Tax Exemptions

SECTION 18A DEDUCTION

Deductions in respect of donations to Auxilia Trust shall be allowed from the taxable income of any taxpayer, limited to 10% of taxable income before deducting medical expenses (excluding retirement fund lump sums).
Auxilia Trust will issue a tax certificate for the 18A donation. For this purpose we shall require your name, identity number and address as well as proof of any deposit/transfer to the trust bank account.

We suggest that you consult your auditor or tax practitioner if you would like to establish the maximum deductible amount that will be allowed in the current tax year.

TESTAMENTARY BEQUESTS

A bequest from the estate of a deceased person in favour of the Auxilia Trust is exempt from the payment of estate duty in terms of section 4 (h) of the Estate Duty Act, 45 of 1965.
If you would like to bequeath an amount to the Auxilia Trust please click on codicil for guidelines and the document that you will need to sign.