Expatriate tax and tax emigration in practice


Date: Jun 21, 2023

CPD hours: 2 Hours

Time: 15:00 - 17:00

Event Type: Webinar

Presenter: Roné Loubser

This webinar will focus on foreign employment earnings of South African resident and the cessation of tax residency.

#WATCH I Join Roné Loubser as she focuses on foreign employment earnings of the South African resident and the cessation of tax residency.


Overview

This webinar will be presented in two parts. The first part discusses a practical approach to deal with expat tax at SARS, with the focus on foreign employment earnings of South African residents. We will discuss relevant aspects to the SARS requirements as well as the implications of South African tax when submitting an income return to SARS.

During the second part of this webinar, we will deal with the cessation of tax residency and the process to facilitate a change in resident status through SARS efficiently. We will discuss the SARS requirements for becoming a non-resident and the resulting capital gain effect thereof. Potential pitfalls and suggested work-arounds will be highlighted, based on practical experience gained over the last couple of years.


Webinar content

  • Difference between South African expats and tax non-residents 

  • SARS requirements for South African expats on foreign employment earnings 

  • Methods of changing your tax residency status (Ordinary vs DTA) 

  • The consequences of ceasing your South African tax residency including the benefits of becoming a tax non-resident 

  • Deemed disposal capital gains tax on cessation (assets included and excluded) 

  • Practical examples and scenarios relating to both expats and non-residents


Competencies developed in this webinar

After attending this webinar, you will be:

  • Understanding the differences between resident vs non-resident

  • Understanding the consequences and benefits of resident vs non-resident

  • Ability to do tax planning and inform clients of the impact of resident vs non-resident

  • Collaborating with clients about the impact of ceasing residency

  • Collaborating with clients about the impact of remaining an expat

  • Ability to make informed decisions and provide comprehensive advice to clients

  • Updated with important changes of the SARS process in practice

  • Informed about the SARS requirements and tax legislation


Presenter

Roné Loubser

Team Leader Tax Delivery

Roné joined the FinGlobal team in May 2015. She holds a BCompt degree in Financial Accounting and completed her Professional Certificate in International Tax during 2021. She has previously worked for Villet Pitzer as a Senior Bookkeeper for 3 years and thereafter expanded her knowledge in Double Tax Agreements for the past 7 years. Roné leads the FinGlobal tax team, specialising in the cessation of South African tax residency.


CPD

This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.


Event Investment

Free for Tax Technicians, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

  • Regular price:  R495.00
  • SAIT member price:  R395.00
  • Group price 1 (5 people max): R950.00
  • Group price 2 (10 people max): R1 800.00
  • Group price 3 (15 people max): R2 500.00 

Payments & Cancellations

  • All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
  • Kindly note that should payment not be received 2 days after the event, legal action will be taken
  • Proof of payment will be requested at registration, if payment does not reflect on Tax Faculty's bank account.
  • Cancellations:
    • Only written notice of cancellation will be recognized.
    • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
    • If the cancellation occurs less than 4 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.
  • 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.

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Venues & Dates

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