“Dividend” definition of section 1 of ITA

“dividend” means any amount, other than a dividend consisting of a distribution of an asset in specie declared and paid as contemplated in section 31(3), transferred or applied by a company that is a resident for the benefit or on behalf of any person in respect of any share in that company, whether that amount is transferred or applied-

[Words preceding paragraph (a) substituted by section 1 of Act 23 of 2018 effective on 1 January 2019, applies in respect of years of assessment commencing on or after that date]

(a)     by way of a distribution made by; or

(b)     as consideration for the acquisition of any share in,

that company, but does not include any amount so transferred or applied to the extent that the amount so transferred or applied-

(i)      results in a reduction of contributed tax capital of the company;

 

(ii)     constitutes shares in the company;   or  

 

(iii)    constitutes an acquisition by the company of its own securities by way of a general repurchase of securities as contemplated in subparagraph  (b) of paragraph  5.67(B) of section 5 of the JSE Limited Listings Requirements, where that acquisition complies with any applicable requirements prescribed by paragraph s 5.68 and 5.72 to 5.81 of section 5 of the JSE Limited Listings Requirements or a general repurchase of securities as contemplated in the listings requirements of any other exchange, licensed under the Financial Markets Act, that are substantially the same as the requirements prescribed by the JSE Limited Listings Requirements, where that acquisition complies with the applicable requirements of that exchange;

[Paragraph (iii) substituted by section 2(1)(b) of Act 17 of 2017 and by section 2(1)(a) of Act 34 of 2019]

“Domestic treasury management company” definition of section 1 of ITA

“domestic treasury management company” means a company-

(a)       that is incorporated or deemed to be incorporated—

(i)  by or under any law in force in the Republic and is not subject to exchange control restrictions by virtue of being registered with the financial surveillance department of the South African Reserve Bank; or

(ii) by or under the law of any country other than the Republic and is not subject to exchange control restrictions by virtue of being registered before 1 January 2019 with the financial surveillance department of the South African Reserve Bank; and

(b)       that has its place of effective management in the Republic;

[Definition of “domestic treasury management company” inserted by section 4(1)(o) of Act 31 of 2013, amended by section 2(1)(c) of Act 17 of 2017 and substituted by section 2(1)(b) of Act 34 of 2019]

“Executor” definition of section 1 of ITA

“executor” means any person to whom letters of administration have been granted by a Master or an Assistant Master of the High Court appointed under the Administration of Estates Act, 1965 (Act No. 66 of 1965), in respect of the estate of a deceased person under any law relating to the administration of estates, and includes a person acting or authorized to act under letters of administration granted outside the Republic but signed and sealed by such a Master or Assistant Master for use within the Republic and, in any case where the estate is not required to be administered under the supervision of such a Master or Assistant Master, the person administering the estate;

“Financial instrument” definition of section 1 of ITA

“financial instrument” includes –

(a)     a loan, advance, debt, bond, debenture, bill, share, promissory note, banker’s acceptance, negotiable certificate of deposit, deposit with a financial institution, a participatory interest in a portfolio of a collective investment scheme, or a similar instrument;

(b)     any repurchase or resale agreement, forward purchase arrangement, forward sale arrangement, futures contract, option contract or swap contract;

(c)     any other contractual right or obligation the value of which is determined directly or indirectly with reference to –

(i)      a debt security or equity;

(ii)     any commodity as quoted on an exchange; or

(iii)    a rate index or a specified index;

(d)     any interest-bearing arrangement;

[Paragraph (d) amended by section 1 of Act 23 of 2018 effective on 17 January 2019]

(e)     any financial arrangement based on or determined with reference to the time value of money or cash flow or the exchange or transfer of an asset; and

[Paragraph (e) amended by section 1 of Act 23 of 2018 effective on 17 January 2019]

(f)      any crypto asset;

[Definition of “financial instrument” inserted by section 6(1)(h) of Act 74 of 2002 effective on the date of promulgation of that Act, 13 December, 2002. Paragraph (f) added by section 1(1)(c) of Act 23 of 2018 and substituted by section 2(1)(c) of Act 23 of 2020]