Annual Tax Update 2023/2024

Overview

They say time waits for no man… and neither does the National Treasury or SARS. Tax practitioners are expected to hit the ground running each time legislation changes or new case law is published. Staying up to date and keeping your clients compliant can be stressful for any tax professional. Luckily, The Tax Faculty’s Annual Tax Update provides you with a unique opportunity to bring yourself up to speed on the significant developments of the past year, with in-person and webinar events succinctly packaged into easy-to-follow four-hour sessions, presented by Prof Jackie Arendse.

In this year's update, Prof Arendse will guide you through the key tax revisions, tax-related legal rulings, and other significant developments that have shaped the tax landscape in 2023. The workshop will unpack these tax amendments in a practical and understandable manner, using real-world examples. This will enable you to assess their impact and better understand how these changes may influence your personal finances, your business operations, and your clients.

Attending this event will award you with valuable CPD hours, and more importantly, you will be equipped with the latest information and knowledge, enabling you to add value to your clients by highlighting the prominent changes affecting their businesses and private wealth planning in the foreseeable future. If you attend any CPD event this year, this is the one not to miss.

Workshop Content

The following will be unpacked during the workshop:

• Amendments in the following bills:
  • Rates and Monetary Amounts and Amendment of Revenue Laws Amendment Bill, 2023.
  • Taxation Laws Amendment Bill, 2023.
  • Taxation Laws Amendment Bill, 2023.
  • Tax Administration Laws Amendment Bill, 2023.
• Summary of 2023 tax judgments.
• New and updated SARS notices, rulings, and interpretation notes issued during 2023.
• Other developments.

Competencies developed in this workshop

After attending this workshop, you will be:

• Updated with important and current changes in tax legislation and SARS practice.
• Competent in advising clients about the impact of the latest tax amendments on their tax compliance and planning opportunities.
• Able to train your staff to prepare SARS-compliant tax returns considering the latest amendments and SARS practice.
• Informed about topics to include in a client communique to alert you clients about recent developments impacting their tax compliance and planning opportunities this year and beyond.
• Competent in revising the tax planning strategy of your clients.

Dates and venues

• Somerset West - 13 November 2023 - 09:00 - 13:00
  • Lord Charles Hotel, Corner Main Road (M9) & Broadway Boulevard, R44, Somerset West, Cape Town
• Durban - 16 November 2023 - 09:00 - 13:00
  • Umhlanga Coastlands, 329 Umhlanga Rocks Drive, Umhlanga Rocks
• Johannesburg - 22 November 2023 - 09:00 - 13:00
  • The Wanderers Club, 21 North St, Illovo, Johannesburg
• Pretoria - 24 November 2023 - 09:00 - 13:00 
  • The Capital Menlyn Maine, 194 Bancor Ave, Menlyn, Pretoria

Dedicated webinar presented over 2 dates:

• 30 November 2023: Part 1 (Live) - 09:00 - 11:00
• 4 December 2023: Part 2 (Live) - 09:00 - 11:00

Presenter

Professor Jackie Arendse 

B Acc (Wits) M Acc (Tax) (UKZN) Chartered Accountant (SA) PhD (Accounting) (Rhodes)

After completing her training at Deloitte and qualifying as a Chartered Accountant, Jackie was Group Financial Accountant for a top-100 listed company before moving to academia where she developed her skills as an academic – authoring, lecturing and researching on a wide range of tax areas – and also completing her Masters and PhD qualifications.

She served as Project Director: Tax at the South African Institute of Chartered Accountants (SAICA) between 2004 and 2006, managing relationships with key stakeholders (especially SARS and National Treasury), enhancing SAICA members’ tax competence and representing SAICA in discussions with Government on tax policy and legislation.

Jackie was Head of the School of Accountancy at Wits University from 2009 until 2013 and has been Head of the Department of Accounting at Rhodes University from 2014 until 2020. She now works as an independent consultant, trainer and tax specialist and is a sought-after presenter of tax seminars and webinars.

Jackie has presented tax training to tax practitioners, entrepreneurs and businesses around the country for many years and has authored numerous books, articles and publications in the field of taxation including Silke on South African Income Tax. She is the managing author of Silke on Tax Administration, published by LexisNexis and updated annually.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 4 hours of Tax CPD.

Event investment

Face-to-face workshop: Time: 09:00 - 13:00

• Tax Faculty CPD Subscribers: R475.00
• Regular price: R1 280.00
• RCB member price: R1 060.00
• SAIT member special discounted rate: R865.00
• Printed notes: R100.00
• Electronic notes: Free 

Dedicated webinar presented over 2 dates - 30 November 2023 (part 1) and 4 December 2023 (part 2): Time: 09:00 - 11:00

100% discount for all 2023 Tax Faculty CPD subscribers. Not a CPD subscriber yet? Click here to register now.

• Tax Faculty CPD Subscribers: Free
• Regular price: R595.00 (part 1 and 2)
• SAIT member special discounted rate: R475.00 (part 1 and 2)
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested upon registration if payment does not reflect on The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event, no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.