Immigration and Taxation
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.
3 CPD units May 8, 2025 1 presenter
What will set you apart
By completing this course 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
Category: TaxationType: CPD CourseCPD category: Taxation
Description
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.
Presenters
Ettiene Retief — Ettiene
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Taxation.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser