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...
Financial Planning / Amelia Morgenrood CAPE TOWN – Research shows that women lack confidence when it comes to investing their money, and they are mostly risk-averse. About one-third of affluent women say the stock market is “too risky” for them, according to a...
The following article underlines the importance of understanding what you are committing to when choosing between a living annuity and a guaranteed life annuity. With almost all financial markets currently exhibiting signs of exuberance it may be prudent right now to...
By : Maya Fisher-French – June 15, 2017 See on-line article: Maya on money At a recent investor roadshow, Richard Carter, head of product development at Allan Gray, provided some figures to illustrate how much you should already have saved for retirement,...
The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by offering generous tax deductions when you make contributions to your retirement annuity (RA), pension or provident fund. On 1 March 2016, the tax...
As the 2017 tax year draws to a close, many of you may wish to make final ad hoc contributions to your retirement annuities and tax free savings accounts. Below we discuss the maximum contributions you can make to fully utilise your tax allowance. RETIREMENT...
