Contributions toward extended family survey

Dear sir/madam

I, Mr Busisani Sibiya, a student at the University of Johannesburg, am undertaking a research project as part of my PhD. studies to understand individuals contributing towards their extended families (hereafter black tax benefactors). For purposes of this questionnaire, extended family includes parents, grandparents, aunts, uncles, siblings and cousins. This would basically be any family member other than yourself, spouse and children.

The study aims to better understand black tax benefactors. Black tax is defined as the assistance offered by young professionals (of all races) to their extended families. The kind of assistance offered is mostly, but not limited to financial. This may include paying rent for extended family,  buying groceries, paying siblings’ school fees, accommodating extended family members in your home, amongst other things.

Better understanding black tax benefactors is done by attempting to profile these individuals, their background, circumstances, conditions and feelings towards black tax. Through this questionnaire, similar characteristics of the benefactors will be drawn and used to determine their profile.

To this end, we kindly request that you complete the following short questionnaire regarding the form of assistance you are affording your extended family and the impact this has on you financially, emotionally and psychologically. This should take no longer than 7 minutes of your time. Although your response is of the utmost importance to us, your participation in this survey is entirely voluntary.

Please do not enter your name or contact details on the questionnaire as it remains anonymous. Information you provide remains confidential and will be reported in summary format only.

Should you have any queries or comments regarding this survey, you are welcome to contact me telephonically at 011 559 3872 or e-mail me at busisanis@uj.ac.za. Should you wish to contact my supervisors directly, you can do so at dcoetsee@uj.ac.za (Prof Danie Coetsee main supervisor) or mbiyase@uj.ac.za (Dr Mduduzi Biyase co-supervisor).

Please note ethical clearance has been obtained for this study and ethical clearance code is SAREC20220801/01. Should you wish to see clearance, please contact me or my supervisors.

Yours sincerely

Mr Busisani Sibiya

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Do you give consent to voluntarily participate in this survey *
Do you currently contribute towards extended family?
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Are you a South African citizen?
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Please specify your gender
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How do you contribute towards extended family? (you may select more than one option) (if you choose "other" please specify)
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Who depends on your contributions? (you may select more than one option) (if you choose "other" please specify)

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How many people depend on your contributions?
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What is the level of need for your contributions?
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If you did not contribute to your family, describe their state
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How often do you contribute?
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What population group do you belong to?
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What is your current employment status? (at the time of completing this questionnaire)
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Do you currently earn a fixed salary/wage/income?
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What is your occupation?
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If not earning a fixed salary/ income, please specify your source of income.
Do you have a second job or second source of income? (side hustle)
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What is the nature of the second job? (side hustle)  (if you choose "other" please specify)
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What is your disposable or net monthly income (after tax and deductions)? (from main job and side hustle)
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How much would you say your monthly contributions to extended family are?

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How did you determine the amount to contribute to extended family?
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How does your family feel about your contribution?
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At the time of completing this questionnaire, how old were you?
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Do you have children who stay with you?
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How many children stay with you?
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Which province are you from (province of birth)?
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Specify your place of birth?  (if you choose "other" please specify)
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In which province do you currently live?
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Growing up, who took care of you? (you can select more than one)  (if you choose "other" please specify)
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Is the person who took care of you currently getting a government old-age grant?
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What is the highest qualification of the person who took care of you  (if more than one person, refer to the main financial contributor in the family/breadwinner)  ?
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What kind of work did the person who took care of you do? What was their occupation when they took care of you?
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What kind of work is the person who took care of you currently doing  (the main financial contributor in the family/breadwinner)  ? (at the time of completing this questionnaire)  (if you choose "other" please specify)
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How much did the person who took care of you earn  (the main financial contributor in the family/breadwinner)  ? (i.e. when they still took care of you)
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How much did the person who took care of you earn currently  (the main financial contributor in the family/breadwinner)  ? (i.e. at the time of completing this study)
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What is your highest qualification?
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If you have a tertiary qualification, how did you fund it? (you may choose more than one) (if you choose "other" please specify)

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Are you the first generation graduate in your family?
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Are you currently contributing toward pension or retirement fund?
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If contributing to a pension or retirement fund, what is your monthly contribution?
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What kind of debts do you have? (tick all applicable options)  (if you choose "other" please specify)
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How much would you say your debts amount to? (including all debt types)
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How much of your monthly net income goes toward repaying debts?
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What portion of your salary are you able to save each month?

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What is the approximate value of all your assets? (property, vehicles, furniture, investments, gadgets, clothes)
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Assuming you were to sell all your assets and settle all your debts, what would your state be?

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If you were to lose your current job and all sources of income, with your current savings and assets, how long do you think you will be able to sustain your current lifestyle and debts before sliding into poverty? *

Why do you contribute towards extended family?

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If you did not have to contribute to extended family, what would you do with that money?
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How do you feel about contributing to your extended family?
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How would you describe the "financial" impact on your personal finances as a result of contributing to your extended family
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 What is the impact of contributing to your family on your finances, emotionally and psychologically?
What kind of tax relief do you think SARS should give you?
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