July 2023 - Ultima Financial Planners

What’s Cooking with the Three-Pot System?

July 28, 2023

And now there are three If the draft bills are approved, from March 2024 members’ retirement funding will be split into three pots. Namely: The vested pot (amounts accumulated before 29 February 2024) The savings pot (the 1/3 of contributions that is…

Make Sure Your Family is Financially Prepared for When You Pass Away

July 28, 2023

FinDotNews

“Death is the penalty we all pay for the privilege of life.” (Robert Half) We know we can’t escape death. But most of us still do everything we can to ignore or avoid it. The problem is that if we…

Five Reasons why a Financial Windfall Must be Managed Carefully

July 28, 2023

FinDotNews

Receiving something like a substantial inheritance or the proceeds from a sale of a business can be thrilling. However, it is also often problematic, both because of how we deal with it and how it affects those around us. Psychologist…

How to Take Advantage of the Donations Tax Allowance

July 28, 2023

FinDotNews

“We make a living by what we get, but we make a life by what we give.” (Winston Churchill) Donations tax 101 Put simply; you can donate an amount of up to R100 000 per year to any third party, like a…

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Month: July 2023

What’s Cooking with the Three-Pot System?

Make Sure Your Family is Financially Prepared for When You Pass Away

Five Reasons why a Financial Windfall Must be Managed Carefully

How to Take Advantage of the Donations Tax Allowance

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Physical Address:	73 Kariba Street, Lynnwood Glen, Pretoria, 0081
Telephone:	+27 12 348 1386
Fax:	+27 12 348 3706
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