Recent content by big-l

  1. B

    Tax treatment of accumulating vs. distributing ETFs in South Africa

    I have a Satrix MSCI unit trust and I think it works the same way. There is no income to declare on the IT3(b).
  2. B

    Tax treatment of accumulating vs. distributing ETFs in South Africa

    I asked a tax advisor earlier, and he believes the accumulating fund incurs income tax on the undistributed income. The funds I was looking at were: Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating (VAGU) Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRA) Vanguard FTSE...
  3. B

    Tax treatment of accumulating vs. distributing ETFs in South Africa

    I intend to purchase Ireland-based Vanguard UCITS ETFs through Interactive Brokers in the US. There are two ETF flavours: accumulating (automatically reinvests income into the fund without paying dividends) and distributing (pays dividends into my brokerage account). It seems clear that SARS...
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    Easy equities Alternative

    Thanks, that's very useful to know! I'll definitely consult an accountant.
  5. B

    Easy equities Alternative

    JacD, I've just started with IBKR and I was wondering how to handle tax returns. Have you had any difficulties getting reports for your tax return or with SARS querying anything? If you have any experience with this, I've also been wondering about the taxation of accumulating ETFs that reinvest...
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