Investment Planning

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What are my investment options?

By |2020-07-02T12:26:07+02:00Jul 2nd, 2020|Investment Planning, Medical Aid, Risk Planning|

MONEY CLINIC: I have R5m to invest. What are my options to ensure a salary of R30 000? A Fin24 reader who has inherited R5 million in a savings account is looking to invest to ensure a monthly payout of R30 000, of which would be reinvested. She writes: I have about R5 million [...]

Trusts – friend or foe?

By |2017-04-12T10:40:11+02:00Apr 12th, 2017|Estate Planning, Financial Planning, Investment Planning, Retirement Planning, Tax Planning|

The 2017/8 budget speech and the concomitant amendments to the Income Tax Act contained a series of unpleasant changes for the law abiding South African taxpayer. It ranged from fiscal drag to the introduction of the new Section 7 C and the draconian 45% tax rate now imposed on the super earners – and all [...]

Will we pay more tax in the new year?

By |2017-04-13T07:21:07+02:00Dec 13th, 2016|Estate Planning, Financial Planning, Investment Planning, Medical Aid, Retirement Planning, Risk Planning, Tax Planning|

South Africans are collectively holding their breaths for further tax hikes when finance minister Pravin Gordhan delivers his 2016 Budget Speech. In the 2015 Budget Speech, former finance minister, Nhlanhla Nene, increased personal income tax for all taxpayers earning more than R181900 a year. He also announced an increase in the general fuel levy of [...]

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