Where will I find an indication of the category into which the investment income receive falls?
This information will be reflected on the certificate you receive from your investment manager. All interest must be included, such as interest earned from savings accounts, fixed deposits and unit trusts. If you have a unit trust, the advice slip should indicate both interest earned and dividends earned. You do not have to declare local dividend payouts received on local unit trust funds or South African company shares. These are tax-free. However, you must declare dividends earned from foreign investments, as these are not tax-free.
