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.