Overview   

The Section 12J tax incentive is a unique tax incentive which has seen significant uptake by tax payers who are looking to reduce their capital gains tax and/or income tax liabilities and at the same time have exposure to investments across various risk profiles.   

The tax incentive is, however, coming to an end at the end of June this year, thus taxpayers have a limited window in which to take advantage of a very generous tax incentive. Last year we presented a webinar on this increasingly popular investment class and we bring it back to discuss all the intricate details so that you are better informed moving forward.  

Attending this webinar will give you valuable information on how to take advantage of Section 12J for yourself or your clients.  

Join Ryan Brick on 9 June 2021 from 9:00 a.m. to 11:00 a.m. as he discusses an overview of the Section 12J market, Section 12J investment rules and the latest developments around Section 12J investments.   

Learning objectives  

By the end of this event the participant should: 

• Understand the provisions of Section 12J of the Income Tax Act; 

• Understand limitations around Section 12J investments; 

• Know the latest developments in this sector; 

• Be able to advise and obtain tax deductions for clients; and   

• Be able to select the ideal Section 12J investment to invest in. 

Content 

The webinar will cover the following topics:  

• Overview of the Section 12J sector. 

• Who can take advantage of Section 12J? 

• Section 12J investments and your client. 

• Working out the Section 12J tax incentive.  

• The downside of investing in a Section 12J investment. 

• An update on amendments to the Section 12J legislation. 

Obtaining your CPD certificate 

This webinar qualifies for 2 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies. 

All attendees are issued with a CPD certificate available in an online profile. 

About the presenter 

Ryan Brick  

Ryan is one of the fund managers at Jaltech specialising within the Section 12J sector.  The majority of Ryan’s time is spent representing Jaltech on both the administration and fund management side of the business, with primary focus on the management of the Infinity Anchor Fund being responsible for deployment and ongoing management.  

 Together with his background and experience, Ryan has built a foundation and experience across various industries including private equity, hospitality, asset backed leasing and renewable energy. Prior to joining Jaltech, Ryan completed a Bachelor of Business Science, with an honours in Finance at UCT. 

Who should attend 

The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA(SA), CA(SA),PA(SA) and BAP(SA); 

• Tax practitioners; 

• Business and Financial Advisors; 

• Entrepreneurs; and 

• High net-worth individuals. 

Price        

• R 475.00 - Online admission - Individual. 

• R 950.00 - Online admission - Company. 

Steps to register for the event: 

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.