The role of socioeconomic background in shaping ‘black tax’ obligations: A case study of emerging professionals in rural Limpopo
Phoke Alpha Rakgwata ORCID ↗ · Rendani Tshifhumulo
International Journal of Business Ecosystem & Strategy · 2025 · Vol. 7 / Issue 5 · 589-598
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Abstract
The term "Black Tax" refers to the perceived financial responsibilities that Black South African professionals feel obligated to meet in order to support their families. This complex socio-economic phenomenon traverses the nuanced relationship between cultural expectations and financial pressures. This research investigates the impact of socioeconomic background on the emergence and severity of Black Tax responsibilities among young professionals in rural Limpopo. A qualitative research design was utilised, characterised by exploratory inquiry. Data were collected through semi-structured interviews with five purposefully selected emerging professionals in rural Limpopo, who offered significant insights into the complex relationships among rural upbringing, financial advancement, and familial responsibilities. This research utilises the framework of Structural Functionalism to conceptualise Black Tax as a social mechanism that supports family stability and economic equilibrium in communities with insufficient formal support structures. The findings reveal contradictions between individual aspirations and collective expectations, especially as young professionals navigate the challenges of balancing personal development with familial obligations while addressing their own needs. This study critiques the simplification of Black Tax as solely a financial obligation, arguing that it is a complex socio-cultural phenomenon influenced by historical inequalities and the necessity for community survival. This research enhances discussions on class mobility, intergenerational obligations, and socio-economic dynamics in the post-apartheid context, providing a detailed understanding of the complexities involved in achieving success that cannot be exclusively linked to individual efforts. The research emphasises the necessity for cohesive financial literacy and community empowerment frameworks to align personal development with cultural responsibilities
Keywords: {'name': 'Black Tax, socioeconomic background, rural Limpopo, emerging professionals, intergenerational obligation, Structural Functionalism.'}
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Phoke Alpha Rakgwata
University of Venda
Rendani Tshifhumulo
University of Venda
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