Eszter Rapanos, Quality Assurance, Public Sector and Publication Manager, Chartered Institute for Business Accountants (CIBA) Eszter Rapanos, Quality Assurance, Public Sector and Publication Manager, Chartered Institute for Business Accountants (CIBA)

New Tax Directive Rules: What Fund Administrators Need to Know

From 17 April 2026, SARS updated the tax directive system in ways that directly affect your retirement clients. The biggest change: the lump sum threshold increased from R247,500 to R360,000, meaning more clients can now take their full retirement benefit without being forced to annuitise. Here is what else changed and what it means in practice.

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Eszter Rapanos, Quality Assurance, Public Sector and Publication Manager, Chartered Institute for Business Accountants (CIBA) Eszter Rapanos, Quality Assurance, Public Sector and Publication Manager, Chartered Institute for Business Accountants (CIBA)

PAYE and VAT Registration Issues, What You Need to Know and Do

Your VAT or PAYE application did not fail because the process is broken. It failed because of four mistakes SARS sees on almost every rejected application. At a recent stakeholder meeting, SARS named them out loud. Here is what they said, and what to fix before your next submission.

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