Tax Happy Hour - Asset-for-Share Deals That Go Wrong and Attract SARS Attention
Delegates will learn how these transactions work in reality, what tax rules must be met, and where planning usually breaks down.
1 CPD unit March 19, 2026 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Understand how these transactions work in practice
- Learn the key tax rules that must be complied with
- Identify common areas where tax planning typically breaks down
Event breakdown
- Why asset-for-share deals attract SARS
- Tax rules that must be met
- Common planning mistakes
- Documentation failures
- How SARS challenges these deals
- Identifying risk early
- When to escalate
Category: TaxationType: CPD CourseCPD category: Taxation
Description
Asset-for-share deals often look clean on paper, but SARS regularly challenges them after the fact. When this happens, clients face unexpected tax, penalties, and long disputes.
This session focuses on asset-for-share transactions in the real tax environment. It explains why SARS scrutinises these deals, where documentation and planning fail, and how misunderstandings around “tax-neutral” treatment create exposure.
The session is practical and cautionary. Delegates will learn how to spot risky structures early, understand the tax conditions that must be met, and know when specialist input is required. The aim is to help accountants protect clients and avoid being blamed when restructures unravel.
Presenters
Johan Heydenrych — Johan
You will earn a certificate
On successful completion you will receive a certificate for 1 CPD unit in Taxation.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser