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The Importance of a Tax Diagnostic Report for South African Expatriates The Tax Diagnostic process entails a non-invasive review of a taxpayers eFiling profile, through investigating the records held by SARS. This information is then compared with the taxpayer’s unique circumstance to determine if there are any discrepancies between the SARS records and current circumstance. […]

Meddling in Others’ Affairs: The Department of Home Affairs’ “Tax Policy” Amendment The Department of Home Affairs’ (the DHA) recent amendments to Immigration Regulations are likely to spark controversy among South African taxpayers, especially expatriates working abroad, who are still diligently fulfilling their South African tax obligations. Delano Abdoll Legal Manager: Cross-Border Taxation at Tax

Tax Planning for Repatriation: A Non-Resident’s Toolkit to Returning Home With the euphoria of living abroad wearing off for many South Africans, a growing number of expatriates are drawn back by the allure of a vibrant cultural scene, inviting temperate climate, and favorable exchange rates. Delano AbdollLegal Manager: Cross-Border Taxation Khutso MakgokaLegal Consultant: Expatriate Tax

A Letter to the Taxman: Breaking Tax Ties As South Africans embark on a journey beyond our borders, the need to inform the South African Revenue Service (“SARS”) about one’s emigration is crucial for peace of mind. Khutso MakgokaLegal Consultant, Expatriate Tax READ MORE Featured in A casual note to the taxman bidding South Africa

Non-Residency and assets – what you need to know Taking the leap and ceasing your tax residency is a big step for many South Africans, who are already under the strains of their physical move abroad. This stress often leaves one in a period of limbo wondering about their assets and what happens to these

Navigating Financial Emigration: A Tax-Centric Approach for High-Net-Worth South Africans Abroad In the shimmering tapestry of expatriate life, High-Net-Worth South Africans find themselves crafting stories of success on foreign soils. Amidst the allure of international opportunities, an often overlooked chapter in their expatriate journey involves the intricate dance with tax implications rather than the broader

Navigating the Return: Key Considerations for Expatriates Heading Back to South Africa In the dynamic landscape of 2024, a growing number of South Africans who once left our local shores are now contemplating a return to their roots. The world has evolved significantly over the past few years, prompting many to reassess their choices. Michelle

Exit with Confidence: A Roadmap and Financial Strategy When Emigrating In the wake of the global skills shortage, South Africans are finding themselves in high demand globally, prompting many to contemplate a life abroad. READ MORE Featured in However, this decision demands careful consideration and necessitates a meticulously planned roadmap and exit strategy. As a

Exchange Control and Tax Residency in South Africa The South African Reserve Bank (SARB), in collaboration with various financial institutions, maintains a comprehensive record of the residency status of all South African banking customers. Lovemore NdlovuHead of SARB Engagement and Expatriate Compliance READ MORE Featured in This practice is integral to their financial surveillance and

Navigating Tax Residency: A Guide for South African Expats For South Africans who have ceased their tax residency, unlocking one’s retirement savings becomes a nuanced journey filled with complexity and uncertainty. READ MORE Khutso MakgokaLegal Consultant: Expatriate Tax, Admitted Attorney Featured in Legislative and procedural changes over the years have left expats puzzled about the