January 2019 - Ultima Financial Planners

2019, a glimmer of hope

January 23, 2019

2019, markets

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…

Retirees, Provisional Tax and Top-up taxes

January 7, 2019

Regina Viljoen

Provisional Tax, tax benefits, 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…

The retirement feature – Part 2

January 2, 2019

Liston Meintjies

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…

The retirement feature – Part 1

January 2, 2019

Liston Meintjies

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…

Understanding Unit Trust categories

January 2, 2019

Patrick Cairns

Assets, funds, unit trusts

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…

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Month: January 2019

2019, a glimmer of hope

Retirees, Provisional Tax and Top-up taxes

The retirement feature – Part 2

The retirement feature – Part 1

Understanding Unit Trust categories

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