Immigration and Taxation – 8 April 2025

Helping clients move abroad? You could be exposing them—and your practice—to costly tax mistakes. Whether it’s emigration, tax migration, or just relocating for work, SARS is watching closely. This webinar shows you how to keep your clients (and yourself) out of trouble when they change their tax residence. We’ll break down what happens when clients change where they live—or where they’re taxed—and how you can use smart planning and Treaty rules to avoid double taxation and penalties.

Date:

8 May, 2025

Time:

09:00

Hours:

3 hours

CPD Units:

Category:

Taxation

Group:

Channel 2: Growth

Format:

Live Event

Immigration and Taxation - 8 April 2025 - Image 2

Out of stock

Product Information

Changing your tax residence can trigger huge tax consequences, including capital gains exit taxes, lost deductions, and messy double taxation. And fixing these mistakes later? It’s expensive and often impossible.

This session helps tax practitioners and business advisors confidently guide clients through the tax side of immigration or relocation—whether for retirement, work, or lifestyle reasons. You’ll get clear tools to determine tax residence, apply Treaty rules, and flag risks early. This is not textbook theory. It’s practical insight you can bill for—and that protects your clients from disaster.

What will set you apart

By attending this webinar you will gain the following competencies

How to spot the difference between immigration and change of tax residence (they’re not the same)
Where the real SARS traps lie—and how to avoid triggering exit taxes or audit flags
How to use tax Treaties when clients are tax-resident in more than one country
Practical steps to avoid double taxation and protect your clients’ cash
Real-world mistakes to avoid—the kind that cost clients (and accountants) big money

Event breakdown

Ordinary residence vs physical presence test
Immigration vs change in tax residence: what really matters
Treaty tie-breaker rules: when you’re tax-resident in two countries
Source-based vs worldwide income: how this changes everything
Common triggers for exit tax (and how to prepare)
Income-specific rules: salaries, pensions, business profits, investments
Planning ahead: what to do before the client moves
Avoiding double taxation legally and smartly
Top risks and pitfalls—and how to charge for helping clients dodge them

Certificate

The following event is awarded 3 CPD units in Taxation.

Presenter/s

Ettiene Retief

Ettiene Retief ia a distinguished tax specialist, Ettiene contributes to policy and governance, leading national tax initiatives and advising internationally.