How do I maximise benefits, afforded by the tax man, as we approach the end of another tax year? The end of the tax year is fast approaching and many of us are looking to maximise the benefits afforded to us by the tax man. This can be done through “topping-up” your...
Parallels between running a marathon and retirement Let’s kick off the comparison with a quote by Ryan Holmes – “You can run a sprint or you can run a marathon but you can’t sprint a marathon.” The same principle can be applied to saving for retirement. Training to...
On 26 February 2021, National Treasury released a proposal to amend Regulation 28 of the Pension Funds Act to make it easier for pension funds to invest in infrastructure projects. This raised concerns that government could force pension fund members to invest in...
Changes regarding access to retirement fund withdrawal benefits on emigration from 1 March 2021 The Taxation Laws Amendment Act 23 of 2020 (TLAA 2020) was promulgated on 20 January 2021 and introduced changes regarding access to retirement fund withdrawal benefits for...
Life happens, but if you have a flexible plan, with some non-negotiables, you’ll be able to meet your investment dreams. – By Stephen Katzenellenbogen – NFB Private Wealth Management Moneyweb link I have, for quite a while, thought about the importance of...
Author: Paul Hutchinson Sales Manager | Investec Tax free savings accounts (TFSAs) are a great initiative from government to encourage savings in South Africa. Jaco van Tonder,1 Advisor Services Director at Investec Asset Management, has previously discussed how to...
