2018 SAICA Complimentary Tax Bill Update - Seminar
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Who Should Attend

The seminar is aimed at financial planners, financial managers, auditors and advisors as well as anyone involved in business management and / or taxation.

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Overview

The tax environment in South Africa remains a fast changing environment and keeping up with the latest developments are crucial for business and practitioners. The 2018 year includes three amendment Bills as well as a number of court cases and interpretation notes and guides issued by SARS. The VAT rate was increased from 14% to 15% on 1 April 2018, and as a result a panel has reviewed the current list of zero-rate items for VAT. This half day seminar will provide a practical overview of the important 2018 tax bill amendments, as well as the tax cases, interpretation notes, and other tax publications that arose during the year.

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Programme
08:00 -08:30 Registration
08:30 - 10:30 Seminar starts
10:30 - 11:00 Tea break
11:00 - 12:30 Seminar continues
13:00 - Seminar ends

Johannesburg extended programme:
Part 1
07:30 - 08:30 - Registration
08:30 - 10:30 - Seminar starts
10:30 - 11:00 - Tea break
11:00 - 13:00 - Seminar continues 
Part 2
13:30 - 15:00 - Court Cases, Rulings, Important SARS Guides, Returns and Process updates
15:00 - 16:30 - IFRS9 & the tax impact in light of the amendment to section 11(j) of the ITA
16:30             - Seminar ends


*The Tax Update will cover important Court Cases in all regions. However, in the bigger regions, our sponsors, RSM will cover these in more detail and i9 Partners have also volunteered their time to cover IFRS9 in light of the proposed section 11(j) amendment.
Those who are in the smaller regions may still join in for these sessions via webcast.  Follow these links to book: 19 November 2018 and 22 January 2019.
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Topics
  • Changes relating to natural person taxpayers
  • Flexibility for the treatment of retirement fund transfers and withdrawals
  • Fringe benefit exemption for lower-income employees who receive a loan from their employer for low-cost housing
  • Refinements and clarification for the conversion of debt to equity
  • The refinement of the interaction between the anti-avoidance rules for dividend stripping with corporate re-organisation rules
  • Inserting rules addressing the use of trusts to defer tax or re-characterise the nature of income
  • Dividend stripping and preference shares
  • Tax treatment of doubtful debts
  • Tax implications of fruitless and wasteful expenditure in respect of public entities
  • Postponement of provident fund annuitisation
  • Amendments to the Venture Capital Company investment incentive
  • Amendments to Tax Administration
  • Extension of the Employment Tax Incentive
  • Latest on VAT and zero-rated items
  • Other amendments to the Tax Administration Act

Important principles regarding the 2018 court cases and rulings will also be covered, as well as the latest reports of the Davis Tax Commission.

In Johannesburg, Pretoria, Cape Town and Durban, additional content as noted in the above programme will be presented to attendees. Others may join via webcast, by request. Both the Johannesburg and Pretoria sessions will be webcast nationally.

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Speaker

Wessel Smit - BCompt (Hons), HDip, Tax MCom (Taxation), CA(SA)
Wessel is an independent tax consultant and director at Core Tax (Pty) Ltd. He has extensive experience in presenting taxation courses, advising on taxation issues and experience in the writing and reviewing of technical learning material. Previously he was a senior tax lecturer at the University of the Free State and during 2012 and 2013 lectured taxation to the CTA students at the University of Johannesburg. He was a member of SAICA's National Tax Committee for 9 years and is currently a member of the SAICA Tax Administration Act Sub-Committee. Wessel has, to date, presented more than 200 tax related seminars.

Rosh Segal, co-founder and director of i9 Partners 'the IFRS 9 company'
Rosh is co-founder of i9 Partners 'the IFRS 9 company' together with Laurence Milner. i9 Partners is a specialist on providing the automation capability to companies and audit firms to calculate Expected Credit Loss provisions as required by IFRS 9. Previously he was co-founder of CQS in 1994 and finally exited in 2017 after 24 years. He was responsible for bringing CaseWare into South Africa and designing and building the products and templates that automated the audit process including IFRS reporting. At CQS he was also responsible for innovation and bringing ACL Data Interrogation software and several other products into CQS and building out their capability to suit the South African market. He has been on CaseWare Internationals product advisory team for much of this time. He was a founding member of XBRL South Africa and served on SAICA's IT committee for many years and has been a guest lecturer at several South Africa universities. Rosh is a Chartered Accountant who articled at Grant Thornton and then Deloitte Corporate finance. His focus is on creating products that empower accountants and auditors in the new digital age.


Laurence Milner, co-founder and director of i9 Partners 'the IFRS 9 company'
Laurence is CEO of CEEi (pronounced C I), a South African leader in Credit Intelligence and co-founder and Director of i9 Partners 'the IFRS 9 company'. He is a Chartered Accountant with 25 years experience credit and outsourced services, with among others 8 years with Moody's in Europe and South Africa and 12 years with the FirstRand group. While at Moody's and FirstRand he was on many design or advisory teams around credit risk and loss modelling software and the data and techniques required to perform Expected Credit Loss calculations efficiently and reliably. He runs CEEi which performs hundreds of these calculations a week for major SA and global Financial Institutions and corporations on an outsourced basis and also consults to banks, asset managers and corporations globally.


Dieter Schulze, Regional Chief Executive Officer, RSM
Dieter is the Regional CEO of the Cape Town office, a position that he has held since 2011. His professional career began at the firm in 1985. Dieter is an experienced presenter of tax related training and has presented on a number of national and international tax topics at numerous seminars and other training events throughout South Africa. Much of Dieter's professional career has involved acting as an advisor to Owner Managed Entities and Family Owned Businesses. Currently he is mainly engaged in a wide range of consulting services including national and international tax consulting and structuring.

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Dates And Venues
DateRegionVenueBooking
Mon, 12 NovBloemfonteinIlanga Estate Closed
Tue, 13 Nov KimberleyFlamingo casinoClosed
Thu, 15 Nov Cape TownCTICCClosed
Fri, 16 NovPort ElizabethElizabeth placeClosed
Mon, 19 NovPretoria CSIR ICCClosed
Mon, 19 NovWebcastWebcast half dayClosed
Mon, 19 NovWebcastWebcast full dayClosed
Tue, 20 NovNelspruitProtea Hotel NelspruitClosed
Thu, 22 NovJohannesburgEmperors palaceClosed
Fri, 23 Nov Polokwane Fusion boutique hotelClosed
Tue, 27 NovKlerksdorpVilla Maria GuesthouseClosed
Wed, 28 Nov DurbanSouthern Sun MaharaniClosed
Tue, 22 Jan 2019JohannesburgIndaba hotel & spa Reserve a place
Tue, 22 Jan 2019WebcastWebcast half dayReserve a place
Tue, 22 Jan 2019Webcast Webcast full dayReserve a place
Wed, 23 Jan 2019East London East London Golf ClubReserve a place
Thur, 25 Jan 2019GeorgeFarm & fellows guesthouseReserve a place
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CPD

This presentation counts towards a maximum of 4 to 7 hours of verifiable CPD. Please record your CPD hours on the CPD system accessible via the SAICA website, alternatively please bring your membership card to the presentation.

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How To Enrol

Book Online: Please note that the 'Book Online' button is disabled as you will need to be logged in to register for the event.
Log In: To log in, you will need your username and password.
Username and password: If you are a SAICA member or a non-member having attended a SAICA event previously, you would automatically have been assigned a username and password. If you have forgotten your username, please call the SAICA Contact Centre for assistance.
Register as a website user: If you are not a SAICA member or have never attended a SAICA event, you will need to register as a new user on the website. Your login details will be emailed to you and after you have updated your details you will be able to register for the event.
Add multiple attendees: If you would like to add multiple attendees, you will be required to log in and have the ID numbers or SAICA membership numbers of the attendees you wish to register. If you enter an ID number that does not exist on the database, it is a quick process to register the delegate as a user first and then add them as an attendee.
Bill to company: If you would like your company to be billed for the event, please ensure that the 'Work Company' details under your profile are correct.

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Investment / Fee
TypeAmount
MemberR 0,00
Non member R 900,00
Non member (full day)R 1 250,00
Webcast - non memberR 250,00
Webcast - non member (full day)R 400,00
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Terms And Conditions

Standard Terms and Conditions of Business

Introduction
These terms and conditions will apply to all bookings for a seminar or conference or workshop or webcast or similar event organised or to be organised by SAICA or any of its Representatives and marketed as such ('Event'). All bookings will be subject to a confirmation by SAICA and once confirmation of a booking has been sent the booking will be confirmed.
  1. Bookings and Confirmations
    1. Bookings can only be done online. Once submitted such booking shall be deemed to be confirmed and as such, SAICA's payment and cancelation terms as set in clauses 3 and 5 below shall apply.
    2. SAICA shall generate and send a tax invoice to the booked delegate as further confirmation of the booking.
    3. If an individual has booked an Event but does not receive an invoice until 3 (three) working days prior to the Event date, it is the responsibility of the individual to contact the SAICA Call Centre on 011 621 6600 or 0861 SAICA and follow-up on the booking.
  2. Payment and Refunds
    1. Payment for bookings shall be made in advance.
    2. The price of the Event will be the price displayed under the Fees section of the brochure. The price shall include Value Added Tax.
    3. After payment is made, individuals must submit their proof of payment, clearly stating the invoice number that appears on the invoice. Proof of payment should be emailed or faxed to the person whose name and contact details appear under the Contact Details section of the brochure or alternatively emailed to debtors.se@saica.co.za.
    4. Proof of payment must be submitted no later than 2 (two) working days prior to the date of an Event. Individuals who have booked within 7 (seven) or less working days prior to the date of an Event must produce proof of payment on the day of the Event unless proof of payment was submitted to, and receipt thereof was confirmed by, SAICA.
    5. Payment shall be made by electronic funds transfer, or direct deposit to a bank account to be designated on the invoice, or by credit card payment using the payment facility on the SAICA website.
    6. Individuals shall not be entitled to receive a refund of the Event fee except in circumstances where -
      1. there was an overbooking by SAICA;
      2. or the Event was cancelled.
  3. Cooling-off Period
  4. All payments by means of an electronic transaction shall be subject to section 44 (Cooling-Off Period) of the Electronic Communications and Transactions Act No 25 of 2002, as amended. As such, individuals shall be entitled to cancel this agreement without reason or penalty within 7 (seven) days after the date of the booking.
    1. If the cooling-off period under clause 7.1 does not apply, and a person is a consumer protected by the Consumer Protection Act No 68 of 2008 and the person makes a booking as a result of direct marketing, then that person shall be entitled (under section 16 (Consumer's right to cooling-off period after direct marketing) of the Consumer Protection Act) to cancel this agreement within five (5) business days after the date of the booking by completing and sending to SAICA the notice attached hereto as Annexure A.
  5. Cancellations
  6. Individuals wishing to cancel a booking must send a written cancellation notice to the person whose name and contact details appear under the Contact Details section of the brochure. Telephonic cancellations will not be accepted.
    1. All cancellations received less than 8 (eight) calendar days prior to the date of the Event shall incur a cancellation fee of 50% (fifty) percent of the Event fee.
    2. Individuals who have booked for an Event but fail to cancel, or transfer (in accordance with 7 below) or substitute (in accordance with 6 below) a booking shall remain liable for the booking and as a result thereof forfeit the Event fee.
    3. No cancellation fee shall be levied by SAICA on cancellation of a booking for reasons of death or hospitalisation.
    4. Failure to a) cancel within 4 working days of the event and/or; b) not show up at a free event; shall attract an administration fee of R350 free events and R650 for paying events.
  7. Substitutions
    1. Individuals are entitled to substitute bookings that have been confirmed. Only written substitution requests will be considered. Telephonic requests for substitution will not be accepted.
    2. A request for substituting an individual for another must be submitted to SAICA in writing 24 (twenty four) hours before the date of the Event. No late substitution requests will be considered. Requests for substitution must be sent to the person whose name and contact details appear in the Contact Details section below.
    3. Non-members who substitute a member will be liable for the difference between the member Event fee and non-member Event fee.
  8. Transfers
    1. Requests for the transfer of a booking to a different Event venue or Event date or different Event ('Transfer') shall be made in writing to SAICA. Requests for Transfers must be made to the person whose name and contact details appear in the Contact Details section below. Telephonic transfers will not be accepted.
    2. No charges will be levied for a Transfer unless a request for a Transfer is received 15 (fifteen) working days after the first booking, in which case an administration fee of R300 (three hundred rand) shall be charged..
    3. Transfer requests received within 3 (three) working days prior to the Event date shall be subject to a charge amounting to 50% (fifty percent) of the Event fee.
  9. Limitation of Liability
    To the extent allowed by law, SAICA shall not be liable to any person whatsoever in respect of any loss or damage caused by or arising from any fact or circumstance beyond the reasonable control of SAICA, or which is consequential or incidental or damage of whatever nature and howsoever arising from or in connection with any booking. To the extent allowed by law, SAICA's liability shall in any event and under all circumstances be limited to the refund of the Event fee.
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Contact Details
Email: saica@saica.co.za
Tel: 011 621 6600
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