Overview

The tax landscape is dynamic and increasingly complex. Staying up-to-date with these changes is becoming ever more challenging, and the shifting environment can feel overwhelming. The Annual Tax Update offers a unique opportunity to catch up on all the major changes from the past year. It is a must-attend event for tax professionals, accountants, business leaders, and anyone interested in or affected by the finance world.

This year, Prof Jackie Arendse will guide you through the key tax amendments, tax judgments, and other significant developments of 2024. These changes will impact all taxpayers now and in the future. The workshop will explain these amendments in a practical, accessible manner, using real-world examples to help you evaluate their impact and understand how the changes may affect your personal finances, business, and clients.

Attending this event will provide valuable CPD hours, and, more importantly, it will equip you with essential information to add value for your clients by highlighting the significant changes impacting their businesses and personal wealth planning in the foreseeable future.

Workshop Content

The following will be unpacked during the workshop:

Part 1 - Amendments in the following bills:

• Amendments in the following bills:
  • Rates and Monetary Amounts and Amendment of Revenue Laws Bill, 2024.
  • Revenue Laws Amendment Bill, 2024.
  • Taxation Laws Amendment Bill, 2024.
  • Tax Administration Laws Amendment Bill, 2024.
  • A broad overview of the Global Minimum Tax Bill, 2024 and the Global Minimum Tax Administration Bill, 2024

Part 2 - Summary of 2024 Tax Judgments:

• Constitutional Court
  • The Thistle Trust v CSARS
  • Coronation Investment Management SA (Pty) Limited v CSARS
  • Capitec Bank Limited v CSARS 
• Supreme Court of Appeal
  • Naraidu v The State
  • Christoffel Hendrik Wiese and Others v CSARS
• High Court
  • TALT v CSARS
  • Poulter v CSARS
  • Pather v CSARS
  • Unitrans Holdings v CSARS
• Tax Court
  • ABD Ltd v CSARS
• New and updated SARS notices, rulings, and interpretation notes issued during 2024.

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 to advise 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 in this year and beyond.
• Competent to revise the tax planning strategy of your clients.

Dates and Venues

• Johannesburg: 12 November 2024 - 09:00 - 13:00

  • The Capital on the Park,101 Katherine Street, Sandown, Sandton, 2031
  • Click here to view the map.

• Pretoria: 14 November 2024 - 09:00 - 13:00 

  • The Capital Menlyn Maine, 194 Bancor Ave, Menlyn, Pretoria
  • Click here to view the map.

• Stellenbosch: 21 November 2024 - 09:00 - 13:00 

  • Seven Sisters Vineyard, Welmoed Road, Off Annandale Road, Lynedoch, Stellenbosch
  • Click here to view the map.

• Umhlanga: 28 November 2024 - 09:00 - 13:00

  • The Capital Pearls, 6 Lagoon Drive, Umhlanga Rocks, Durban
  • Click here to view the map.

Dedicated Webinar Presented over 2 Dates:

• 5 December 2024: Part 1 (Live) - 09:00 - 11:00
• 6 December 2024: Part 2 (Live) - 09:00 - 11:00

Presenter

Prof 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 master’s 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 was Head of the Department of Accounting at Rhodes University from 2014 until 2020. Since 2021, she has been Head of Taxation at Academic One, which is developing a fully online CTA/Accounting Honours programme, and she continues as a sought-after presenter of tax seminars and webinars.

Jackie has presented tax training to tax practitioners, accountants, small businesses, and large corporates 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 seminar and the successful completion of the online assessment will secure a certificate of completion for 4 hours of Tax CPD.

Please note: Your professional body requirements when allocating CPD hours may differ from the above hours allocated by the Tax Faculty.

Event Investment 

Face-to-Face Workshop: Time: 09:00 - 13:00

• Tax Faculty Subscribers: R575.00*
• Regular price: R1 380.00*
• RCB member price: R1 160.00*
• SAIT member special discounted rate: R948.00*

* Printed notes are included in the price.

Dedicated Webinar Presented over 2 Dates - 5 December 2024 (part 1) and 6 December 2024 (part 2): Time: 09:00 - 11:00

100% discount for all 2024 Tax Faculty subscribers. Not a subscriber yet? Click here to register now.

• Tax Faculty 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.

Sponsors: