7 key estate planning questions to ask yourself 28 November 2018
It’s not just the Boy Scouts who need to be prepared! When it comes to our estates a little preparation can go a long way....
November 2018
Living abroad – should you emigrate formally or informally? 12 November 2018
As more South Africans consider living overseas, it’s a good idea to be aware of the differences between informal and formal emigration. ...
Unit trusts 101: the distribution of income and tax implications 05 November 2018
Investors in a collective investment share the risks and benefits in proportion to their holdings. Morné Bezuidenhout discusses this in Business Day. ...
Planning for the known and the unknown 30 October 2018
Posted at 08:41h
in Financial planning and advice
Long-term planning is essential for survival and the very nature of a long-term plan should include provisions for unknowns. ...
Investment vehicle guidelines 15 September 2018
Setting your financial goals and understanding which investment vehicles are appropriate to help you reach them, will make your choices easier. ...
How to stop your living annuity coming to an end before you do 28 August 2018
Morné Bezuidenhout discusses how retirees make the mistake of adjusting income drawdowns to inflation instead of to investment returns. ...
Updating financial exit strategy key after tax changes in budget 25 June 2018
Ask your financial planner or advisor for a review after Treasury’s increase in estate duty and the VAT rate. Morné Bezuidenhout explains why. ...
Solid strategy key to staying the course and avoiding bad choices 23 April 2018
Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why. ...
Strategising for drawing an income in your retirement years 12 February 2018
Research shows that a diversified portfolio targeting a specific rate of return gives the best results. Morné Bezuidenhout explains why. ...
Are South African shares really local investments? 01 February 2018
Companies listed on the JSE that derive the bulk of their earnings offshore might give you more exposure to offshore markets than you think....