STEP Cape Town
- Miss Anthea Stephens TEP, Branch Chair
- Mrs Vivienne McDonald TEP, Branch Vice Chair
- Mr Erasmus van Niekerk TEP, Branch Secretary
- Mr Dale Irvine TEP, Branch Treasurer
- Mr Dale Irvine TEP, Branch Education Officer
- Mr Jacques Fourie TEP, Branch Committee Member
- Mr Johan Heath TEP, Branch Committee Member
- Mr Rupert Worsdale TEP, Branch Public Policy Officer
Newsletters
- STEP Cape Town August 2016 Newsletter, (PDF 475KB)
Member Resources
Documents
- Presentation: Lucid Hotel Fund, May 2018 (PDF 4MB) | Section 12 J, May 2018 (PPTX 9MB)
- Presentation - Office of the Tax Ombud, 16 November 2017 (PPTX 5MB)
- Leaving on a Jet Plane - Emigrating from South Africa, 26 October 2017 (PPTX 2MB)
- 2017 Draft Taxation Laws Amendment Bill (TLAB) and Draft Tax Administration Laws Amendment Bill (TALAB),14 September 2017 (PPTX 711KB)
- Draft Response Document on Taxation Laws Amendment Bill, 2017 and Tax Administration Laws Amendment Bill, 2017, 14 September 2017 (DOCX 169KB)
Seminars
- New UK Tax Legislation - non-doms, offshore trusts and UK residential property investment structuring, by Jonathan Colclough, 17 November 2016 (PDF 475KB)
- Special VDP - tax & exchange control, by Dan Foster, 15 September 2016 (PDF 804KB)
- The world has changed, by Michael Power, 15 August 2016 (PDF 1.5MB)
- Tansparency – the New Global Standards, by Alan Wood, 29 June 2016 (PDF 2.1MB)
- Reportable Arrangements, by Dale Irvine and Sanmari Crous, 21 April 2016 (PDF 758KB)
- US Tax and Estate Planning Issues for International Families, by Stan Barg and Iain Younger, 17 March 2016 (PDF 244KB)
- March 2016 Pitfalls of Foreign US Tax Compliance, 17 March 2016 (PDF 303KB)
STEP South Africa Conference 2016
- OCRA Worldwide Brochure 2015 (PDF 1.6MB)
- STEP South Africa 2016 Full Agenda (PDF 3.2MB)
- Cross-border holistic planning with Namibia, Prof. Willie van der Westhuizen TEP, Millers Attorneys, South Africa, Slides (PDF 1.7MB)
- Doing business in Africa - Jeff Blackbeard, Moore Stephens, South Africa, Slides (PDF 3.1MB)
- Country updates - Kenya, Mona K Doshi, Anjarwalla & Khanna, Kenya, Slides (PDF 669KB)
- The new European succession regulations - Richard Pease TEP, Consultant, Switzerland, Slides (PDF 301KB)
- The new European succession regulations - Richard Pease TEP, Consultant, Switzerland, Supporting Notes (PDF174KB)
- South Africa - A place in the sun for retirees, exchange control issues, Charles van Staden Hogen, Lovells, South Africa, Slides (PDF 453KB)
- South Africa - A place in the sun for retirees, Section B.5 Supporting Notes (PDF 153 KB)
- Botswana and Namibia round up - Celia Becker, ENSafrica, South Africa, Slides (PDF 468KB)
- Botswana and Namibia round up - Prof Willie van der Westhuizen TEP Millers Attorneys South Africa -Slides (PDF 1.3MB)
- CRS and Practitioners - George Hodgson, STEP, UK, Slides (PDF 474 KB)
- Practical war stories on trusts - Harry Joffe TEP, Discovery Life, South Africa, Richard Pease TEP, Consultant, Switzerland, Slides (PDF 422KB)
- Automatic information exchange - Andrew Knight TEP, M Partners, Luxembourg Slides (PDF 588KB)
- Southern Africa - the economic report card and prospects for the future, Louis Niemand, Investec Asset Management, South Africa, Slides (PDF 1.7MB)
Reportable Arrangements
- Summary, August 2016 (PDF 619KB)
Taxation Laws Amendment Bill relating to the taxation of trusts
- Summary, August 2016 (PDF 203KB)
- Response, August 2016 (PDF 582KB)
New draft legislation on the impending Special Voluntary Disclosure Programme
- Summary, July 2016 (PDF 656KB)
- Response, July 2016 (PDF 86KB)