by Sarah Coetzee | Feb 10, 2020 | Investments, Tax and duties
Section 12J investments come into sharp focus near the end of the tax year as a way of reducing your tax liability. However, any investment requires due diligence regardless of how attractive the prospect of saving tax in the short term, and Section 12J investments...
by Sarah Coetzee | Aug 11, 2020 | Investments
The charts below show that the forecast V-shaped recovery is firmly in place and the catastrophic behaviour of the world markets earlier in the year is a thing of the past. The first chart is the All Countries World Index or ACWI, which is a scorecard of shares...
by Sarah Coetzee | Feb 12, 2018 | Investments, Press, Retirement
Research shows that a diversified portfolio targeting a specific rate of return gives the best results. Read what Morné Bezuidenhout had to say on this topic in Business Day. View...
by Sarah Coetzee | Feb 13, 2019 | Investments
At Netto Invest we advocate using balanced (also known as multi-asset) funds as core building blocks in our portfolios. A recent methodology review strongly supported their ongoing use, and with the current market volatility, it’s a good time to review the advantages....
by Sarah Coetzee | Feb 24, 2020 | Financial planning and advice
Underestimating the power of tiny gains that accumulate over time is surprisingly easy. But why? We all appreciate the benefit of compound interest, and this is precisely the same concept. James Clear, author of Atomic Habits, explains that by aligning your goals to...
