South African Expat options in lieu of the new tax changes on foreign employment income
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South African Expat options in lieu of the new tax changes on foreign employment income

Should you formally emigrate?  Is financial emigration the best route or can South African expats rely on Double Taxation Agreements (DTAs)?  The changes to Section 10(1)(o)(ii) of the Income Tax Act is looming for South Africans working abroad.  With just more than twelve months to go, South African expats are scrambling to determine what their…

The Infinity CPD Membership for Financial Professionals
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The Infinity CPD Membership for Financial Professionals

Our online platform, Circulus Online, launched the Infinity CPD Membership in July 2018 with the purpose of providing financial professionals with the best content at the best price to enable their continued professional development. All content has one aim. To grow your business. All CPD content, programs, and courses are designed and built to achieve this. That is what makes…

Session Privée for Financial Professionals
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Session Privée for Financial Professionals

On Thursday 20 September 2018 we launched our brand new offering called Session Privée.  Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance is limited to only 8…

Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements
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Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements

The FSCA published a new consultation paper on “Exemption of Services under Supervision” dated 31 July 2018. We highlight the proposed changes that impact the Fit and Proper requirements specifically.  The paper addresses more than just the Fit and Proper requirements and we will provide more details in a follow-up article. You can download the consultation…

The different LinkedIn strategies we use
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The different LinkedIn strategies we use

LinkedIn is, by far, my favorite social networking platform when it comes to building professional relationships, providing value to others and marketing my business and services. I am always looking at the different ways people act, engage, talk and post on the platform. I am always learning from what others are doing. Over time I…

Latest proposed Income Tax changes affecting individuals
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Latest proposed Income Tax changes affecting individuals

The draft Taxation Laws Amendment Bill, 2018 has been published on 16 July 2018. A number of changes that were not discussed in the budget speech and that will impact individual taxpayers, have been proposed. We will focus on 3 specific changes: Changes to the Medical Tax Credits regime; Tax treatment of transfers to pension…

Is avoiding our client’s income tax position costing us?
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Is avoiding our client’s income tax position costing us?

The majority of financial planners I have the privilege to engage with say they avoid the area of income tax when it comes to their clients’ planning. Why?  They believe it is a specialist field that is best when left to tax practitioners and accountants. They believe it is a high-risk area due to its…

Are you a Financial Planner to Healthcare Practitioners?
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Are you a Financial Planner to Healthcare Practitioners?

Did you know? Recently, a number of Financial Planners have contacted me regarding planning for Healthcare Practitioners. Their questions included: A doctor wants to explore options to reduce his tax liability. Can he register a Private Company? If so, would this be tax-efficient? A family member of the Healthcare Practitioner wants to invest in her…