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Interest and Dividend Exemptions

What this page covers

Interest and dividends are treated very differently. Interest is taxed as income with a small annual exemption; South African dividends are taxed once, at source, at a flat rate.

R23,800interest, under 65
R34,500interest, 65 and over
20%dividends tax
15%non-resident interest
The exemptions
Item2026/272025/26Applies to
Interest exemption, under 65R23,800R23,800South African source interest
Interest exemption, 65 and overR34,500R34,500South African source interest
South African dividendsFully exempt from income taxSame20% dividends tax withheld instead
Foreign dividendsPartial, formula basedSameEffective maximum rate of 20%
Tax-free savings accountAll of the above exemptSameWithin the contribution limits
What the interest exemption is worth
Marginal rateExemption under 65Tax savedExemption 65 and overTax saved
18%R23,800R4,284R34,500R6,210
26%R23,800R6,188R34,500R8,970
31%R23,800R7,378R34,500R10,695
36%R23,800R8,568R34,500R12,420
41%R23,800R9,758R34,500R14,145
45%R23,800R10,710R34,500R15,525
Withholding on payments to non-residents
PaymentRate
Dividends20%
Interest15%
Royalties15%
Visiting entertainers and sports people15%
Sale of South African property, natural person7.5%
Sale of South African property, company10%
Sale of South African property, trust15%

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How these figures work

The figures on this page come from the body that publishes them and change on a schedule rather than continuously, which is what makes them worth keeping in one place. The interest exemption is per person, not per account, and it applies only to South African source interest. Interest from an offshore account does not qualify.

A non-resident is generally exempt from South African tax on interest, provided they were absent for at least 183 days and the debt is not connected to a permanent establishment here.

★ What this means in practice

A treaty may reduce any of the non-resident withholding rates. The rate in the table is the domestic one before a treaty is applied.

✕ Common mistakes

  • The interest exemption is per person, not per account, and it applies on. The interest exemption is per person, not per account, and it applies only to South African source interest. Interest from an offshore account does not qualify.
  • A non-resident is generally exempt from South African tax on interest, p. A non-resident is generally exempt from South African tax on interest, provided they were absent for at least 183 days and the debt is not connected to a permanent establishment here.
  • A treaty may reduce any of the non-resident withholding rates. A treaty may reduce any of the non-resident withholding rates. The rate in the table is the domestic one before a treaty is applied.
  • Taking a figure without its date. A number from a reference page is only as good as when it was last checked, which is why the date sits at the top of this one.

Notes on reading these figures

  • The interest exemption is per person, not per account, and it applies only to South African source interest. Interest from an offshore account does not qualify.
  • A non-resident is generally exempt from South African tax on interest, provided they were absent for at least 183 days and the debt is not connected to a permanent establishment here.
  • A treaty may reduce any of the non-resident withholding rates. The rate in the table is the domestic one before a treaty is applied.

To put these figures to work, The Compound Growth Calculator runs the arithmetic on your own numbers; Tax-Free Savings Account Limits covers the same ground in ordinary language; Dividend Withholding Tax by Country goes into the detail this table only summarises; Dividend Yield Calculator is the related figure worth reading beside it; and SARS Income Tax Tables covers what this page leaves out.

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Terms used on this page

Definitions
Interest exemption
An annual amount of South African interest free of income tax.
Foreign dividend exemption
A partial exemption giving an effective maximum of 20%.
Withholding tax
Tax deducted at source before payment to a non-resident.
Treaty rate
A reduced rate under a double taxation agreement.
183 day rule
The absence test that exempts a non-resident from interest tax.

Frequently asked questions

How much interest is tax free?

R23,800 a year if you are under 65, and R34,500 if you are 65 or older. It applies only to South African source interest.

Are South African dividends taxed twice?

No. They are exempt from income tax, and 20% dividends tax is withheld instead.

What about foreign dividends?

They are partly exempt through a formula that gives an effective maximum rate of 20%, matching local dividends.

Does the exemption apply per account?

No, per person. Adding accounts does not add exemptions.

Do these exemptions apply inside a TFSA?

They are irrelevant there, because everything inside a tax-free savings account is already exempt.

What is withheld on payments to non-residents?

20% on dividends and 15% on interest and royalties, before any treaty reduction.