The Collaborative Exchange, in association with Purple Wealth, are pleased to announce that registration is now open for The International Investing Symposium.
Now in its second year, the conference is not about choosing a fund manager; it’s about ensuring that the appropriate financial planning structures exist to minimize international tax and death duties. This skill is critical in advising high net-worth individuals when investing internationally.
South African’s continue to diversify their wealth beyond SA borders into developed markets. However, this in itself creates a myriad of complexities, including an assessment of offshore jurisdictions, cross border tax and estate duty planning and other such matters.
South African based independent wealth managers are often inadequately resourced to advise on these matters as larger wealth manager groups and private banks have a more diversified team of legal and tax advisers on hand to offer professional advice.
The International Investing Symposium will bring subject matter experts together under one roof to unpack the complex international wealth management arena.
This will include:
- International tax planning and Situs tax
- An update on exchange controls, particularly in view of SA’s grey listing
- Navigating offshore investment structures and investment platforms
- South African trusts and distributions to offshore trusts
- How firms are offering technical offshore support for advisors
The conference will be held in-person:
| Date | 30 September 2025 |
| Venue | The Mount Nelson Hotel, Cape Town |
| Ticket Price – In-person | R1250.00 including VAT |
| Virtual | R950.00 including VAT |
Furthermore, the event will also be streamed live on our virtual platform to allow registered attendees, not residing in Cape Town, to gain access to this content.
Register now to attend the International Investing Symposium.
For any further information, please contact us via email at info@iisymposium.com or call us on 087 898 5490 or 087 809 3793.
