expat tax changes hugo van zyl and francois du toit

Ep. 21 – Essential update on expat tax, new issues that are being uncovered and the new directive process with Hugo van Zyl

Hugo van Zyl returns to PROpulsion for an essential update on tax for expats now that the changes are in effect since the 1st of March 2020. Hugo was a guest on episode 16 (our most popular and downloaded episode to date).

In today’s episode, we discuss:

  • What it means to be resident;
  • Announcements in the latest budget speech (26 Feb 2020) that impact South Africans working abroad or considering emigration;
  • Our opinions of how financial or formal emigration will be phased out by 1 March 2021 as announced and the processes that may apply thereafter;
  • Several problems and challenges have been identified after people tax or financially emigrated – we discuss some interesting examples from real clients;
  • The new IRP3(q) tax directive to reduce the PAYE deductible from an employee’s remuneration who works offshore by South African employers;
  • Whether an employee can apply for this directive themselves;
  • The requirements and process to apply for the directive.

Listen to the episode:

Hugo runs his own private tax practice as well as joint venture tax and formal emigration business, assisting expats, or “WEG”kaners (away Africans as fondly refers to his client base) to legally reconcile themselves as foreign resident expats with his ZA Rand wallet and retirement funds.

You can contact Hugo via Linkedin.


  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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