Overview

International tax structures are a complex web of regulations and agreements that govern how businesses and individuals are taxed when engaging in cross-border economic activities.  Normally, the primary aim of international tax structures is to prevent double taxation while ensuring that income generated from international operations is appropriately taxed, but for many South Africans, it is about wealth protection. In this webinar, we will address the ever-changing regulatory rules to be considered and the options between trust and foundation. Business structures must be designed within the new OECD framework, BEPS initiatives, and international pressure to ensure all businesses pay a minimum corporate tax rate.  

Webinar Content

• International Trends 

  • UBO reporting & AEOI & BEPS

• Popular Jurisdictions 

  • Corporate holding structures vs Family structures

• Exchange Control

• Trust vs Foundation

• Alternative Instruments

Competencies developed in this webinar

• Obtain International Awareness. 

• Update on the SA Regulatory Environment. 

• Update on SA's new Multilateral Instrument Tax Treaty Update.

• Understand appropriate structures and the role of the best possible or most appropriate jurisdiction.

Presenters

Hugo van Zyl

CA(SA) TEP MTP(SA), Cross-Border and Tax Specialist

Hugo is an experienced trainer, lecturer and "go-to" industry specialist. It comes as no surprise that SARS appointed him to lecture on capital gains tax and worldwide taxation based on residency. In the last six years, he has presented at least once a quarter, for anyone of the many professional bodies he belongs to.

Hugo is internationally known as @Wegkaner (on Twitter), taking special care of South Africans residing outside South Africa, or planning to relocate out of South Africa.

Based in Cape Town, he is proudly South African yet holds a United Emirates Residency permit, because of his UAE registered practice aimed at expats. Hugo's client base is global, includes intermediary firms, local and international financial institutions and often the powers to be at the professional regulatory bodies he belongs to.

Hugo was one of the first advisers able to assist South Africans living abroad, to emigrate and extract their retirement funds from South Africa formally, initially trading as FFI, after that TAXFORUM once upon a time being part of the emigration teams at Maitland, Cashkows (now FinGlobal) in Hermanus, Breytenbach Cross-Border Advisors (Cape Town) and more lately FNB's Fiduciary unit. The First Rand Bank stint was short yet a most exciting journey.

Hugo serves on the SAICA Tax Committees sub-committee dealing with SARB FinSurv (or Exchange Control) matters.

During 2018, providing advisory services using e-meetings and platforms were questioned. Yet, today in the Covid-19 era, Hugo's business model using online platforms became the norm. It is therefore not surprising that most his clients live outside South Africa and his in-depth understanding of the various double tax agreements, often leaves his foreign-based colleagues astounded. In South Africa, his local company provides much needed support and guidance to other small and medium-sized firms.

Mathys Briers-Louw

Mathys is an skillful attorney with both local and international legal academic knowledge. He was admitted as an attorney in 2014, marking the beginning of his successful career in the legal field. His expertise covers cross-border legal matters, exchange control, international money transfers and fiduciary services. Mathys provides top-notch legal services to individuals and businesses navigating the challenges of cross-border transactions.

Membership:

• Fiduciary Institute of SA (FISA)

Education:

• BComm Law (Stellenbosch)
• LLB (Stellenbosch)
• LLM in Transnational Business Practice (Pacific, McGeorge, USA)

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.

Event Investment

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

Regular price: R460.00

SAIT member special discounted rate: R368.00

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 3 working days before commencement of an event.
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  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
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