Your Blueprint for Resilient International Financial Planning.
The definitive authority for South African advisors and investors navigating complex international structures—authored by financial engineering expert, Cobus Kruger.
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- The Value Stack Beyond The Book
Navigating Complexity, Gaining Control
This comprehensive authority provides the necessary financial strategies and legal frameworks to ensure effective, compliant, and optimized international ownership and investment.
The Single Source of Truth
Ends reliance on outdated, fragmented information; provides one continuously updated offshore reference.
Guaranteed Regulatory Alignment
Content updates twice annually, immediately incorporating changes to tax, exchange control, and regulations.
Implementation-Ready Toolkit
Designed for immediate use, featuring practical checklists, tables, and real-world advisory case studies.
Exclusive Whitelabeling
Available for select tiers, empower your team with trusted content under your own firm's brand.
- About The Book
The Definitive Digital Reference
This is more than just a book; it’s a meticulously structured, implementation-ready professional reference designed to be the single source of truth for practitioners dealing with cross-border wealth.
- The Mastery Roadmap
15 Chapters of Technical Authority, Mapped for Implementation
This publication is a rigorously structured, comprehensive guide designed to move practitioners beyond fragmented information. It provides the essential, practical knowledge and regulatory clarity needed to implement sophisticated and compliant international financial strategies.
01 Setting the Global Planning Foundation
Defines Holistic International Financial Planning, establishes the need for a comprehensive guide, and outlines the essential objectives and scope for cross-border wealth advice.
03 International Financial Planning
Integrating global context into every discipline of financial planning, this chapter defines the vital role and mechanism of international diversification in long-term wealth strategies.
05 International Tax
Essential reading on global tax principles, exploring different tax regimes and the leading roles played by international bodies like the OECD and FATF in shaping the global tax landscape.
07 SA Tax Non-Residents
The definitive guide to tax non-residency, detailing the process of becoming a non-resident, required documentation, and a critical look at the typical pitfalls and remedies associated with exiting the South African tax base.
09 Banking
A comparison of international vs. onshore banking, a historical look at key banking jurisdictions (like Switzerland), and a summary of the most popular and beneficial banking products offered by international financial centers.
11 Products or Solutions
A detailed breakdown of common international investment solutions, focusing on Investment Platforms, Global Endowments, and Overseas Pension Funds (OPES), including their specific features, tax implications, and a cost comparison.
13 Compliance
Unpacking the global framework of Anti-Money Laundering (AML) and KYC legislation, this chapter details the essential reporting standards of CRS and FATCA, and contrasts rules-based versus risk-based compliance approaches.
15 The Future
A forward-looking perspective on the industry, offering a glimpse into how technology, regulatory evolution, and shifting global economic orders will likely impact the future of international financial planning from a South African context.
02 Global Economy
An analysis of the South African economy’s standing against the world, detailing global reserve currencies, money supply, and the crucial role of diversification in navigating currency volatility.
04 Exchange Controls
A historical and current deep dive into South Africa’s Exchange Control regime, providing a detailed summary of the up-to-date rules, regulations, and limits for South African residents investing cross-border.
06 South African Tax Regime
A detailed analysis of the current South African tax legislation applicable to direct international investments and structures (e.g., trusts, global endowments), including the advantages of Double Taxation Agreements and correct SARS e-filing procedures.
08 International Financial Centers
An in-depth profile of the world’s leading IFCs (e.g., Jersey, Cayman Islands, Singapore), summarizing their specializations, history, and the vital management and control requirements for establishing substance.
10 Investments
A comprehensive overview of the full spectrum of global investment types, from mutual funds and ETFs to structured products, private markets, derivatives, and emerging assets like digital currencies offered through IFCs.
12 Structuring & Succession
Explores the use of international trusts and corporate structures (like Protected Cell Companies), the South African tax implications of funding these structures, and best practices for worldwide wills, probate, and managing death/situs taxes.
14 Practice Notes
Practical, real-world case studies and examples demonstrating how to structure and fund international solutions—including Global Endowments, trusts, and OPES—to navigate exchange control and achieve specific client objectives.
01 Setting the Global Planning Foundation
Defines Holistic International Financial Planning, establishes the need for a comprehensive guide, and outlines the essential objectives and scope for cross-border wealth advice.
02 Global Economy
An analysis of the South African economy’s standing against the world, detailing global reserve currencies, money supply, and the crucial role of diversification in navigating currency volatility.
03 International Financial Planning
Integrating global context into every discipline of financial planning, this chapter defines the vital role and mechanism of international diversification in long-term wealth strategies.
04 Exchange Controls
A historical and current deep dive into South Africa’s Exchange Control regime, providing a detailed summary of the up-to-date rules, regulations, and limits for South African residents investing cross-border.
05 International Tax
Essential reading on global tax principles, exploring different tax regimes and the leading roles played by international bodies like the OECD and FATF in shaping the global tax landscape.
06 South African Tax Regime
A detailed analysis of the current South African tax legislation applicable to direct international investments and structures (e.g., trusts, global endowments), including the advantages of Double Taxation Agreements and correct SARS e-filing procedures.
07 SA Tax Non-Residents
The definitive guide to tax non-residency, detailing the process of becoming a non-resident, required documentation, and a critical look at the typical pitfalls and remedies associated with exiting the South African tax base.
08 International Financial Centers
An in-depth profile of the world’s leading IFCs (e.g., Jersey, Cayman Islands, Singapore), summarizing their specializations, history, and the vital management and control requirements for establishing substance.
09 Banking
A comparison of international vs. onshore banking, a historical look at key banking jurisdictions (like Switzerland), and a summary of the most popular and beneficial banking products offered by international financial centers.
10 Investments
A comprehensive overview of the full spectrum of global investment types, from mutual funds and ETFs to structured products, private markets, derivatives, and emerging assets like digital currencies offered through IFCs.
11 Products or Solutions
A detailed breakdown of common international investment solutions, focusing on Investment Platforms, Global Endowments, and Overseas Pension Funds (OPES), including their specific features, tax implications, and a cost comparison.
12 Structuring & Succession
Explores the use of international trusts and corporate structures (like Protected Cell Companies), the South African tax implications of funding these structures, and best practices for worldwide wills, probate, and managing death/situs taxes.
13 Compliance
Unpacking the global framework of Anti-Money Laundering (AML) and KYC legislation, this chapter details the essential reporting standards of CRS and FATCA, and contrasts rules-based versus risk-based compliance approaches.
14 Practice Notes
Practical, real-world case studies and examples demonstrating how to structure and fund international solutions—including Global Endowments, trusts, and OPES—to navigate exchange control and achieve specific client objectives.
15 The Future
A forward-looking perspective on the industry, offering a glimpse into how technology, regulatory evolution, and shifting global economic orders will likely impact the future of international financial planning from a South African context.
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- About The Author
Cobus Kruger: Financial Engineering Authority
Cobus Kruger, the driving force behind Purple Wealth Advisory and co-author of The Practical Guide to Offshore Investments, leverages 28 years of dedicated international financial engineering expertise. With senior leadership experience that includes roles as CEO of Sanlam Global Investment Solutions and Head of Discovery Invest International, his unique ability to blend advanced financial strategies with crucial regulatory alignment forms the foundation of this resource, guaranteeing practitioners receive technically accurate and implementation-ready guidance.
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