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Could your foreign retirement funds soon be taxed in South Africa?

In this discussion, Delano Abdoll (Legal Manager: Cross-Border Taxation) and John-Paul Fraser (Team Lead: Cross-Border Taxation) unpack how SARS’ proposed removal of the foreign pension exemption could affect expatriates, returning residents, and high-net-worth individuals with offshore retirement funds. From Double Taxation Agreements (DTAs) to the two-pot system, they reveal the risks, timelines, and urgent planning steps every client and practitioner must understand.

Topics:

00:00 - Intro
01:26 – The Removal of Foreign Pension Fund Exemptions
03:27 – South Africa’s Deficit and the Push to Increase Tax Collection
05:25 – Tax Residency Rules and the Impact on Foreign Pensions
08:22 – Public Comment Period Closing 12 September 2025
17:36 – Practical Advice for Taxpayers and Retirement Planning

#SARS #DoubleTaxation #TLAB2025

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Can SARS take money directly from your bank account?

Yes, and it is already happening. In this episode, Tax Attorney Junaid Bhayla and Associate Director and Head of Strategic Engagement and Compliance, Jashwin Baijoo, break down how tax debt arises, what triggers SARS collection, and how legal relief can protect you from criminal liability or asset loss.

Visit our website for more info: https://bit.ly/4lBwMF7

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The 31 August 2025 provisional tax deadline is fast approaching, are you prepared?

Whether you are a freelancer, expatriate, or run your own business, this episode featuring Priscilla Sefoka, Tax Administrator, and Thokozile Kumalo, Tax Consultant, will help you understand exactly what you need to do to stay compliant and avoid SARS penalties.

Need help filing your provisional tax? Contact Tax Consulting South Africa today for expert assistance: https://bit.ly/45cVV3g

#ProvisionalTax #TaxFilingSeason2025 #TaxPodcast

What You Will Learn:

00:00 – Introduction

00:56 - What Is Provisional Tax?

01:28 - Purpose of Provisional Tax

01:54 - Provisional Tax ≠ Additional Tax

02:23 - Who Qualifies as a Provisional Taxpayer?

02:50 - Legal Definition from the Income Tax Act

03:18 - Documents to Prepare for Provisional Tax

03:47 - Examples of Source Documents

04:27 - Importance of Passport Stamps

04:56 - Risks of Late Submission & Payment

05:48 - Interest and Penalties Explained

06:14 - Key Provisional Tax Deadlines

07:02 - Third Voluntary Payment Deadline

07:30 - 2026 Deadline Falls on a Sunday: What to Do

07:54 - Recommended Payment Date: 29 August 2025

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SARS is sharpening its focus on expatriate tax compliance in 2025.

In this episode Delano Abdoll, Legal Manager of Cross Border Taxation and Admitted Attorney, and Richan Schwellnus, Tax Attorney, Admitted Attorney and General Tax Practitioner unpack recent amendments to tax return filings, declaration obligations, and residency status reporting—affecting both SA expats and returning expats.

Learn the differences between Financial Emigration and Double Taxation Agreement cessation, how to ensure compliance, and what SARS is really watching in 2025: https://bit.ly/4eZQTKE.

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What You Will Learn: 

00:00 – Introduction and Key Updates from SARS

01:27 – Reinstating Tax Residency

03:30 – Who Must File Abroad & Split Return Rules

09:37 – New Forms & Compliance Risks

12:01 – Audits, Revenue Goals & Burden of Proof

14:41 – Ceasing Residency: Who Should or Should Not

17:03 – Expat Tax Exemption & Eligibility (s10(1)(o)(ii))

20:38 – Days Test & DTA Scrutiny for Rotation Workers

22:42 – Final Insights & Key Takeaways

#ExpatTaxCompliance #SARS2025Updates #SouthAfricanExpats

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Are you a South African working abroad? You may still be taxed by SARS on your global income.

In this all-new podcast episode, John-Paul Fraser (Team Lead: Cross-border Taxation) and Mornay Bornman (Admitted Attorney: Expat Tax Specialist) reveal how the Double Taxation Agreement (DTA) can be your saving grace. Whether you are a rotational worker in the Middle East or a remote earner with ties to South Africa, this episode will help you understand your legal options and tax rights.

Visit our website to see how our team supports South African expats with reliable tax solutions and full compliance while working abroad: http://bit.ly/3Is85fS

Key topics in the podcast:

00:00:00 – Introduction
00:00:50 – What is the Double Taxation Agreement (DTA)?
00:05:35 – What is the Tie-Breaker Test?
00:07:08 – Why South African Expats Should Care About Tax Residency
00:09:58 – DTA vs Financial Emigration vs Section 10(1)(o)(ii)
00:16:34 – Why Choose Tax Consulting South Africa

#SouthAfricanExpats #ExpatTaxRelief #DoubleTaxationAgreement #TaxConsultingSA

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In this SAfm interview, Tshepo Thebyane, Senior Tax Consultant at Tax Consulting South Africa, joins Jimmy Moyaha to unpack SARS’s latest digital innovation - the Express tab on eFiling - designed to simplify the tax return process for 2025.

What You Will Learn:

00:00 – Introduction
00:06 – Tax season updates from SARS
00:26 – What is Express Access?
01:05 – How it improves the eFiling experience
01:57 – Why SARS is introducing this
02:42 – Is Express Access mandatory?
03:44 – When do changes take effect?
04:52 – Key tax season deadlines

Contact us for professional tax assistance: http://bit.ly/4le2QPm

#TaxSeason2025 #SARS #eFiling

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Earning extra income in South Africa? You might be risking more than you think.

Whether you are working a second job, earning freelance income, or picking up part-time work in retirement, SARS wants its share, and it has the tools to get it. In this CapeTalk interview, Nicolas Botha, Tax Compliance Manager at Tax Consulting South Africa, explains how to stay on the right side of the law when juggling multiple income streams.

If your side hustle is serious, your tax plan should be too. Visit our website before SARS visits you: https://bit.ly/44meTnC

Key Topics Covered:

00:00 - Introduction
00:20 - Why more South Africans are turning to side hustles
01:00 - How SARS taxes extra income and freelance gigs
02:16 - Declaring cash income and common mistakes to avoid
04:00 - What retirees need to know about post-retirement jobs
07:08 - Should you register a business for your side hustle?

#SideHustleTax #SARSCompliance #TaxTipsSA

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In this interview with Radio 786, Jashwin Baijoo (Associate Director and Head of Strategic Engagement and Compliance) at Tax Consulting South Africa, unpacks SARS’ record R2.3 trillion revenue collection.

Key topics include:

• How SARS' modernisation strategy, driven by AI and automation, has improved efficiency.
  
  
• The role of the Compliance Programme in identifying and acting on deliberate non-compliance.
  
  
• The VAT increase, and how SARS is protecting against revenue leakage through audits and verification.
  
  
• Relief mechanisms available for financially distressed taxpayers.
  
  
• Why enhanced collection capabilities may be more effective than blanket tax hikes.

For more information, read the full article: https://bit.ly/3Y0dgZv

#SARS #TaxCompliance #SouthAfricanTax #RevenueCollection #VAT #Radio786 #TaxConsulting

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