SERVICES
Our qualified consultants are on hand to help keep your tax affairs in order.
Save time and stress by talking to our team today.
Income Tax Registration
If you haven't yet registered for tax in South Africa, we will register you for tax with SARS and obtain your tax number. This is the first step in regularising your tax affairs.
E-filing Registration
SARS requires you to have a South African bank account in order to register for e-filing. We will open a new bank account on your behalf and register you for e-filing services.
Tax Return
Your tax returns must be filed every year with SARS. We will compile the information required and submit on your behalf to ensure your affairs are kept in order.
Tax Residency Certificate
We will assist you in obtaining a Tax Residency Certificate to confirm to SARS that you are tax resident in another country.
Financial Emigration
We will walk you through the process of financial emigration from South Africa, obtaining your required clearances from SARS and the Reserve Bank.
Encashing Retirement Annuity Funds
Acting as the liaison for your insurance companies, we will work to release your funds for overseas transfer from South Africa.
International Tax Planning
Planning your affairs early on is essential to minimise your future tax exposure. We provide independent advice to ensure you get the best results.
Wealth Planning
We provide you with a one-stop solution for all your personal & business wealth planning needs including:
- Risk Assessment of your Assets
- Advice on how to structure your Assets
- Offshore Structures including Trusts and Companies
- Which International Banks to use
- Currency Solutions
- Guidance on International Tax Planning
- Estate & Inheritance Planning
- Residency Planning
Meet Our Tax Experts
Lafras Moolman
Tax Partner
Lafras Moolman CA(SA), BCom is a qualified Chartered Accountant and graduate of Stellenbosch University where he obtained his Bachelor of Commerce Financial Accounting.
He is currently a partner at GBG Chartered Accountants and South African Expat Tax (Pty) Ltd where he consults extensively on corporate tax, personal tax, estate planning and provides financial emigration support.
In addition, he is a qualified B-BBEE auditor.
Peter Whatley
Tax Partner
Peter Whatley CA(SA), BCom is a qualified Chartered Accountant with a Postgraduate qualification in Taxation.
He is a partner at Gulf Tax Accounting Group, South African Expat Tax (Pty) Ltd and is a former Tax Inspector.
He has extensive Direct and Indirect Tax experience obtained at the South African Revenue Service and in public practice.
He was a Tax & Audit Partner at Grant Thornton, providing corporate tax, personal tax and estate planning support. He has held senior finance leadership positions with several well-known Groups in South Africa, Qatar and the UAE.
Bill Anderson
Wealth Partner
Bill Anderson, FCCA is a UK Fellow Chartered Certified Accountant. He is Managing Partner at Business Improvement Group and Chief Strategy Officer at GTAG (Gulf Tax Accounting Group) and sits on the boards of Huriya Private & Emirati Group.
He was the former Global CFO at Royal Bank of Scotland (RBS) Corporate Banking Division overseeing their Global operations and also formerly Head of Internal Audit. He established a Wealth Management practice in 2008 which won Irish Financial Advisory Firm of the Year in 2014 & 2015.
FAQ
The change affects all South African expats who are seen as being tax resident in South Africa.
Tax residency is not linked to where you are domiciled. See this post for further details.
This is a non-exhaustive list which includes the following:
- Basic Salary
- Allowances such as Housing and Education
- Medical Insurance
- Annual airfare tickets provided by employer and Travel Allowances
- Company contributions to Medical Insurance and Retirement Benefits
- Provision of free housing and transport such as bus or company car
- Gratuity or End of Service Benfits
- Bonuses
- Commissions
Get your tax status changed to being non-SA Tax Resident.
Yes. At the time at which you become non-Tax Resident, you will pay Capital Gains Tax on your worldwide capital assets with the exclusion of South African real estate.
Yes. You need to regularise your tax affairs and declare all income to SARS regardless of your location.
South Africa is party to the Common Reporting Standards (CRS) in terms of which banks are obliged to globally exchange information to tax authorities. Having a second passport will not prevent SARS from connecting your identity.
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