Peter Surtees

  • HOME
  • ABOUT ME
  • ARTICLES
  • CONTACT

CSARS v Atlas Copco : trading stock and IFRS

Tuesday, 29 October 2019 by Peter Surtees
On 27 September 2019 the Supreme Court of Appeal (SCA) delivered its judgment in CSARS v Atlas Copco South Africa (Pty) Ltd[1]. In doing so the court drew heavily on its 2018 judgment in CSARS v Volkswagen SA (Pty) Ltd [2]. As was the case in Volkswagen, central to the issues in Atlas Copco were
Read more
  • Published in Income Tax, Trading stock
No Comments

SARS wins but bears the costs

Tuesday, 14 May 2019 by Peter Surtees
In its judgment on 6 March 2019 the Pretoria High Court found in favour of SARS in CSARS v Naude & others, case number 51712/2017 (not yet reported) but awarded costs against SARS for disregarding the Uniform Rules and order of the court in the course of the dispute between the applicant and SARS.  As
Read more
  • Published in Tax Administration Act
No Comments

Interpretation of Employment Tax Incentive Act

Thursday, 07 March 2019 by Peter Surtees
ON 13 December 2018 the Western Cape tax court upheld the appeal of the taxpayer in ABC (Pty) Ltd v CSARS Case No 14426.  The origin of the dispute lay in the fact that the taxpayer employed both union and non-union employees. At issue was the interpretation of the provisions of the Employment Tax Incentive
Read more
  • Published in Employment Tax Incentive Act, Interpretation of statutes
No Comments

Which factors affect the value of trading stock on hand?

Tuesday, 02 October 2018 by Peter Surtees
On 19 September 2018 in CSARS v Volkswagen SA (Pty) Ltd (1028/2017) [2018] ZASCA 116 the Supreme Court of Appeal reversed the decision of the tax court and found in favour of SARS in a matter dealing with the valuation of trading stock on hand at the end of a financial year.  Central to the
Read more
  • Published in Income Tax
2 Comments

VAT on student accommodation: the SCA decides

Monday, 17 September 2018 by Peter Surtees
On 12 September 2018 the Supreme Court of Appeal reversed the decision of the Gauteng Division of the High Court, which had in turn confirmed that of the tax court, in the matter of CSARS v Respublica (Pty) Ltd (1025/2017 [2018] ZASCA 109.  The SCA found that the lease of six buildings to the Tshwane
Read more
  • Published in Uncategorized
No Comments

Transfer duty : habitatio and bare dominium

Wednesday, 12 September 2018 by Peter Surtees
A full bench of the Western Cape High Court delivered an interesting and instructive judgment on 7 February 2018 in the matter of CSARS v Janice Beverley Short and Johannes Hermanus Jacobs, Case No A 289/2017, on appeal from a decision of the tax court.  At issue was how to determine the transfer duty payable
Read more
  • Published in Transfer duty
1 Comment

Donation to a special trust

Friday, 29 June 2018 by Peter Surtees
On 28 June 2018 SARS issued an interesting binding private ruling, BPR 306, in which the applicant, a person in the early stages of dementia but still lucid and with the capacity to contract, distributed part of her estate to a special trust she had established for her care and maintenance.  The distribution was ruled
Read more
  • Published in Donations tax, Income Tax
No Comments

Section 24C : future obligations in a “chain” restaurant

Friday, 09 March 2018 by Peter Surtees
Section 24C of the Income Tax Act 1961 has been part of the Act since 1980 and has been a source of periodic disputes between taxpayers and SARS.  Although it was originally intended for the construction industry, taxpayers have sought, with varying success, to bring their transactions within its provisions while SARS is alert to
Read more
  • Published in Income Tax
No Comments

Retrospective tax legislation – when is it acceptable?

Thursday, 15 June 2017 by Peter Surtees
The Gauteng Division, Pretoria, of the High Court recently had occasion to consider the constitutionality of retrospective legislation, in Pienaar Brothers (Pty) Ltd v CSARS & the Minister of Finance Case 87760/2014 (not yet reported).  The Court in effect condoned retrospective legislation where adequate warning existed of its imminent introduction.  This article will not attempt
Read more
  • Published in Income Tax, Interpretation of statutes
No Comments

New TIEA with Grenada

Monday, 24 April 2017 by Peter Surtees
Grenada is the most recent country to have signed a tax information exchange agreement (TIEA) with South Africa, bringing to 15 the number of TIEAs we have signed.  With the exception of Argentina, which isn’t renowned as a tax haven, the rest are commonly recognised as what are now politely called overseas investment centres.  What
Read more
  • Published in International
No Comments
  • 1
  • 2
  • 3
  • 4
  • 5

Recent Posts

  • Signing wills: comply with the Act

    In Delport v Le Roux and Others[1], the court’s...
  • Assistance to executors: beware the pitfalls

    On 22 March 2022 the Western Cape High Court de...
  • Purveyors case: voluntary disclosure programme

    “ The primary issue in this appeal is whe...
  • Estate duty: disposal in the course of, or during, liquidation?

    On 11 December 2020 the Johannesburg tax court ...
  • The rights of beneficiaries in a trust

    Based on judgments in the law reports, it seems...

Categories

  • Capital gains tax
  • Corporate restructuring rules
  • Deceased estates
  • Donations tax
  • Employment Tax Incentive Act
  • General
  • Income Tax
  • International
  • Interpretation of statutes
  • Non-executive directors
  • Tax Administration Act
  • Trading stock
  • Transfer duty
  • Trusts
  • Uncategorized
  • Value-added tax
  • Wills

Member of

Latest Articles

VIEW ALL
  • Signing wills: comply with the Act

    In Delport v Le Roux and Others[1], the court’s judgment, delivered on 24 November 2022, is a r...

© 2022. All rights reserved. Peter Surtees

TOP