Upskill original | tax master class

Estate Duty, Expat Tax, Exemptions & Residence

We explore the changes to section 3(1)(bA) relating to retirement fund contributions as well as the effect of the amendments to section 10(1)(o)(ii). Tax residence and how this is determined is unpacked and the term financial emigration is also explained. Throughout the module, reference is also made to the various tax tables and the tax formula. Tax exemptions and deductions are also explained.
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  • 5 Hours of recorded videos and access to recording of live event.
Upskill originals | tax master class

Course Overview

The course deals with various topics around Estate Duty, Tax Residence, Expat Tax and Tax Exemptions.

Estate Duty

Estate duty and retirement find contributions will be discussed in the module.

Tax Exemptions

This module will focus on how tax exemptions work and also look at tax payable on amounts that are not exempt.

Expat Tax

Taxation rules applicable to expats will be discussed.

Tax Residence

This module deals with tax residence and "breaking it".
4.50 verifiable cpd

Continual Professional Development

After completing this e-learning module, you will be issued with a certificate of completion containing all the relevant information relating to this module for CPD purposes. You will be required to complete 20 multiple choice questions and will have 3 attempts to achieve at least 60%. Only once you have achieved the minimum exit level criteria will the Upskill platform issue you with your completion certificate. This module is also accredited specifically by the Financial Planning Institute of Southern Africa and will also qualify for CPD for other professional bodies as indicated below. This course is also ideal for tax practitioners in need of CPD.

The South African Institute of Chartered Accountants

You should enrol for this module if deep reflection identified for taxation was noted in your CPD reflective plan.

The South African Institute of Professional Accountants

Given the exit level requirements of this module, you will qualify for 4.50 verifiable CPD on presentation of your completion certificate.

The Financial Planning Institute of Southern Africa

This module is accredited by the Institute with accreditation number (FPI20100019). Formal documentation available on request.
Upskill originals | tax master class 2

This module contains
the following elements

Course notes  

You will be able to download a full set of course notes for your use. All we ask is that you dont share these.

Cheat sheets  

This module contains various cheat sheets you can download and refer back to when needed. All we ask is that you dont share these.

  Studio recordings

This module is not a webinar recording. The module contains various videos recorded in our professional recording studio.

  Completion certificate

You will be issued with a completion certificate after meeting the exit level requirements as outlined in chapter 8.

What must the taxpayer do in order for a resident taxpayer to earn foreign employment income that may be exempt in full or in part?

After completing this course you will be able to answer this question.
Upskill original | tax master class

Explore the course content before you go

This content of this module will be available for you to access for a period of 12 months from the date of enrolment. The course contains various elements as listed below and  should be completed in order. Your certificate of completion will only be issued if you meet the exit level requirements. You have to obtain at least 60% in the multiple choice questions in chapter 8 and you will only have 3 attempts to do this. Should you fail to meet the exit level requirements, you will have to enrol for the module again. Please ensure you are happy with your answers before submitting them to avoid the aforementioned. 
Meet the facilitator

Diane Seccombe

Admitted Attorney, BCom, LLB, LLM (Taxation)
Diane Seccombe is an admitted attorney with a masters degree in taxation. She has over 15 years of experience with taxation. Diane is currently the National Head of Taxation at Mazars Academy Proprietary Limited and in this capacity provides tax training to professional institutes, banks, financial service providers and financial planners. She is also well known amongst students for her tax lectures at post graduate level. Diane consults on income tax matters including, corporate, individual and international tax and is an expert in Value Added Tax.
Diane is the national head of tax training at Mazars in South Africa.