Personal & Business Taxation

Personal & Business Taxation Workshop

Half day practical workshop

 

This half day practical workshop, will cover aspects of both personal and business taxation  that are very topical currently.

The workshop is an update on recent developments effecting the tax environment within South Africa, and is recommended for all individuals, entrepreneurs and managers who run businesses in the SME environment.

The workshop consists of theory as well as practical examples to embed the learning.

*Effective 1 July 2013, the new dispensation regarding registered tax practitioners takes effect. SARS is becoming much more vigilant in determining your taxable income and related liabilities and urge caution when submitting any claim for deduction.

 

Topics that will be covered are:

  • Tax Framework – Personal & Business
  • The different entities: Sole proprietorships and Partnerships, Close Corporations and Pty Companies, Trusts & Individuals
  • Micro business turnover tax
  • Small business corporations tax
  • Independent contractors
  • Working from home
  • Registering as a taxpayer
  • Provisional tax
  • Assessed losses
  • CGT – Capital gains Tax
  • DWT – Dividend withholding tax

( CPD credits: 4 hours )
9.30 am to 1.30 pm

 

Please Download Yοur Workshop Enrolement Form Here

 

Price: R 850.00 per delegate

*Tax calculator workbooks for both individual and entities are included in the cost

 

The presenter, Gavin Beretta FCIS, MBA, CMT – has held a number of senior positions in medium and large organizations over the past 25 years, including that of Finance Manager, Finance Director and Senior Procurement Manager Africa. His experience included valuing business’ for takeover, providing finance leadership to various management teams, and embedding operational efficiency in procurement activities across Africa.

He currently provides tax and accounting services to small and medium sized business, as well as individuals, and is a member of the SA Institute of Tax Practitioners.

He is a Fellow of Chartered Secretaries Southern Africa, and obtained an MBA in 2003, specializing in international Finance and Financial Risk Management.

He obtained SAIPA certification as an Independent Review Practitioner, to perform independent reviews as required by the South African Companies Act.

 

Optimise your Tax with Bizfacility’s new free excel workbook that will help you to structure your remuneration and show you which option is more tax efficient.

Optimising Your Tax

Income Structuring: Dividends versus Salary

Right click and select ‘ Save target/link as’ to download the workbook

 

Feedback from Course Participants

“Just a BIG thank you again for a great weekend of training.  I have learned so much from this training and it was worth every cent.”

“Gavin made ” financial ” tax matters totally accessible and had thought it would be hard to grasp. Will be able to easily apply this knowledge – Thank you”

“I now have a better understanding of how to calculate taxable income and what deductions can be taken and how they are calculated”

“It covered both personal and company tax and I enjoyed the working examples”

“Thank you very much for a very informative workshop and for all the spreadsheets. You’re doing a great job and really know how to explain things in layman’s terms and I’ll most definitely recommend your workshops.”

“Just a big thank you for the time and effort taken to “educate” us gently into the world of taxes. It really helped a great deal to have all the info so logically explained and it is really not such a daunting exercise as imagined!”

“The workshop clarified many aspects of taxation and heightened awareness of allowable deductions”

“To now be able to ask the right questions with my accountant, and prepare my documents more efficiently”

“Good info and I am more prepared to look at my affairs with better knowledge, so that in the future I can understand this for better avoidance”