With renewed interest in cryptocurrencies and the changing global political landscape, South African investors must be aware of how crypto trading gains will be taxed. Learn more about the implications of revenue vs. capital gains tax and the role of SARS in 2024.
Tax and duties
Take a look at our latest articles listed below.
Income Funds: crucial, but only part of a diversified Investment Strategy
Uncertain times both locally and globally mean that South African investors are in search of stability. As a result, income funds are having a moment – let’s take a look at why that is, and whether it’s important for your own investment strategy.
Estate Duty on Offshore Assets (for SA Tax Residents)
Estate duty is a tax levied after death when we transfer assets to our heirs. Many countries around the world have estate duty laws (although some levy no estate duty at all).
Does the government plan to ‘steal your pension money’?
The prescribed-assets discussion lends itself to sparking fear, but reduced to bare factual bones, what does it really mean?
Maximise your assets: smart tips for the end of the tax year
In this Business Day article, Morné Bezuidenhout explains how you can maximise your assets with these smart tips for the end of the financial year.
Section 12J: tax-effective investments with community upside
Section 12J tax-effective investments come into sharp focus near the end of the tax year as a way of reducing your tax liability.
7 key estate planning questions to ask yourself
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.
Living abroad – should you emigrate formally or informally?
As more South Africans consider living overseas, it’s a good idea to be aware of the differences between informal and formal emigration.
Unit trusts 101: the distribution of income and tax implications
Investors in a collective investment share the risks and benefits in proportion to their holdings. Morné Bezuidenhout discusses this in Business Day.
Updating financial exit strategy key after tax changes in budget
Ask your financial planner or advisor for a review after Treasury’s increase in estate duty and the VAT rate. Morné Bezuidenhout explains why.