Webinar | 2026 Non-Profit Tax, Law and Compliance Update - CPD Consortium
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Online Trust Tax Workshop:

The Tax Behind the Transaction

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  • 00Days
  • 00Hours
  • 00Minutes

Online Trust Tax Workshop:

The Tax Behind the Transaction

REGISTER NOW

2026 Non-Profit Tax, Law and Compliance Update

Join us for this session, where we journey through the important recent changes to the non-profit tax, legal and compliance landscape, give practical tips and insights, remind ourselves of the essential components of work done for non-profits.

Date:

19 November 2026

Time:

10:00-11:30

Platform:

Zoom

Cost:

R220.00

CPD Points:

1.5

Cost:

R220.00

CPD Points:

1.5

Register Now
Free to package holders Free to package holders Free to package holders

Key topics

  • Refresher-what sort of non-profit beast is this? Why does it matter?

  • Voluntary Associations- watch points and warning signs.
    What should compliance look like?

  • Non-Profit Trusts – current issues and a brief survey of the low points in the Draft Regulation of Trusts Bill, 2026

  • Non-Profit Companies

    • Compliance
    • The importance of the memorandum of incorporation (MOI)

  • Non-Profit Organisations Act of 1997-issues and what is next?
    Notes from shifting ground.

  • Key tax compliance issues and recent changes, including:

    • New eFiling exemption process- notes from the front line
    • Partial tax exemption and the classification of income (including notes for the AFS)
    • Section 18A(2B) certificates, and the SARS draft Public Notice published on 19 June 2026
    • Ensuring that the new requirements are met for a receipt issued under under Section 18A(2)(a)(vii) of the Income Tax Act
    • The deemed amount of the deduction of a donation of property made in kind determined under section 18A(3) or (3A) of the Income Tax Act
    • The potential tax implications of a donation in kind for a donor

  • Q&A

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Who Should Join?

NPO and PBO Treasurers 

NPO and PBO Administrators 

NPO and PBO Trustees

Tax Practitioners and Tax Consultants

Accountants and Auditors

Business Compliance Officers  

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Meet The Speakers

Nicole Copley

Chartered Tax Practitioner

Nicole has consulted to the NGO sector since 1993. She is an admitted attorney (non-practising), has her Masters in the tax exemption laws and is a Chartered Tax Practitioner. Nicole developed her drafting skills while working as a business lawyer, and she has a pragmatic problem-solving approach to all the work she does. Her depth and breadth of experience over many years and her work with government and a wide range of clients, give her useful perspective and insight.

Nicole founded ngoLaw, which is a one-stop, experienced, efficient and passionate support team which deals with registrations, applications, compliance, advice, contracts and training for NGOs of all sizes and types. The team consists of three lawyers and four paralegals.

In the early years of Nicole’s involvement in the sector she was part of the team which negotiated the change in tax exemption laws prior to 2000. In 2022 ngoLAW played a pivotal role in educating the sector around and making submissions on the ((Anti-Grey Listing) General Laws Amendment Act). Nicole is currently part of the NPO Working Group and Technical Task Team advising the NPO Directorate and working on NPO policy, and changes to the NPO Act and Regulations.

Nicole is also author, co-author and now publisher of the ngoMATTERS series of practical guides to setting up, governing, and financial management of non-profits.

Nicole currently serves on the boards of Wildlife Act Trust, Siyazisiza Trust, Open Cities Labs NPC and Solon Foundation SA NPC. She is a member of the NPO Working Group and of the NPO Policy Technical Team.

Chelsea Swanepoel

Attorney (Non-Practising)

Chelsea Swanepoel is a South African non-practising attorney specialising in non-profit law, governance and regulatory compliance. She advises non-profit organisations, funders and other stakeholders on the legal frameworks that govern how organisations are established, funded and held accountable.

Her work sits at the intersection of law, regulation and social impact, with a particular focus on helping organisations understand and manage the legal and governance risks that arise in the non-profit sector. She brings a practical, commercially minded approach to complex regulatory questions, with an emphasis on building organisations that are both legally compliant and fit for purpose.

Chelsea has a background in intellectual property law and risk management. She is passionate about making complex areas of regulation accessible and about strengthening the standards of governance, accountability and credibility across the non-profit sector.

Portrait of a smiling female team member in a professional setting
Catherine Fourie

CA (SA)

Catherine Fourie is the Head of CPD Consortium.  She is a CA(SA) and Chartered Tax Advisor and completed her MCom (Taxation) in 2016. Previously an audit manager at Deloitte, she was a lecturer in the BCom Accounting program at Nelson Mandela University (NMU) for 15 years until 2024 and has served on various non-profit Boards.

Designed for anyone handling provisional tax returns or in need of a refresher, this webinar will help you get your provisional tax estimates right and avoid unwanted penalties and interest.

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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. 

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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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Portrait of a smiling female team member in a professional setting

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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Portrait of Sidney Fletcher, expert in trust income tax registration and tax compliance guidance

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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Portrait of Roxshanna

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.