EPISODE · Sep 11, 2025 · 6 MIN
Stealth Tax in Your Unit Trust? Draft Bill Explained | TMM Ep 32
from The Money Maze: Investing in South Africa · host Jay
National Treasury’s draft Taxation Laws Amendment Bill could quietly hammer South Africans invested in unit trusts. Fund mergers may now trigger immediate capital gains tax, creating a “dry tax” bill even if you didn’t sell a thing. In this episode, Jay unpacks how the proposed changes to sections 42 and 44 of the Income Tax Act could hit Collective Investment Scheme investors, why it’s being called a stealth tax, and what it means for your long-term savings.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
What this episode covers
National Treasury’s draft Taxation Laws Amendment Bill could quietly hammer South Africans invested in unit trusts. Fund mergers may now trigger immediate capital gains tax, creating a “dry tax” bill even if you didn’t sell a thing. In this episode, Jay unpacks how the proposed changes to sections 42 and 44 of the Income Tax Act could hit Collective Investment Scheme investors, why it’s being called a stealth tax, and what it means for your long-term savings.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
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Stealth Tax in Your Unit Trust? Draft Bill Explained | TMM Ep 32
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