Instant Fund

Tax & Savings Guides

Make the most of tax season and your savings. Guides to SARS tax refunds, tax year-end, tax-free savings accounts, the two-pot retirement system, claiming UIF, tax clearance and writing a will. Clear steps and deadlines help you keep more of your money, plan ahead and avoid costly mistakes with SARS and your retirement savings in South Africa.

8 guides

The Tax Year End Explained
Tax & Savings

End of Tax Year Guide for South Africa

For individuals, the tax year end in South Africa falls on the last day of February, when the year of income officially closes.

14 min read

Your SARS Tax Season Guide
Tax & Savings

SARS Tax Season: A Simple Guide for South Africans

Tax season is the yearly window when SARS expects individuals to submit their tax returns, usually opening mid-year with dates published on the SARS website.

13 min read

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