Press

05 Nov Unit trusts 101: the distribution of income and tax implications

Posted at 13:40h in Investments, Press, Tax and duties

Investors in a collective investment share the risks and benefits in proportion to their holdings. Morné Bezuidenhout discusses this in Business Day. ...

15 Sep Investment vehicle guidelines

Posted at 09:40h in Investments, Press

Setting your financial goals and understanding which investment vehicles are appropriate to help you reach them, will make your choices easier. ...

28 Aug How to stop your living annuity coming to an end before you do

Posted at 13:18h in Financial planning and advice, Investments, Press, Retirement

Morné Bezuidenhout discusses how retirees make the mistake of adjusting income drawdowns to inflation instead of to investment returns. ...

25 Jun Updating financial exit strategy key after tax changes in budget

Posted at 13:56h in Press, Tax and duties

Ask your financial planner or advisor for a review after Treasury’s increase in estate duty and the VAT rate. Morné Bezuidenhout explains why. ...

23 Apr Solid strategy key to staying the course and avoiding bad choices

Posted at 13:49h in Financial planning and advice, Investments, Press

Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why. ...

12 Feb Strategising for drawing an income in your retirement years

Posted at 13:51h in Investments, Press, Retirement

Research shows that a diversified portfolio targeting a specific rate of return gives the best results. Morné Bezuidenhout explains why. ...

20 Nov Concentrated market makes it risky to track JSE indices exactly

Posted at 13:25h in Investments, Press

The large weighting of Naspers defeats passive strategy’s aim of limiting exposure to any stock. Morné Bezuidenhout explains why. ...

11 Sep What you need to know and do if you are facing retrenchment

Posted at 13:35h in Financial planning and advice, Press, Retrenchment

Getting professional financial advice to help you sift through your options will pay off. Morné Bezuidenhout explains why. ...

24 Jul How to invest offshore to reduce risk and expand opportunities

Posted at 13:40h in Offshore investing, Press

Morné Bezuidenhout explains why the choice of a rand-denominated unit trust fund or a direct investment depends on the investor’s needs. ...

25 Jun Well-chosen endowments can reduce tax on your investments

Posted at 13:29h in Investments, Press, Tax and duties

With the trend to higher taxes, planning your finances effectively is key. Morné Bezuidenhout talks tax advantages for endowments. ...