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LATEST Financial Planning  

FAQs on market crashes

FAQs on market crashes

26 Mar 2020 /  Stealthy Wealth   7
You haven’t lost anything unless you sell.
Investors: No rash decisions for now

Investors: No rash decisions for now

17 Mar 2020 /  Eleanor Becker  
NFB Private Wealth Management's Stephen Katzenellenbogan discusses investments amid market volatility, Covid-19's effects on retirees and more.
Fais CPD deadline fast approaching

Fais CPD deadline fast approaching

16 Mar 2020 /  Moneyweb  
Visit the Moneyweb CPD HUB to earn verifiable CPD hours from online content covering a broad range of topics.
‘Sometimes just sitting on your hand is also a decision’

‘Sometimes just sitting on your hand is also a decision’

28 Feb 2020 /  Eleanor Becker  
Martin de Kock of Ascor Independent Wealth Managers discusses the impact of the new expat tax, tax avoidance, prescribed assets, local investment opportunities and more.

LATEST Personal Finance  

Driving down your insurance premiums

Driving down your insurance premiums

12 Mar 2020 /  Neesa Moodley   6
'There’s an app for that'.
How to position your portfolio for a mermaid invasion

How to position your portfolio for a mermaid invasion

7 Mar 2020 /  Stealthy Wealth    12
There may be a lot of uncertainty in the near future.
Even high earners are ill-prepared for retirement

Even high earners are ill-prepared for retirement

20 Feb 2020 /  Ciaran Ryan  
It’s time to sit down and see if there’s a way to catch up.
How to merge your finances as a couple

How to merge your finances as a couple

14 Feb 2020 /  Nelisiwe Ndlovu   3
Being open and honest can strengthen your money management skills as well as your relationship.

LATEST Retirement  

Is putting my pension in a money maximiser account best?

Is putting my pension in a money maximiser account best?

2 Apr 2020 /  Jesse Morgans  
Holding your pension fund in cash for an indefinite period could lead to longevity risk in your investment capital.
Pensions play: The absurdity of a citizen bailout for the state

Pensions play: The absurdity of a citizen bailout for the state

13 Mar 2020 /  Mike Schüssler   49
Government wanting to solve its funding crises using peoples' retirement savings is wrong on so many levels …
How much can you safely draw from your living annuity?

How much can you safely draw from your living annuity?

13 Dec 2019 /  Patrick Cairns   29
It may be less than you think.
People save little, but have high expectations of retirement income

People save little, but have high expectations of retirement income

8 Nov 2019 /  Amanda Visser   29
Highlighting the importance of awareness and careful planning.

LATEST Tax  

Deferment of provisional and interim tax payments

Deferment of provisional and interim tax payments

8 Apr 2020 /  Barbara Curson  
Disaster management tax relief – more details.
Decoding the Draft Disaster Management Tax Relief Bill

Decoding the Draft Disaster Management Tax Relief Bill

7 Apr 2020 /  Barbara Curson  
The changes have already come into effect and run until the end of July.
Cogta fails 2019 audit miserably

Cogta fails 2019 audit miserably

2 Apr 2020 /  Barbara Curson   11
Hundreds of millions paid to wrong suppliers and ghosts.
The lockdown: Impact on tax and unemployment related matters

The lockdown: Impact on tax and unemployment related matters

30 Mar 2020 /  Piet Nel, SAICA Project Director, Tax.    1
There is no relief for the submission of tax returns.

   ADVISOR VIEWS

Investing vs speculating

7 Apr 2020 / By Mauro Forlin

Covid-19 and the ripple effects

7 Apr 2020 / By Elke Brink

Legacy documents to help your family in the event of tragedy

7 Apr 2020 / By Gareth Collier
Go to Click an Advisor  

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