08 Feb Does the government plan to ‘steal your pension money’?
The prescribed-assets discussion lends itself to sparking fear, but reduced to bare factual bones, what does it really mean?...
Tax and duties
07 Sep Doomed by government debt?
Posted at 12:50h in Tax and duties
Governments have scrambled to mitigate the economic effects of the C-19 crisis but, Wealth Manager Richard Sparg CFP® asks, will we have to bear the...
17 Feb Maximise your assets: smart tips for the end of the tax year
In this Business Day article, Morné Bezuidenhout explains how you can maximise your assets with these smart tips for the end of the financial year....
10 Feb Section 12J: tax-effective investments with community upside
Section 12J tax-effective investments come into sharp focus near the end of the tax year as a way of reducing your tax liability....
28 Nov 7 key estate planning questions to ask yourself
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....
12 Nov Living abroad – should you emigrate formally or informally?
As more South Africans consider living overseas, it’s a good idea to be aware of the differences between informal and formal emigration. ...
05 Nov Unit trusts 101: the distribution of income and tax implications
Investors in a collective investment share the risks and benefits in proportion to their holdings. Morné Bezuidenhout discusses this in Business Day. ...
25 Jun Updating financial exit strategy key after tax changes in budget
Ask your financial planner or advisor for a review after Treasury’s increase in estate duty and the VAT rate. Morné Bezuidenhout explains why. ...
25 Jun Well-chosen endowments can reduce tax on your investments
With the trend to higher taxes, planning your finances effectively is key. Morné Bezuidenhout talks tax advantages for endowments. ...
01 Dec Facing death planning
Too few South Africans draft a will or ensure that sufficient assets and policies are in place to care for their loved ones, explains Richard...
27 May Estate planning: how to ensure that your heirs (and not the taxman) benefit from your estate
Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the taxman when you die. ...
17 Nov About donations tax – would you give an investment as a gift?
In SA we are subject to donations tax, so giving your money away may create a tax liability. Just giving investment gifts may create paperwork....
16 Nov Don’t skimp on business continuity costs
Shareholders and business owners need to protect themselves as their businesses’ most important assets. The need for business assurance cannot be underestimated. ...
16 Nov Tax Deductible Expenses – A Taxing Business!
Posted at 08:04h in Tax and duties
The law allows us to deduct any expense incurred in the production of income. Proving the tax deduction with relevant paperwork trips up most taxpayers....
16 Nov Travel Allowance Tax – Driving you To Distraction
Posted at 08:02h in Tax and duties
A travel allowance exists when your employer reimburses you for the business use of your own vehicle. ...
16 Nov Tax Saving Tip – that boosts Retirement Funds
Posted at 08:01h in Tax and duties
Forget about risky and expensive tax avoidance schemes touted to save you tax. My tax saving tip is a bargain and is guaranteed by the...