As the tax year draws to a close, it’s now time to take stock and review whether you’ve taken full advantage of the available tax benefits. The tax year ends on 28 February, and there is still time to make a lump-sum top-up to your retirement annuity and/or tax-free...
Reap the maximum benefit from your Tax-Free Savings Account With these essential tips Abigail Wilson, CFP® Business Development Manager, Morningstar Investment Management South Africa In 2015, National Treasury did us a solid with the introduction of Tax-Free Savings...
Where to save your savings… A practical look at the products available By Francis Marais, Product Director, Morningstar Investment Management South Africa In the run-up to savings month this July, we’ve been sharing quite a lot of content such as how to...
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...
