New solar investment fund launches in South Africa with a 100% tax break – but there’s a catch

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New solar fund launches in South Africa with a 100% tax break - but there's a catch

A new solar and renewable energy fund is launching in South Africa, offering investors a 100% tax break using Section 12B of the Income Tax Act. However, investors will need a minimum of R100,000 to get through the door.

One of the key hangups for the scheme was the high participation threshold – requiring a minimum investment of R100,000 just to partake, leaving many individuals and smaller funds out in the cold. across the country. More details on these plans are expected at the 2023 Budget scheduled for 22 February.

Every project is governed by a power purchase agreement , which rules over the amount of energy generated at an agreed price during the term of the PPA. All projects are vetted by an investment committee before they are approved, he said.and regulated by the Financial Services Conduct Authority . Grovest was one of the largest administrators of Section 12J funds, with R3.5 billion in assets.

The term of the fund is ten years, but there is no specified minimum period to hold the asset to benefit from Section 12B allowance, he said. As an example, Miller said that an investor who invests R100,000 in March 2023 – with the full amount being invested in a solar kit that stats generating in May 2023 – will be able to deduct R100,000 from their taxable income in February 2024.

 

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