FPI - Tax Compliance Status Process

Join the FPI for an exclusive technical webinar for members, to be co-hosted by the Financial Planning Institute of Southern Africa (FPI) and Tax Consulting South Africa. This session aims to provide valuable insights on the new Tax Clearance process required to make international transfers, as introduced by the South African Revenue Service (SARS) on 24 April 2023.

The new ‘Approval for International Transfer’ (AIT) process applies to both South African tax residents doing above R1m foreign investment allowance transfers, as well as financial emigration, which have now become one combined SARS process.

The session will be hosted by Jerry Botha, Managing Partner at Tax Consulting South Africa (TCSA), who authored the Lexis Nexis Textbook on South African Expatriate Tax. Jerry will provide attendees with working knowledge and insight into the new form, to allow assistance with clients or stakeholders in this new process. He will also share the latest insights received from SARS on what to expect after the application, examples of successful and rejected outcomes, as well as lessons learned from one of the SARS-confirmed top 6 e-filing practices in South Africa.

During this 2-hour training and 30-minute Q&A session, you will also have the chance to actively engage with and learn from your industry peers, as we encourage plenty of questions and conversations during our webinars.

Date: Wednesday, 7 June 2023

Time: 10:00 to 12:30

Cost: R253 Incl VAT per person