South Africa: Tax measures in 2025/2026 budget

Overview of direct and indirect tax proposals

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March 18, 2025

The 2025/2026 budget includes the following tax proposals:

  • Additional anti-avoidance measures would be introduced into section 8EA of the Income Tax Act relating to third-party backed shares.
  • The definition of “hybrid-equity instruments” in section 8E of the Income Tax Act would be amended to address schemes that circumvent the application of the anti-avoidance provisions in relation to preference shares.
  • Various amendments are proposed to the interest limitation provisions contained in section 23N and section 23M of the Income Tax Act.

Read a March 2025 report prepared by the KPMG member firm in South Africa that details further tax proposals concerning:

  • Individual income tax (including capital gains tax, allowances, fringe benefits, exemptions, deductions, medical and disability expenses)
  • Tax-free savings and investment accounts
  • Taxation of lump sum benefits
  • Payroll taxes
  • Value added tax (VAT)
  • Corporate income tax
  • Tax incentives
  • Provisional tax
  • International tax
  • Customs and excise
  • Environmental taxes
  • Transfer duty and securities transfer tax
  • Estate duty and donations tax

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