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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.
ETHICS ON-DEMAND LIBRARY
Key Topics Covered
- Governance of the Tax Practitioner Profession by SARS
- Conditions that may result in deregistration
- Criteria for ineligibility to register as a tax practitioner
- Practical considerations
- Latest SARS developments affecting tax practitioners
August 2024 | SARS Governance of Tax Practitioners: New Interpretation Note 132
incl. VAT
- 13 August 2024
- Ethics
- 1 CPD Point
Key Topics Covered
- Definition of Ethics
- Recap: The fundamental principles that underpin a professional ethics framework
- Reflections on the Tax Practitioner compliance framework
- Key considerations arising from case law in 2024.
- Closing reflections and interactive question and answer discussion
December 2024 | Ethics in Taxation – A Reflective Workshop
incl. VAT
- 10 December 2024
- Ethics
- 1 CPD Point
ON-DEMAND LIBRARY
Key Topics Covered
- What constitutes a Donation
- Donations Tax, Exemptions, Timing, Practical Considerations
- Deemed Donations, including Trusts and s7C
- CGT Attribution Rules (Eighth Schedule)
- Comparison with Estate Duty
- Normal Tax Consequences of a Donation
November 2024 | A New SARS Guide: a Comprehensive overview of Donations Tax
incl. VAT
- 29 November 2024
- 1 CPD Point
Key Topics Covered
Part 1
- Review the overall VAT framework
- VAT Registration
- Fundamentals of Output Tax
- Exempted Supplies
Part 2
- Fundamentals of Input Tax
- Submission of the return
- Penalties and Interest
Assessment, objection and appeal - The relationship between VAT and Normal Tax
- Looking forward
November & December 2024 | Bundle Deal
VAT Fundamentals Part 1 & 2
incl. VAT
- 26 Nov 2024 / 5 Dec 2024
- 1 CPD Point
Key Topics Covered
- Stay Informed: A deeper understanding of the new 2024 tax laws and their practical application
- Client Guidance: Provide client guidance on the critical tax law changes and updates
- Network and Learn: Connect with influential industry leaders and gain expert perspectives
Key Topics Covered
- Tax Implications of Leaving South Africa
- Learn About Exit Tax
- Estate Planning Considerations
- Q&A Session
November 2024 | Ceasing SA Tax Residency: Understanding Exit Tax and Estate Planning Implications
AND
Ceasing SA Tax Residency: Lunchbox Question and Answer Edition
incl. VAT
- 5 November 2024
- 1 CPD Point
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
October 2024 | The Thistle Trust v Commissioner for the South African Revenue Service – an Interactive Classroom Session!
incl. VAT
- 29 October 2024
- 1.5 CPD Point
Key Topics Covered
- The Scope of Verification Requests
- Enhancements to the Trust Income Tax Return
- SARS’ Key Inquiries
- Documentation and Preparation Best Practices
October 2024 | SARS's Burning Questions: Unpacking the NEW Trust Income Tax Return Verifications
incl. VAT
- 23 October 2024
- 1 CPD Point
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)
October 2024 | Bundle Deal
2 Webinars Included
IT3(d) Reporting & IT3(d) Online Classroom Bootcamp
incl. VAT for BOTH
- 11/18 October 2024
- A Total of 3 CPD Points
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
September 2024 | Bundle Deal
IT3(t) Reporting -
The Latest Updates AND
IT3(t) Practical Pitstop – An
Exclusive and Hands-On
Classroom Session
incl. VAT for BOTH
- 27 September 2024
- A Total of 3 CPD Points
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
September 2024 | Ceasing of South African Tax
Residency A
Back-to-Basics Approach
incl. VAT
- 26 September 2024
- 1 CPD Point
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)
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
August 2024 | The Provisional Tax Deadline Looming: Understanding the Importance of an Accurate Submission
incl. VAT
- 13 August 2024
- 1 CPD Point
Key Topics Covered
What is Beneficial Ownership
Recapping the regulatory requirements of filing Beneficial Ownership with the CIPC and SARS via the Beneficial Ownership RegistersRecent 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 PlanCompliance Strategies
Learn essential tactics to maintain compliance under heightened regulatory scrutiny
August 2024 | Compliance Crackdown: SARS and CIPC in South Africa's Greylist Battle Plan
incl. VAT
- 1 August 2024
- 0.5 CPD Point
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
Key Topics Covered
- Overview of Changes for Filing Season 2024
Key Updates and - Enhancements for Taxpayers
- How to Navigate Auto Assessments
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)
May 2024 | S18A Public Benefit Organisation (PBO): Practical Guidance Submitting IT3(d) Returns to SARS
incl. VAT
- 14 May 2024
- 1 CPD Point
Key Topics Covered
May 2024 | Trust Series Part 4 - Ultimate Beneficial Owner And Risk Management Recap
incl. VAT
- 2 May 2024
- 1 CPD Point
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.
April 2024 | Trust Series Part 3 - Mastering The Trust Tax Return And It3(t) Reporting
incl. VAT
- 25 April 2024
- 1 CPD Point
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.
April 2024 | Trust Series Part 2 - Clarifying Complexities In
Trust Taxation
incl. VAT
- 18 April 2024
- 1 CPD Point
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)
April 2024 | Trust Series Part 1 - Trust Overview Introductory
Fundamentals
incl. VAT
- 11 April 2024
- 1 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.