Filter Categories
Filter - All
Investment Landscape
Legislation
Market Forces
Innovation
Practice Management
-
11 March 2019anemptytextllineTo beat inflation and grow wealth over the long term it’s necessary to also look at non-bank investments, such as unit trusts. But which fund should you choose? -
10 March 2019anemptytextllineThe year is looking bright from this angle. Global investor sentiment strengthened and took well to the news that trade tariff deadlines were postponed, and that a second US shutdown would not follow the first
-
24 February 2019anemptytextllineSouth Africa’s 2019 National Budget had hidden personal income tax hikes but at least capital gains tax was not hiked. What does the Budget mean for investors?
-
21 February 2019anemptytextllineThe core message from Budget 2019 is that SOEs have become such a drag on the fiscus that it is difficult to place South Africa’s government finances on a sustainable path.
-
18 February 2019anemptytextllineInvestment economist Arthur Kamp takes stock of the main income, expense, and balance sheet items that Minister Mboweni needs to address in the 2019 Budget Speech.
-
13 February 2019anemptytextllineLocal markets were aided by the positive global market sentiment, and the ALSI increased almost 3% on the back of positive returns from the big four banks, with financial services returning 7% overall.
-
12 February 2019anemptytextllineSARS rewards you for contributing to a retirement fund now so your older self does not become dependent on the state in retirement. Since 2016 you can contribute up to 27.5% of your total annual income to a retirement fund and pay significantly less tax. We often get the question: how does the tax relief on contributions to an RA work? We’ll show you with a few examples how your RA contributions affect your tax bill.
-
6 February 2019anemptytextllineTaking stock of your finances at the start of February can make or break your tax plan for the year ending 28 February. Now is the ideal time to spot the gaps where you haven’t yet fully used all of your tax-free allowances, whether it’s via a retirement annuity (RA) or a tax-free savings account (TFSA). But which one should you use? RA or TFSA?
