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 28 January 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 14 January 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 22 January 2025
- Complimentary for Package Holders
- 1 CPD Point
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
incl. VAT
- 30 January 2025
- Complimentary for Package Holders
- 0.5 CPD Point
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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.