by Tony Davey | Mar 1, 2026 | Davey's Locker
Editor’s Note: In this newsletter we address salient features of the National Budget, 25 February 2026, pertaining to the 2026/27 tax year. Tax relief is granted to individuals for personal tax thresholds, capital gains tax thresholds and the donations tax annual...
by Tony Davey | Nov 15, 2025 | Davey's Locker
Editor’s Note: In this sixth newsletter for 2025 we consider the following: Income transfers to Non-Residents : New SARB/SARS Excon Criteria. Foreign Pensions Proposal Withdrawal – Tax Exemption to Remain. SARS Draft IN on “Readily Apparent Undisputed Error”. Tax...
by Tony Davey | Sep 19, 2025 | Davey's Locker
Editor’s Note: In this fifth newsletter for 2025 we consider the following: Tax and ConCourt Jurisdiction Foreign Pensions – Tax Exemption Withdrawal Proposal Section 20A Ringfencing of Assessed Losses Tightening Proposal Hybrid Equity Instrument Proposal Reprieve –...
by Tony Davey | Jul 16, 2025 | Davey's Locker
Editor’s Note: In this fourth newsletter for 2025 we consider the following: Fraud of Funds by Inter-Bank Transfer Filing Season Tax Ombud Media Release, 7 July 2025 SARS Ins, BGRs, VRs, and Guides Noter-Up Tony Davey – Editor | Duncan McAllister – Co-Editor To...
by Tony Davey | May 22, 2025 | Davey's Locker
Editor’s Note: In this third newsletter for 2025 we consider the following: VAT Increase Withdrawn Budget Newsletter No. 2.2025, status quo. Foreign Pensions – Budget Proposal to withdraw the tax exemption Trust Taxation – Budget Proposal to clarify technical...
by Tony Davey | Mar 12, 2025 | Davey's Locker
In this newsletter we address salient features of the National Budget, 12 March 2025. Tony Davey – Editor | Duncan McAllister – Co-Editor | Werner Vos – Consultant BUDGET SPEECH 2025/26 TAX YEAR INDIVIDUALS There are no changes to the rates of tax and rebates. The...