Demystifying Double Taxation Agreements,
Financial Emigration, and Section 10 Exemption
Your Guide To Tax Planning For South African Expatriates
Date
04 August 2023
Time
10:00 SA Time
Platform
On Your PC Via Zoom
Attendance Fee
Free
In the realm of international taxation, it’s no secret that Double Taxation Agreements (DTAs), financial emigration (ceasing tax residency under the domestic tests), and the section 10(1)(o)(ii) expat tax exemption for South African expatriates can be intricate and confusing. As tax professionals, you play a crucial role in helping your clients navigate these complexities and make informed tax planning decisions.
To assist you in this endeavor, Tax Consulting SA is organizing a webinar specifically tailored to tax practitioners. We would like to invite you and your affiliated professionals to an online presentation where our experts will delve into the intricacies of these topics, allowing you to provide comprehensive guidance to your expatriate clients.
Key Talking Points
- Debunking Myths about DTAs: Clarify misconceptions surrounding Double Taxation Agreements (DTAs).
- Understanding the SARS Tax Non-Resident Letter: Learn about the "Golden Letter" and requirements for ceasing tax residency.
- Understanding the new Approval of International Transfers PIN: Learn about the added complexities and requirements imposed by SARS and their impact on expatriate tax filing.
- Financial Emigration vs DTA vs Section 10 Exemption: Explore the nuances and implications of each option for foreign earnings.
As tax practitioners, it is essential to stay abreast of the mandatory requirements for claiming the foreign exemption and to provide your clients with accurate guidance regarding ceasing tax residency by way of financial emigration (in terms of the South African domestic tests), or in terms of a double taxation agreement, and the alternative Section 10 exemption. Join our free webinar, designed exclusively for tax practitioners, where our experts will also be ready to answer any questions and concerns you may have.
ABOUT THE SPEAKERS
Delano Abdoll – Legal Manager: Cross-Border Taxation
Delano is a highly skilled attorney admitted to the High Court of South Africa, with extensive knowledge and expertise in tax law. He holds a Bachelor of Arts in Law, a Bachelor of Laws, and a Master of Laws degree in Procedural Law, all obtained from the University of Pretoria.
Delano has a strong focus on expatriate tax and individual cross-border taxation, making him an expert in dealing with complex tax issues faced by individuals who work or reside across international borders. With his comprehensive understanding of tax laws and regulations, he is able to provide exceptional advice and support to clients in need of expert tax planning and management.
Thomas Lobban – Head Of Cross Border Tax
Thomas holds an LLB and LLM Tax Law degree and is a SARS registered tax practitioner in South Africa, with both practical tax and consulting experience. He has dealt with various legal conflicts of interest and moved from corporate practice to the consulting industry where he has entrenched himself within tax law, specializing in individual cross-border and crypto asset taxation.
Thomas joined Tax Consulting SA after obtaining his Masters degree, to focus on tax law and the intricacies thereof. He is a co-author of the LexisNexis Expatriate Tax textbook, and in particular its chapter on the interpretation and application of Double Taxation Agreements, which is of particular relevance to South Africans living and working abroad.
Martin Bezuidenhout – Expat Tax Attorney
Martin holds a BCom Law degree and LLB degree from North-West University and is an admitted Attorney and Conveyancer of the High Court of South Africa. Martin forms part of the Expatriate Tax team at Tax Consulting SA as an Expatriate Tax Attorney, where he assists clients with intricate tax residency matters in particular the application of Section 10, and the cessation of tax residency.
Rehnu Vallabh – Senior Tax Consultant
She has completed a Bachelor of Commerce degree as well as Postgraduate Diplomas in Tax Law and International Tax and is registered as a General Tax Practitioner.