by admin | Sep 3, 2015 | Financial planning and advice
In South Africa spring arrives just before the big Christmas spending season. What better time to get a handle on your finances each year than in time to budget for your year-end bonus? Spending on Christmas, an annual holiday and higher-than-inflation January...
by admin | Nov 28, 2018 | Estate planning, Tax and duties, Trusts
It’s not just the Boy Scouts who need to be prepared! When it comes to our estates a little preparation can go a long way. So, ask yourself these questions about your estate planning: Does my family know where my bank accounts, ID, last will and testament, investment...
by admin | Nov 17, 2012 | Press, Tax and duties
Donations tax has rules and thresholds, just like other taxes In South Africa we are subject to donations tax, so giving your money away may create a tax liability. Even giving gifts of investments may create a fair bit of paperwork. However, some gifts or donations...
by admin | Nov 17, 2012 | Financial planning and advice, Offshore investing
Many South Africans are in a “local is lekker” investment mood at the moment. Who can blame them? Investing offshore seems less attractive when our share market has been performing far better than the big overseas share markets, and the rand has strengthened...
by admin | Nov 17, 2012 | Retirement
Retirement Fund Choices — Is a Life Cycle Fund For You? The best retirement fund solution for you may not be the simple one. Life cycle funds are the closest thing the industry has to a maintenance-free retirement fund. Their popularity in SA is on the increase...
