FANews
FANews
RELATED CATEGORIES

The 2021 Budget Trilogy Review will be hosted on the 25th and 26th of February 2021

04 February 2021 The Financial Planning Institute of Southern Africa (FPI)

The Financial Planning Institute of Southern Africa (FPI) is pleased to announce that this year’s Budget Review Trilogy will be hosted as an online event on the 24th and 25th of February 2021.

The annual South African National Budget Speech by Tito Mboweni , the Minister of Finance, has implications for all sectors of the economy. But, the tax and financial sectors are often the first to feel the effects of any major fiscal changes. Financial planners, tax practitioners, accountants and fiduciary specialists are invited to attend the Budget Trilogy Review, a series of three online sessions where panels of experts will give their insights into the budget from a political and economic perspective. The sessions will be chaired by Keith Engel, the CEO of the South African Institute of Tax Professionals (SAIT).

The Budget Trilogy programme is outlined below.

PROGRAMME

24th of February 2021: Session 1.
The first session will be held directly after the Minister of Finances Budget speech. A panel of expert economists will share their insights to the speech, with a focus on the balance between taxes, expenditure and debt, and how the state of the global economy will impact the South African economy in a post-Covid-19 context.

Speakers
• Phumlani Majozi Business and macroeconomics analyst, writer and commentator
• Miyelani Mkhabela CEO and Chief Economist: Antswisa Transaction Advisory
• Annabel Bishop Chief Economist: Investec

25th of February 2021: Session 2.
The first session of the day will unpack the tax implications of the proposed budget, with discussions surrounding the viability of government’s revenue targets, and the role of South African Revenue Service (SARS) in the revenue projections.

Speakers
• Coenie Middel Founder and Managing Partner: Middel & Partners
• Ernie Lai King Head: 1 Road Consulting
• Melissa Duffy Director in Global Mobility Services and Employment Tax Advisory: KPMG
• Johan Heydenrych Director of Tax Services: Kreston Advisory

25th of February 2021: Session 3
In the final session, the experts will examine the consequences of the budget for the financial sector, including potential legislation changes for savings products and issues surrounding exchange control liberalisation. Practical thoughts on the best investment choices for 2021 will also be shared.

Speakers
• Guillaume Oberholster Managing Partner: Mazars
• Cheryl Howard Financial Consultant: Cheryl Howard & Associates
• Ronald King Head of Public Policy and Regulatory Affairs: PSG
• Lara Warburton Managing Director: Integral Wealth

BOOK YOUR SPOT

Members are invited to reserve their place at the event via the SAIT Booking Portal – the rate is R392 per person for members, and R 490 for non-members. Those who attend the event and complete an online assessment will earn three CDP hours.

The Budget Review Trilogy is presented by the Financial Planning Institute of Southern Africa (FPI), the South African Institute of Tax Professionals (SAIT) and the Southern African Institute for Business Accountants (SAIBA), with support from Sage Pty Ltd and Old Mutual Pty Ltd.

Message from the CEO
“By hosting the Budget Review Trilogy as an online event, more professionals will have access,” says FPI CEO Lelané Bezuidenhout CFP®. “The budget speech is always significant, but this year it will be even more so considering the worldwide pandemic and its impact on developing economies like ours. We are expecting major tax changes that will have a far-reaching effect on South Africa’s recovery”.

Quick Polls

QUESTION

Is relying on a primary home as a source of retirement equity still a viable strategy for South Africans?

ANSWER

Maybe, depends on location
No, too unpredictable
Not sure, 50-50
Yes, always
fanews magazine
FAnews November 2024 Get the latest issue of FAnews

This month's headlines

Understanding treaty reinsurance – and the factors that influence it
Insurance brokers: the PI scapegoat
Medical Schemes' average increases for 2025
AI is revolutionising insurance claims processing and fraud detection
Crypto arbitrage: exploring the opportunities and risks
Subscribe now