A WEBINAR FOR SOUTH AFRICAN EXPATS
Session 1 | 1 February 2023 | REGISTRATION CLOSED
Date: Wednesday 1 February 2023
Time: 18:00 (SA Time)
Platform: On your PC via Zoom
Attendance Fee: Free
Session 2 | 17 February 2023 | REGISTRATION OPEN
Date: Friday, 17 February 2023
Time: 18:00 (SA Time)
Platform: On your PC via Zoom
Attendance Fee: Free
Are you concerned about the future of your retirement annuity funds as you transition to life abroad?
Do you want to understand the 3-year lock-in rule and the implications it has on your investments?
Join us for a comprehensive webinar on the topic of retirement annuities and ceasing your tax residency in South Africa .
Our expert speakers will guide you through the process, provide insights on the lock-in rule, and offer tips on maximizing your retirement vehicle’s potential.
• Contributions to a South African Retirement Annuity as a non-resident
• The genesis of the 3-year lock-up rule and reasons for its introduction
• Alternative approaches to waiting for the 3-year lock-in period – what happens?
• Tax implications on withdrawals
• The old regime vs the new regime: access after financial emigration vs the 3-year lock-in rule.
• The shelving of section 9HC (exit tax on retirement interest) and why it may be a good idea to remove retirement interests
• How to remit funds now and in the future through a TCS PIN for either Emigration or Foreign Investment Allowance (FIA)
Jerry Botha
Jerry has over 20 years’ experience in the field of taxation, holds his own FSB License, is a Master Reward Practitioner and serves on the Executive Board of the South African Reward Association (“SARA”), Chairs the SARA Employee Benefit Committee, and is a Certified Payroll Practitioner and Tax Practitioner.
He is the managing partner of South Africa’s largest independent tax practice, enjoys presenting and is passionate about tax and international individuals. He has also authored the Lexis Nexis “Expatriate Tax” textbook, as critically acclaimed by Judge Dennis Davis.
Thomas Lobban
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
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.
Martin recently represented Tax Consulting SA at the SAIT Tax Indaba, where he sat on a panel that was discussing “Ordinary emigration and taxing grey hairs”.