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Prescribed assets: Our problem is not money

Prescribed assets: Our problem is not money
16 September 2019 / Patrick Cairns
We need a new approach to the economy.
Where is it best to invest R3m?

Where is it best to invest R3m?

Elke Brink / 13 September 2019
Several things need to be considered; staying focused on your long-term objective – retirement – is important.
Too little, too late

Too little, too late

Patrick Cairns / 9 September 2019
South Africans are failing themselves when it comes to retirement planning.
How do I choose the best living annuity, return-wise?

How do I choose the best living annuity, return-wise?

Stephen Katzenellenbogen / 5 September 2019
Avoid picking funds purely on performance – simply going for last year’s winners or losers isn't a fund-selection process.
This retirement threat is also one of the hardest to manage

This retirement threat is also one of the hardest to manage

Patrick Cairns / 3 September 2019
Poor returns at the wrong time can upset your plans.
Should I take up government’s early retirement offer?

Should I take up government’s early retirement offer?

Devon Card / 30 August 2019
A major concern when considering an annuity income relates to the growth rate assumptions.
The holes in employer pension funds

The holes in employer pension funds

Patrick Cairns / 22 August 2019
Many see the benefit as a detraction from their pay rather than a personal-wealth gain – and for good reason.
Getting the best of both worlds in retirement

Getting the best of both worlds in retirement

Patrick Cairns / 20 August 2019
Hybrid annuities can now be used within pension funds.
Most women play no role in financial planning

Most women play no role in financial planning

Eleanor Becker / 8 August 2019
'Everyone is just surviving day to day, not really thinking about the future and, therefore, not really saving or planning.'
How will I be taxed on unit trust withdrawals?

How will I be taxed on unit trust withdrawals?

Richus Nel / 7 August 2019
Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.
‘Women make better investors’

‘Women make better investors’

Eleanor Becker / 2 August 2019
Crue Invest's Devon Card on women's wealth-building challenges, retirement savings, employees pension funds and building emergency funds.
I’m 69 and working. How do I gain more tax relief?

I’m 69 and working. How do I gain more tax relief?

Trevor Lee / 25 July 2019
A look at how to benefit from medical aid and retirement annuity contributions.
Do the default regulations allow me to transfer my pension fund?

Do the default regulations allow me to transfer my pension fund?

Craig Torr / 24 July 2019
Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.
How do I become debt-free?

How do I become debt-free?

Devon Card / 19 July 2019
If the interest rate on your car loan is higher than that of your home loan, consider using your access bond to pay off your vehicle in full.
South Africans continue to work in retirement

South Africans continue to work in retirement

Neesa Moodley / 17 July 2019
Nine of every 10 retirees included in Old Mutual's survey are working to supplement retirement income.

   ADVISOR VIEWS

Useful estate planning tips

16 September 2019 / By Craig Torr

Your will and other estate-planning tools

13 September 2019 / By Eric Jordaan

Reg 28: how limited offshore allocation affects returns

12 September 2019 / By Suzean Haumann
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