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South African Government Policy: Library Guide: Finance

Bibliographic records and links of South African government policies, plans and strategies

Asset management

Asset management framework for national and provincial departments, 2021. [Pretoria: National Treasury, 2021.]

South Africa. Department of Public Works. Government-wide immovable asset management policy. "As approved by Cabinet on 17 August 2005."

Asset management framework. Version 3.3. April 2004. [Pretoria: National Treasury, 2004.] (Document downloads.)

 

Budgets

South Africa. National Treasury. A framework for achieving spending efficiency in a fiscally constrained environment. Pretoria: National Treasury, [June 2021.] Also known as the Zero Based Budgeting Framework.

Consumers

South Africa. Department of Trade and Industry. Consumer credit law reform: policy framework for consumer credit. Pretoria: Department of Trade and Industry, August 2004. 

South Africa. Department of Trade and Industry. Draft Green Paper on the Consumer Policy Framework 09/04: Driving Competitiveness Consumer confidence and business excellence. Pretoria: Department of Trade and Industry, September 2004. In: South Africa. Government gazette no. 26774 (9 September 2004), General notice no. 1957.

Disclosure

E-commerce

South Africa. Department of Communications. A Green Paper on Electronic Commerce for South Africa. Pretoria:  Department of Communications, November 2000,

South Africa. Department of Communications. Discussion Paper on Electronic Commerce. Pretoria:  Department of Communications, July 1999. 

For further information: Budree, Adheesh. E-commerce country case study: South Africa. [United Kingdom?] Global Economic Governance Africa, August 2017.

Environment

Risk management

South Africa. National Treasury. Public Sector Risk Management Framework. Pretoria: National Treasury, April 2010. 

South Africa. National Treasury. Local Government Risk Management Framework. Pretoria: National Treasury, 201-? (No title page.)

Financial inclusion

South Africa. National Treasury. An inclusive financial sector for all. Pretoria: National Treasury, November 2023.

South Africa. National Treasury. Comment response document: an inclusive financial sector for all. Pretoria: National Treasury, November 2023.

South Africa. National Treasury. An inclusive financial sector for all: draft for consultation. Pretoria: National Treasury, [October 2020.]

South Africa. National Treasury. A safer financial sector to serve South Africa better, 2011. "National Treasury policy document, Republic of South Africa." Pretoria: National Treasury, February 2011.

Financial ombud

South Africa. National Treasury. A simpler, stronger financial sector ombud system: policy statement. Pretoria: National Treasury, February 2024. 

South Africa. National Treasury. A Known and Trusted Ombud System for All: Consultation Policy Document. Pretoria: National Treasury, September 2017. 

Fiscal policy

Fiscal policy is presented annually in the National Treasury's Budget review. 2018 Chapter 3, Fiscal policy. Budget reviews, 1993 to date.

In print from 1989 @ Shelf no. G 68 ED.BUDG

Foreign member funds

Investment

South Africa. Presidency. South Africa: country investment strategy. Draft for comments. Pretoria: Government Printing Works, May 2022. In: South Africa. Government gazette no. 46426 (27 May 2022), Government notice no. 2118. 

South Africa. Department of Trade and Industry. Investing in South Africa Roadmap 2020. Pretoria: Department of Trade and Industry ; InvestSA, 2020.

South Africa. National Treasury. A review framework for cross-border direct investment in South Africa: discussion document, February 2011.

Local government

City of Cape Town. Long Term Financial Plan Policy (Policy number 21144G). Approved by Special Council: 31 May 2023 SPC 06/05/23. Cape Town: City of Cape Town, May 2023.

City of Cape Town. Draft Long Term Financial Plan Policy. Cape Town: City of Cape Town, March 2022.

Monetary policy

Monetary policy is set by the the South African Reserve Bank’s Monetary Policy Committee (MPC). The Bank publishes a biannual Monetary policy review.

Official Development Assistance (ODA)

South Africa. National Treasury. Chief Directorate: International Development Co-operation. Policy framework and procedural guidelines fo the management of official development assistance. 1st edition. Pretoria: National Treasury, October 2003. 

Public sector procurement

South Africa. National Treasury. Policy strategy to guide uniformity in procurement reform processes in government. Pretoria: National Treasury. [2003.]

South Africa. Department of Finance. Green Paper on Public Sector Procurement  Reform in South Africa. Pretoria: Govt. Printer, 1994. South Africa. Government gazette no. 17928 (14 April 1997), General notice no. 691. 

Retirement

South Africa. National Treasury. Charges in South African retirement funds, 11 July 2013. Technical discussion paper A for public comment.

South Africa. National Treasury. Enabling a better income in retirement, 21 September 2012. Technical discussion paper B for public comment.

South Africa. National Treasury. Preservation, portability and governance for retirement funds, 21 September 2012. Technical discussion paper C for public comment.

South Africa. National Treasury. Incentivising nonretirement savings, 4 October 2012. Technical discussion paper D for public comment.

South Africa. National Treasury. Improving tax incentives for retirement savings, 4 October 2012. Technical discussion paper E for public comment.

South Africa. National Treasury. Retirement fund reform: a discussion paper, December 2004.

National Treasury's Retirement reform publications

Tax discussion papers

South African Revenue Service. Discussion paper: value-added tax modernisation. Pretoria: South African Revenue Service, 2023.

South Africa. National Treasury. What is the most appropriate tax regime for the oil and gas industry? Tax policy discussion paper for public comment. Pretoria: National Treasury. 2021. 

South Africa. National Treasury. Taxation of electronic nicotine and non-nicotine delivery systems: discussion paper. Pretoria: National Treasury, December 2021. 

South Africa. National Treasury. Conversion of medical deductions to medical tax credits: tax policy discussion document for public comment, 17 June 2011.

South African Revenue Service. Discussion Paper on Tax Avoidance and Section 103 of the Income Tax Act, 1962 (Act No. 58 of 1962). Pretoria: South African Revenue Service, 2006.