Four lies which can ruin your retirement
4 May 2016Every year delayed in starting a plan for a financially secure retirement can prove very costly.
Filter by category...
Why you should invest in retirement funds
2 May 2016Retirement funds are tax efficient. Growth on retirement fund investments is tax free. Retirement fund benefits on death are free of estate duty. Retirement funds cannot be touched by creditors.
So you want to be a millionaire, or perhaps a multi-millionaire!
2 May 2016Six ideas to create wealth.
The First Quarter View from Morningstar
6 April 2016The last three months will be hard to beat for the sheer turbulence, volatility and huge swings in asset prices which swept through markets.
Foreign Investments Amnesty
5 April 2016As announced in the recent budget, a further special “Voluntary Disclosure Programme” will begin on 1 October this year. The following is a brief overview.
Access to retirement annuity and preservation funds on emigration prior to retirement
5 April 2016Where a member of a retirement annuity or preservation fund ceases to be a tax resident of SA, a full withdrawal is permitted, subject to income tax in terms of...
The end of Trusts as we know them?
4 April 2016Certain measures to prevent tax avoidance related to trusts are being considered in conjunction with the Davis Tax Committee.
Why does uncertainty make us miserable?
4 April 2016People are more stressed about only the possibility of some discomfort coming their way than when they knew for certain something bad was about to happen.
The Budget in Retrospect
7 March 2016Needless to say, Minister Pravin Gordhan was faced with a daunting task in delivering his recent Budget. The possibility of a ratings downgrade whereby SA would be reduced to “junk...