Proactive tax planning can significantly enhance your financial security. In his BusinessLIVE article, Michael Maré, CFP® FPSA®, outlines key investment structures, their optimal use, and how to combine them for a tax-efficient retirement plan.
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Take a look at our latest articles listed below.
Diversification the proven way to navigate market uncertainty
In his BusinessLIVE article, Michael Maré, CFP® FPSA®, considers how South African investors can strategically position their portfolios in order to weather the next inevitable economic disruption.
Trump’s 2nd Presidency to Date – mid-2025
Donald Trump's second presidential term has ushered in a period of rapid policy changes across multiple sectors of government. His administration's early actions have drawn both fervent support and...
Solid strategy key to staying the course and avoiding bad choices
Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why.
About donations tax – would you give an investment as a gift?
In SA we are subject to donations tax, so giving your money away may create a tax liability. Just giving investment gifts may create paperwork.
Annual review of your company retirement fund
In the light of changes in the legislative framework surrounding retirement funds and lump-sum benefits, it is important to review the structure and benefits of a retirement fund.
Avoiding the pitfalls of small business shareholdings
Many people’s ownership interest in a business is usually in the form of a shareholding in a private company, or a member’s interest in a close corporation.
Beware the pitfalls of signing personal surety
When it comes to personal surety, the biggest danger to your finances can be your wealth. Here’s how the paradox works.
Two-pot system has much to give today, but can also take from tomorrow
In his Business Day article, Jonathan Botha CFP® considers the initial effect the introduction of the two-pot system has had on South Africans and explains why he believes it has the potential to foster stronger retirement readiness across South Africa.
JSE delistings raise concentration risks
In this Business Day article, Jonathan Botha CFP®, looks at why the number of listings on the JSE, Africa’s largest stock market, halved over the past 20 years.











