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What is the Sars rate for future capital gains?

I'm still in the process of legalising my offshore investments, including unit trusts in the UK.

How can I teach my children about trading?

I want my teenagers to the learn the ropes of stock exchanges – where do I start?

Should I take my Flexi pension and invest in a business?

Self-employed and old pension won't be able to sustain retirement.

Which option is best when applying for a home loan?

Should I use my savings as additional payments with 100% bond or pay the savings as deposit, then request a bond?

RA top up or tax-free savings account?

Should I use the RA tax benefit, as allowed by Sars, before investing into a tax-free fund?

How can I invest for good returns, but with low risk?

Are unit trusts or fixed deposit accounts the better option?

I am emigrating, what happens to my unsecured debt?

I have credit cards and personal loans - can I still do a financial emigration?

How do I invest R4m for future education expenses?

Remember to set up an emergency fund to cover unexpected expenses.

How best do I invest R915k for tertiary education?

What is the best vehicle to use?

What is the tax impact of a loan to my daughter?

I want to loan my daughter money to build a property, with a contract in place on how interest and capital will be repaid.

Can I offset my R1.5m assessed capital loss with Sars?

What can I do to maximise the utilisation of this tax vehicle?

How do I invest for a R20 000 monthly income?

Three of the biggest risks someone close to, or at retirement faces: longevity, inflation, and the underlying investment assets.

Do I need to pay tax on a foreign income?

What are the tax implications if your income is deposited in an offshore account versus an SA-registered bank account?

DIY: Financial ‘self-help’ plans

I want to start a share portfolio but don’t want to rush. What do you make of my share picks?

I’m 22 – how do I choose a low-cost annuity?

Retirement annuities: the difference between those offered by life insurance companies and LISP platforms.

Double taxation: did Sars tax me correctly?

I have been a tax resident offshore since 1981. Sars taxed my lump-sum payout from my matured SA annuity policy on the full amount before payment was made into my account.

Are my financial advisor’s fees justified?

Am I under an obligation to give 1% of my funds to the broker who I originally took the investment out with every time I make a deposit?

Would it be crazy to sell my house and take the proceeds overseas?

I'm thinking of selling my house and depositing the proceeds overseas as an insurance policy against further political upheaval.

How do I invest for a R38 000 pm income?

I will have R7.2 million in a pension fund when I retire in April 2019.

Should I switch my living annuity fund?

My investment lost money recently - should I switch into a safe money market fund as soon as possible?

How do I invest for a R38 000 pm income?

I will have R7.2 million in a pension fund when I retire in April 2019.

How do I invest for a R20 000 monthly income?

Three of the biggest risks someone close to, or at retirement faces: longevity, inflation, and the underlying investment assets.

I have R200 000 to invest – where to now?

A Moneyweb reader with a ten-year horizon and a total unencumbered portfolio of almost R13 million asks for investment advice.

Financial emigration: Should I withdraw my retirement savings?

If I emigrate, I’m considering cashing out my pension as part of the discretionary R1 million allowance.

Offshore investing: How do I navigate wills and tax?

Are there issues with foreign investments in the event of one's death regarding separate wills and executors, estate duty, and insurance wrappers?

Set up a trust to save tax? It may not work anymore

Should we use trusts to hold shares in companies, particularly now with the new rules on trusts? What is the best tax-wise? - Reader’s question answered.

The tax implications of trading forex for a living

What are Sars’ tax requirements on forex trading? It will be my sole income.

Can we use trusts to save for an investment property?

A group is committed to collectively saving R45k per month for a year, to purchase an investment property cash.

How does UIF work?

My husband has been employed by Portnet for about 30 years. He wants to retire early - will he qualify for UIF?

Estate planning: Should I transfer my farm to company or trust?

I'd like to transfer my farm into a vehicle to preserve it for my children. I'm told trusts are tax unfriendly.

What are the tax implications of a cash gift?

I've received large sum of money from a friend in the US as a graduation gift. I don't receive enough income to pay tax currently.

What is the most tax-efficient way to sell a property in a trust?

... and where do I invest the proceeds if I'm planning to retire in 5-10 years?

I’m 22 – how do I choose a low-cost annuity?

Retirement annuities: the difference between those offered by life insurance companies and LISP platforms.

Can I retire from just one RA?

Reporting on this RA is poor and I would like to retire early and turn it into a living annuity, or preserve it.

The best place to park your cash

What are the best places to park cash (and perhaps in what currency) for an investment return?

Can I safely invest with FedGroup?

Update: FedGroup responds. 'I’m a pensioner with R1.5 million to invest – would it be safe with FedGroup’s bond participation scheme?'

I’m emigrating, what happens to my provident fund?

I can't decide if I should invest it here in SA, or overseas, and I don't know what the tax implications are….

How do I construct a portfolio to live off?

I’m 25 years old, have a long-term investment horizon, looking for adequate returns and gains on capital. I have the following investments...

How should I invest my R1.5m for retirement?

What kind of investment would you recommend with the lowest costs possible, maximum returns and minimum tax implications?

Can I offset my R1.5m assessed capital loss with Sars?

What can I do to maximise the utilisation of this tax vehicle?

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