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. ...
Press
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. ...
Concentrated market makes it risky to track JSE indices exactly 20 November 2017
The large weighting of Naspers defeats passive strategy’s aim of limiting exposure to any stock. Morné Bezuidenhout explains why. ...
What you need to know and do if you are facing retrenchment 11 September 2017
Getting professional financial advice to help you sift through your options will pay off. Morné Bezuidenhout explains why. ...
How to invest offshore to reduce risk and expand opportunities 24 July 2017
Morné Bezuidenhout explains why the choice of a rand-denominated unit trust fund or a direct investment depends on the investor’s needs. ...
Well-chosen endowments can reduce tax on your investments 25 June 2017
With the trend to higher taxes, planning your finances effectively is key. Morné Bezuidenhout talks tax advantages for endowments. ...