Tax Changes You Must Understand Before the Budget Hits Your Clients

The Budget Speech changes the rules — but the real risk is misunderstanding them. This session breaks down the latest tax changes and explains what they actually mean for you and your clients.

2 CPD units March 13, 2026 1 presenter

What will set you apart

By completing this course you will gain the following competencies

  • The key tax changes announced in the Budget Speech
  • Which changes take effect immediately and which do not
  • How the changes affect individuals and businesses
  • Practical implications for compliance and planning
  • Common misunderstandings that arise after the Budget
  • What to communicate to clients right away
  • How to prepare for follow-up changes and guidance

Event breakdown

  • Overview of the Budget Speech tax announcements
  • Immediate versus proposed tax changes
  • Changes affecting individuals
  • Changes affecting businesses
  • Compliance and reporting implications
  • Key effective dates and transitional issues
  • Common post-Budget misunderstandings
  • Practical guidance for client communication
  • Preparing for further legislative updates
Category: TaxationType: CPD CourseCPD category: Taxation

Description

After the Finance Minister delivers the Budget Speech, confusion often follows. This session provides a clear and practical breakdown of the latest tax changes announced in the Budget and what they mean in real terms. The focus is not on reading the speech, but on understanding the practical impact on tax calculations, compliance, and client advice. Delegates will learn which changes are effective immediately, which are proposed, and where caution is required. Designed for tax practitioners, accountants, and finance professionals, this session helps delegates respond confidently to client questions and avoid incorrect advice. By the end of the session, delegates will know exactly what actions to take and what messages to communicate to clients.

Presenters

Ettiene Retief

Ettiene Retief — Ettiene

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Taxation.

Requirements

  • Laptop, desktop, or mobile device with internet access
  • Microsoft Edge, Google Chrome, Safari, or Firefox browser