Zoom Webinar
Live Seminar

How To Remove Your Retirement Assets From South Africa

How To Use Your International Status To Mitigate The Tax You Pay

When:

Wednesday, April 26, 2023

Time:

2.00 pm Central European Summer Time / Central Africa Time

Location:

Share this event

Register Your Place Today!

Don't miss out on this exclusive webinar. Book your place today.

If you cannot make it to the live webinar, register your place and we will send you a recording of the presentation after the event.

Don't miss out on this exclusive webinar, get your ticket today!

By completing this form, you are registering your attendance at this webinar and you consent to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth right arrow icon yellow
Thank you!
You are now registered to attend this webinar. You will receive an email from us confirming your place (please check your spam if it doesn't show up in your inbox).

You will also receive a confirmation email from Zoom with the same details, just in case.

Thank you and hope you find the webinar useful.
Oops! Something went wrong while submitting the form

Registration Has Finished

Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.

Watch RecordingBrowser recordings

Register Your Attendance Today!

Don't miss out on this exclusive webinar. Book your place today.

If you cannot make it to the live webinar, register your place and we will send you a recording of the presentation after the event.

Don't miss out on this exclusive live event, book your place today!

By completing this form, you are registering your wish to be invited to this exclusive network event and you consent to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth right arrow icon yellow
Thank you!
You are now registered to attend this live event. You will receive an email from us confirming your place (please check your spam if it doesn't show up in your inbox).

Thank you and we look forward to seeing you there.
Oops! Something went wrong while submitting the form

Registration Has Finished

Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.

Watch RecordingBrowser recordings

An In-Depth Look At South African Tax Residency Rules

Once you make the decision to leave South Africa, your ‘expat’ status immediately opens up numerous investing opportunities.  It also impacts your wealth back home too.

Webinar Topic: Understanding the tax implications and options available for South Africans when extracting South African Annuity accounts, Retirement Accounts and Preservation funds from South Africa after its recent grey listing with the Financial Action Task Force.

Whether you have been based outside of South Africa for decades, or just made the leap to your new expat life there are a host of key benefits to your new life, namely in the way you save and invest for the mid-long-term future.

Join us on this free informative webinar where we will be diving into various topics an expatriate South African need to be made aware of.

This exclusive webinar will cover:

  • What is a Retirement Annuity?
  • Tax on lump sum Retirement Annuity
  • What is tax emigration?
  • How do you cease being a South African tax resident?
  • How do you encash a Retirement Annuity in South Africa?
  • What if you left South Africa years ago?

Your Event Speakers

Our webinar ‘An In-Depth Look At South African Tax Residency Rules’ will be held by Skybound Wealth’s planner, Christopher Bowler and Callum Murphy. They will be joined by Fiduciary Specialist, Mathys Briers-Louw and Tax Specialist, Hugo Van Zyl.

Christopher Bowler

Senior Financial Planner

Chris began his journey with Skybound working for numerous years in our Geneva, Switzerland office. Since returning to the UK and joining the specialist worldwide team he has developed an extensive range of clients from all over the globe. He advises on all aspect of financial planning whilst his clients are living and working overseas.

Mathys Briers - Louw

Lawyer, FOREX, Fiduciary Specialist

Mathys Briers-Louw is a South African admitted attorney with a BComm (Law) and LLB degree from Stellenbosch University. Mathys also obtained an LLM in Transnational Business Practice from the University of Pacific, McGeorge School of Law in the USA, with distinction. Mathys is based in Stellenbosch, South Africa and takes care of legal matters, exchange control, and international money transfers. Mathys heads up an independent trust company, Taxforum Fiduciary Services, in SA, assisting clients with trust registration, amendments, administration, and compliance.

Hugo Van Zyl

Chartered Accountant and Tax Adviser

Hugo van Zyl is a Charted Accountant and Charted Tax Adviser, holds a Masters in tax and is based in Cape Town and Dubai. Hugo founded the private tax practice (Taxforum) 30 years ago and in 2001 the joint venture tax emigration and expat business (known as Taxforum Wegkaner). Hugo’s mission is to assist expats or “WEG”kaners (away Africans) with cross border tax and exchange control advice.. Today, not only serving SA Expats, Hugo takes pride in supporting his colleagues and financial planners and asset managers.

Mallard Club Event Partners

Callum Murphy

Financial Planner

As a Financial Planning Consultant, covering all regions of the world, Callum reviews the position of his clients, providing advice with an international focus and allowing access to secure offshore solutions and beneficial currency holdings.

Christopher Bowler

Senior Financial Planner

Chris began his journey with Skybound working for numerous years in our Geneva, Switzerland office. Since returning to the UK and joining the specialist worldwide team he has developed an extensive range of clients from all over the globe. He advises on all aspect of financial planning whilst his clients are living and working overseas.

Mathys Briers - Louw

Lawyer, FOREX, Fiduciary Specialist

Mathys Briers-Louw is a South African admitted attorney with a BComm (Law) and LLB degree from Stellenbosch University. Mathys also obtained an LLM in Transnational Business Practice from the University of Pacific, McGeorge School of Law in the USA, with distinction. Mathys is based in Stellenbosch, South Africa and takes care of legal matters, exchange control, and international money transfers. Mathys heads up an independent trust company, Taxforum Fiduciary Services, in SA, assisting clients with trust registration, amendments, administration, and compliance.

Hugo Van Zyl

Chartered Accountant and Tax Adviser

Hugo van Zyl is a Charted Accountant and Charted Tax Adviser, holds a Masters in tax and is based in Cape Town and Dubai. Hugo founded the private tax practice (Taxforum) 30 years ago and in 2001 the joint venture tax emigration and expat business (known as Taxforum Wegkaner). Hugo’s mission is to assist expats or “WEG”kaners (away Africans) with cross border tax and exchange control advice.. Today, not only serving SA Expats, Hugo takes pride in supporting his colleagues and financial planners and asset managers.

Callum Murphy

Financial Planner

As a Financial Planning Consultant, covering all regions of the world, Callum reviews the position of his clients, providing advice with an international focus and allowing access to secure offshore solutions and beneficial currency holdings.

Register Your Place Today!

Don't miss out on this exclusive webinar. Book your place today.

If you cannot make it to the live webinar, register your place and we will send you a recording of the presentation after the event.

Don't miss out on this exclusive webinar, get your ticket today!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
webinars@skyboundwealth.com

Webinar starts in:

00
:
00
:
00
:
00

Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Request A Call Back

By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth phone icon yellow
Thank you!
Your call back request has been received and we will arrange for a member of our team to call you at your desired time.
Oops! Something went wrong while submitting the form