Tax refunds for South Africans offshore

Are you a former South African tax resident working and living abroad?
Are you a foreign national who used to own a property in South Africa?

Tax refunds for South Africans offshore

Are you a former South African tax resident working and living abroad?
Are you a foreign national who used to own a property in South Africa?

Do you qualify for a tax refund from South Africa?

You could qualify for a tax refund from South Africa if you are a:

1. Former South African tax resident and:

  • only worked for part of the year;
  • worked for someone outside South Africa;
  • received a lump sum payment (like a bonus or redundancy);
  • had more than one employer during the year;
  • received interest income in South Africa; or
  • have not yet filed tax returns.

2. Foreign National and:

  • sold a property during the last 3 years.

Double tax agreements between South Africa and other countries

South Africa has various double tax treaty agreements with other countries. A double tax agreement is an internationally agreed to legislation between South Africa and another country and determines who holds taxing rights.

In instances where you are taxed on income in South Africa and another country, one must consult the specific tax treaty to determine the taxing rights. This may result in a tax refund from either South Africa or the other country.

Contact us

We’ll answer all your questions. Your personal consultation is complimentary and without obligation.






Licensed South African Financial Services Provider FSP # 42872

FinGlobal Credentials

We deal with all South African banks, insurance and investment companies, pension funds and other related financial institutions.


foreign-income-tax-exemption-south-africa

A comprehensive guide to the SARS foreign income tax exemption for South Africans working abroad

| Financial emigration, FinGlobal, South African Expats, South Africans planning to emigrate, Tax services and consulting | No Comments
Imagine working your dream job abroad, exploring new cultures, and earning a competitive salary. Sounds idyllic, right? But for South Africans working outside the country, a question often arises: will…
international-money-transfer-south-africa

The Role of SARS in International Fund Transfers from South Africa: Understanding AIT and Tax Compliance

| FinGlobal, Foreign exchange control, Foreign investment allowance, Forex, Moving wealth and investments offshore, Tax services and consulting | No Comments
Planning to transfer funds overseas? Whether you're investing, sending gifts, or managing international business, understanding the role played by the South African Revenue Service (SARS) in this process is important.…
retirement-annuity-withdrawal

Expert insights: When is the right time to surrender your retirement annuity?

| FinGlobal, Newsletter, Retirement annuities, Tax services and consulting | No Comments
As you plan your financial migration as part of your permanent relocation from South Africa, you’re probably wondering what you should do with your retirement annuity. It’s a big decision…