Tax Changes You Must Understand Before the Budget Hits Your Clients

The Budget Speech changes the rules — but the real risk is misunderstanding them. This session breaks down the latest tax changes and explains what they actually mean for you and your clients.

2 CPD units 13 March 2026 1 presenter

What will set you apart

By completing this course you will gain the following competencies

The key tax changes announced in the Budget Speech
Which changes take effect immediately and which do not
How the changes affect individuals and businesses
Practical implications for compliance and planning
Common misunderstandings that arise after the Budget
What to communicate to clients right away
How to prepare for follow-up changes and guidance

Event breakdown

Overview of the Budget Speech tax announcements
Immediate versus proposed tax changes
Changes affecting individuals
Changes affecting businesses
Compliance and reporting implications
Key effective dates and transitional issues
Common post-Budget misunderstandings
Practical guidance for client communication
Preparing for further legislative updates

Category: TaxationType: CPD CourseCPD category: Tax

Description

After the Finance Minister delivers the Budget Speech, confusion often follows. This session provides a clear and practical breakdown of the latest tax changes announced in the Budget and what they mean in real terms. The focus is not on reading the speech, but on understanding the practical impact on tax calculations, compliance, and client advice. Delegates will learn which changes are effective immediately, which are proposed, and where caution is required. Designed for tax practitioners, accountants, and finance professionals, this session helps delegates respond confidently to client questions and avoid incorrect advice. By the end of the session, delegates will know exactly what actions to take and what messages to communicate to clients.

Presenters

Ettiene Retief — Ettiene is an experienced accountant, business advisor and tax practitioner with over 30 years of experience in taxation, accounting, corporate law and compliance. He runs a specialist tax and corporate advisory practice and has extensive experience engaging with SARS, National Treasury and professional bodies on tax policy and legislation. Ettiene is also a seasoned lecturer, author and speaker, regularly presenting on taxation and related technical topics.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Tax.

Requirements

Laptop, desktop, or mobile device with internet access
Microsoft Edge, Google Chrome, Safari, or Firefox browser