South African Expats: Mastering DTAs and Filing Season

In this episode of Crack the Code, Delano Abdoll (Admitted Attorney and Legal Manager: Cross Border Taxation) and Mbalenhle Mahlaba (Admitted Attorney and Consultant: Expatriate Tax) unpack how Double Tax Agreements (DTAs) shape filing season and protect foreign income.

What You Will Learn:

00:00 – 01:23 | Why tax residency status matters and SARS scrutiny on declarations
01:24 – 02:50 | South Africa’s residence-based tax system explained
02:51 – 04:17 | What is a Double Tax Agreement and how does it work
04:18 – 05:58 | Why DTAs do not apply automatically and how to ensure compliance
05:59 – 07:20 | Financial Emigration as an alternative to DTAs
07:21 – 09:16 | Declaring foreign income correctly during filing season
09:17 – 13:04 | Comparing DTA non-residency and Financial Emigration
13:05 – 15:58 | Expat exemption under section 10(1)(o)(ii) explained
15:59 – 20:07 | Legal opinions, tiebreaker tests, and SARS requirements
20:08 – 23:51 | Returning to South Africa after ceasing tax residency
23:52 – 25:56 | Why selecting the correct route is critical for expats

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