Tax Free Accounts
8 May 2015From 1 March 2015 the Government introduced the concept of tax free savings. From that date individuals are permitted to invest R30 000 per annum (R2 500 per month) to a nominated “tax free...
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Wills
8 May 2015It is common knowledge that a properly drafted Will which accurately reflects the wishes of the testator is vital in every estate plan.
Economics and Markets Update
7 May 2015With record highs being reached on global equity markets, including our own JSE, it’s quite extraordinary to hear Christine Lagarde, the head of the IMF, warning about the new...
Fund Focus
7 May 2015In the Plexcrown survey of top rated management companies, as of the end of March 2015, the following domestic fund managers and offshore companies were highly rated.
It’s Retirement Annuity Time Again!
9 February 2015Once again it is February and it is the last chance tax payers have to easily and conveniently save tax by contributing to a retirement annuity policy or to top...
Tax Changes to Retirement Funds & Income Protection Policies
6 February 2015The proposed retirement funds reform, due to be introduced in March 2015, has been postponed, the changes to the tax treatment of income protection policies is still effective from that date.
The Budget 2015
6 February 2015Finance Minister Nhlanha Nene presents his first budget on 25 February. This is likely to be the most important budget for many years.
Economics and Markets Update
4 February 2015What a start to the year! The oil price continued to plunge. So did the Russian Rouble with that country’s sovereign debt reduced to junk status. The Swiss unpegged...
Investment – Where to Now?
3 February 2015In these unusually volatile times, we continue to recommend investment diversification. Still important is to diversify assets offshore in an attempt to obtain a better spread globally and across different...