2019, a glimmer of hope

2019 has started off at a ferocious pace and it is tipped to be one of the most significant years in South Africa’s history.  The economy is treading water, as we missed out on significant international growth between years 2014 and 2017.  We are hearing more and more stories of corruption at vast quantities, with […]

Retirees, Provisional Tax and Top-up taxes

Article by Regina Viljoen ~ 19 October 2018 I recently watched a webinar made available by the South African Institute for Tax Professionals (SAIT). The webinar was prepared and presented by Hugo van Zyl (www.hugovanzyl.com). I learnt and realised that many retirees might be in a situation to be taxed and/ or fined expectantly due […]

The retirement feature – Part 2

Why it pays to be aware of the effects that inflation and interest will have on your pension pot. Liston Meintjes ~ Moneyweb ~ 14 December 2018 If you expect to live 25 years from retirement, do not take as much as possible to start – tempting as it may be. In Part 1 I provided some […]

The retirement feature – Part 1

The retirement feature – part 1 Understanding the types retirement funds available. Liston Meintjes ~ Moneyweb ~ 13 December 2018 Very few pensioners who retired more than 20 years ago are still able to get by on what were probably initially reasonable pensions. We all know about the low savings rate in South Africa and […]

Understanding Unit Trust categories

Understanding unit trust categories What the labels mean. Patrick Cairns  ~ article from Moneyweb ~  18 December 2018 South Africa’s fairly vast unit trust universe would be a lot trickier to navigate if the funds weren’t categorised. According to the latest statistics from the Association for Savings and Investment South Africa (Asisa), there are 1 550 […]

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