financial-planning-for-south-african-expats-tax-mitigation-strategies

Financial Planning For South African Expats: Tax Mitigation Strategies

The 2020 reforms to the South African Income Tax Act removed the exemption on tax on foreign income for many South Africans living abroad, exposing them to a new tax liability. This has caused many expats to seek legal tax mitigation solutions. With financial emigration a last resort solution which is unsuited to the majority…

financial-planning-for-south-african-expats-financial-emigration

Expat financial advice, Financial Planning For South African Expats: Financial Emigration

Most South Africans living abroad will be aware of reforms to the so-called ‘expat tax’ introduced this year by the South African Revenue Service (SARS). Until March 2020, income earned in a foreign country by South African expats was not subject to South African tax providing certain conditions were met with regards to residency and…

financial-planning-for-south-african-expats-double-taxation-agreements

Financial Planning For South African Expats: Double Taxation Agreements

With the removal of the exemption from tax on foreign income as of 1st March 2020 many South African expats have been drawn into the South African Revenue Service’s (SARS) net. Any South African classed as non-resident according to the ordinary residence and physical presence tests will now be taxed at the relevant marginal tax…

how-to-work-out-if-you-are-tax-resident-in-south-africa

How To Work Out If You Are Tax Resident In South Africa

South African expats can find it confusing to work out whether they are South African residents. This has become particularly pertinent in 2020 following changes to the so-called expat tax which have removed the exemption from tax on foreign income for South Africans living abroad. The South African Revenue Service (SARS) assesses liability for tax…

2020-tax-planning-for-Australian-expats-considerations-when-returning-to-Australia

2020 Tax Planning For Australian Expats: 8 Important Considerations When Returning To Australia

Infinity recently hosted a webinar on tax planning for Australian expats in partnership with the SMATS Group. Matt Heron, General Manager of Global Operations and Pau Lam, Director of Taxation gave us the lowdown on tax planning for Australian expats. In our previous post we summarised the advice they had for expats while they are…

2020-tax-planning-for-australian-expats-investing-in-property

2020 Tax Planning For Australian Expats: Investing In Property

In our June 2020 webinar on tax planning for Australian expats, Matt Heron, General Manager of Global Operations at SMATS Group, offered four top tips on property investment for Australians living overseas. Four top tips on property investment for Australian expats Use ‘negative gearing’ – expat style If an Australian property asset costs you more…