Overview

Individuals submitting their 2026 tax returns will face increased verification queries from SARS as SARS accesses third part data. In order to avoid an audit from SARS, a taxpayer must understand the legislation referred to in the tax return and what documentation is required to discharge the burden of proof placed on the taxpayer to substantiate information disclosed in their tax return.

In this session we will not deal with the e-filing process, but rather understanding the contents of the return, what various questions mean and why SARS is asking them.

Workshop content

Please join us as we consider, inter alia, the following issues:

• Re-cap SA retirement funds, taxation of lump sums
  • Vested and retirement components on resignation from employment
• SA Retirement Fund annuities and lump sums paid to UK tax residents
  • Tax regime change in UK
  • FIG four year tax window
  • SA tax directives required
• Tax residence
  • Tax disclosure in respect of cessation of residence
  • RAV01 and tax disclosure of re-instatement of tax residence
• Beneficial owner register IT3(BO)
• Section 10C exemption and PAYE directive
• Foreign collective investment schemes vs offshore endowments
• Adjustment of primary residence exclusion due to cessation of tax residence
• Unwinding SA trusts
  • Non-resident beneficiaries and double taxation
  • CGT consequences for local beneficiaries on disposal of trust assets
  • Understanding the full impact of the CGT attribution rules
• Foreign Employment in SA
• Foreign income
  • Updated average rates
  • Rebate for foreign taxes paid
• Disposal offshore assets and disclosure of foreign income
  • Conversion of proceeds and base cost into rands, which rates to use?
• Crypto assets

Competencies developed

Participants will develop the ability to:

• Interpret key tax disclosure requirements for the 2026 tax return process.
• Identify documentation needed to substantiate tax return disclosures for South African Revenue Service verification.
• Apply tax principles relating to retirement funds, lump sums, and tax directives.
• Assess tax residency changes and related disclosure requirements.
• Understand the tax treatment of foreign income, offshore assets, and foreign tax rebates.
• Evaluate tax implications of trusts, capital gains tax, and attribution rules.
• Navigate compliance requirements relating to crypto assets and beneficial ownership reporting.
• Identify potential audit risks and strengthen tax compliance strategies.

Dates and Venues

Johannesburg: 21 July 2026 - 09:00 - 13:00

• The Capital Empire,177 Empire Pl, Sandhurst, Sandton

Pretoria: 22 July 2026 - 09:00 - 13:00 

• The Capital Menlyn Maine, 194 Bancor Ave, Menlyn, Pretoria

Umhlanga: 23 July 2026 - 09:00 - 13:00

• The Capital Pearls, 6 Lagoon Drive, Umhlanga Rocks, Durban

Stellenbosch: 24 July 2026 - 09:00 - 13:00 

• Seven Sisters Vineyard, Welmoed Road, Off Annandale Road, Lynedoch, Stellenbosch

Dedicated Webinar Presented over 2 Dates:

• 30 July 2026: Part 1 (Live) - 09:00 - 11:00
• 31 July 2026: Part 2 (Live) - 09:00 - 11:00

Presenter

Diane Seccombe

BCom, LLB, LLM (Taxation)

Diane Seccombe is an admitted attorney with a master’s degree in taxation and has been involved in tax for well over ten years. Currently the National Head of Taxation with the Mazars Academy, Di provides tax training to Mazars partners, staff, and clients. She also consults on income tax matters including, corporate, individual, and international tax as well as VAT.

Di presents tax seminars on a national basis for, amongst others, Sanlam, ABSA, Old Mutual and various professional institutes. She started her tax career as a full-time academic with the University of KwaZulu-Natal before moving into practice. She has presented numerous tax seminars with enormous success to attendees ranging from JSE corporate advisers to smaller tax practitioners and is a popular lecturer amongst her students. Di’s primary focus in any presentation is that attendees find the material relevant and presented in an understandable and accessible manner.

CPD

Attending this workshop-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 Subscribers: R595.00*
• Regular price: R1 480.00*
• RCB member price: R1 185.00*

* Printed notes are included in the price.

Dedicated Webinar Presented over 2 Dates - 30 July 2026 (part 1) and 31 July 2026 (part 2): Time: 09:00 - 11:00

100% discount for all 2026 Tax Faculty subscribers. Not a subscriber yet? Click here to register now.

• Tax Faculty Subscribers: Free
• Regular price: R595.00 (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.