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Capital Gains Tax Mistakes That Leave Individuals With Big Tax Bills

CGT mistakes often only surface when an individual sells a property, business, or investment. This session helps accountants understand where individual CGT goes wrong and how to avoid tax shocks that damage client trust.

Date:

11 June, 2026

Time:

14:00

Hours:

1 hour

CPD Units:

2

Category:

Taxation

Group:

Channel 2: Growth

Format:

Live Event

R230,00 VAT incl.

Product Information

Individual CGT is often underestimated or misunderstood until SARS issues an assessment. By then, clients are angry, and the damage is done.

This session focuses on CGT in everyday individual transactions, such as property sales, investments, and business disposals. It explains when CGT applies, what exemptions really mean, and where planning usually fails.

The session is practical and clear. Delegates will learn how to identify CGT risk early, explain tax outcomes to clients in simple terms, and avoid mistakes that lead to unexpected tax bills and disputes.

Presenter/s

Ettiene Retief – Tax Specialist, Professional Accountant (SA), Professional Tax Specialist (SA), M.Inst.D, CPA, AFA MIPA

What will set you apart

By attending this event, delegates will learn:

  • Understand how Capital Gains Tax (CGT) is triggered for individuals
  • Identify common errors in CGT calculations and reporting
  • Spot potential CGT issues before transactions are finalised

Event breakdown

  • When CGT applies to individuals
  • Common CGT mistakes in practice
  • Property, investments, and business sales
  • Exemptions and where they are misunderstood
  • Identifying CGT risk early
  • Managing client expectations
  • Practical CGT planning tips

Certificate

The following event is awarded 2 CPD units in Taxation.