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Articles tagged as "SARS"

Insights categories - Personal investing

Tap into tax benefits this February

By Carla Rossouw on 01 Feb 2024

Reading time: 15 mins

The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...

Insights categories - Retirement

Offshore toolkit part 2: Unpacking South African tax obligations for non-resident living annuitants

By Ebrahim Southgate on 20 Oct 2023

Reading time: 7 mins

South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...

Insights categories - Personal investing

Offshore toolkit part 1: Understanding your tax obligations on leaving South Africa

By Carla Rossouw on 20 Oct 2023

Reading time: 10 mins

In part 1 of our Offshore toolkit series, Carla Rossouw, head of Tax, untangles the tax complexities you may encounter when you end your tax residency and...

Insights categories - Personal investing

Are you ready for the 2023 tax-filing season?

By Meagan Fraser on 06 Jul 2023

Reading time: 11 mins

It is important for taxpayers to understand their filing obligations so that they can ensure compliance. Meagan Fraser covers the key dates to be aware of fo...

Insights categories - Personal investing

Unpacking the changes to the retirement fund lump sum tax tables

By Carrie Norden on 11 Apr 2023

Reading time: 12 mins

To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...

Insights categories - Personal investing

Tax tips as we head into the 2023 tax season

By Carla Rossouw on 31 Jan 2023

Reading time: 11 mins

The end of February sees the tax year draw to a close – an opportune time to ensure that your tax affairs, and tax details, are up to date, and to consider...

Insights categories - Personal investing

Are you ready for the 2022 modernised tax-filing season?

By Liezl Alberts on 07 Jul 2022

Reading time: 11 mins

As SARS rolls out changes to simplify and shorten tax-filing season, tax specialist Liezl Alberts reviews what has changed this year and outlines who must fi...

Insights categories - Personal investing

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

Reading time: 11 mins

The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...

Insights categories - Personal investing

Understand the new rules around citizenship, exchange control and tax residency

By Carla Rossouw and Jaya Leibowitz on 03 Aug 2021

Reading time: 19 mins

The concept of “emigration”, as recognised by the Financial Surveillance Department of the South African Reserve Bank (SARB), has been phased out, with effec...

Insights categories - Personal investing

Do I need to file an income tax return for the 2021 tax year?

By Liezl Alberts on 01 Jul 2021

Reading time: 9 mins

The South African Revenue Service (SARS) continues to focus on introducing online and digital services, simplifying the tax-filing process, and making it...

Insights categories - Personal investing

Understand your total tax liability if you have multiple sources of income

By Carla Rossouw on 15 Jan 2021

Reading time: 7 mins

If you have multiple sources of income, you must ensure that the correct tax rate is being applied by your employer and/or annuity provider – or you could be...

Insights categories - Personal investing

Should I file a tax return for the 2020 tax year?

By Carrie Norden on 31 Jul 2020

Reading time: 9 mins

In response to COVID-19, the South African Revenue Service (SARS) has tried to simplify the tax filing process for individual taxpayers and remove the need t...

Insights categories - Personal investing

New tax laws for expats

By Carla Rossouw on 03 Mar 2020

Reading time: 10 mins

The laws around tax for South Africans who live and work abroad have changed and it’s important to work out whether or not you are now expected to pay tax on...

Insights categories - Personal investing

Unravelling your residencies – exchange control, tax and citizenship

By Sunèl Delport and Mlulami Nxele on 10 May 2019

Reading time: 15 mins

South Africans who live and work abroad are not currently subject to income tax on the income they earn outside of South Africa, provided they spend more tha...

Insights categories - Offshore investing

Simplifying offshore investing

By Julie Campbell on 25 Jan 2019

Reading time: 11 mins

Over the years, South African exchange control regulations, which limit the amount that you can transfer or invest abroad, have been relaxed considerably. Th...

Insights categories - Personal investing

Don't get caught short this tax season

By Carrie Norden on 31 Aug 2018

Reading time: 4 mins

With the tax season deadlines brought forward by a month this year, it’s time to get your supporting documents ready and to do your return. Uncertainty actin...

Insights categories - Retirement

Retiring or withdrawing? Think carefully before sending us the form

By Carrie Norden on 05 Sep 2017

Reading time: 5 mins

After a lifetime of work retirement is often a welcome change of pace, but many people rush into a decision to retire or withdraw from their retirement fund....

Insights categories - Personal investing

How to maximise tax benefits before the end of the tax year 2016

By Carla Rossouw on 31 Dec 2016

Reading time: 8 mins

Every year at around this time – ahead of the end of the tax year in February – we remind investors to think about taking advantage of some of the incentives...

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