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How can I invest R2.5m in such a way that it's all gone when I die?

23 September 2021 / Elke Brink 7

And how much can I draw down from this investment?

Does a divorced spouse benefit from the sale of a deceased ex’s property?

22 Sep 2021 / Rick Briers-Danks

Both parties are still registered as co-owners of the property.

How much do I need to invest to receive a monthly income of R10k over 10 years?

21 Sep 2021 / Elke Brink 19

After 10 years, the initial amount should still be available.

Does a unit trust fall outside a deceased estate?

14 Sep 2021 / Rick Briers-Danks 2

Unit trusts form part of the deceased estate and will need to be included in the J243 inventory showing all the assets.

How long does it take to dematerialise and sell shares when winding up an estate?

8 Sep 2021 / Toy Meyer 7

It can take several months since the share certificates will be in a holding position while the various processes associated with winding up an estate unfold.

Am I forced to bring funds from my offshore RA back to SA?

7 Sep 2021 / Mauro Forlin 12

I wish to keep the RA offshore and then purchase an offshore-based annuity.

Income fund vs RSA retail bonds: Which can offer a pensioner decent interest?

2 Sep 2021 / Devon Card 21

Without knowing how much you need on a monthly basis to cover your living expenses, it is difficult to advise the most appropriate investment for your lump sum.

What are the penalties for accessing your RA before the maturity date?

1 Sep 2021 / Toy Meyer 4

I'm planning to emigrate before the end of the year and wondering if it would be prudent to stop the contributions now and gain access to the funds.

Can a testamentary trust purchase a vehicle for the guardian to drive?

31 Aug 2021 / Eric Jordaan

If circumstances are such that a car needs to be purchased for the benefit of the minor children, and the powers given to the trustees are wide-ranging enough, it is possible.

Can I claim from the Guardian’s Fund at 18?

26 Aug 2021 / Craig Torr

Once a beneficiary has reached the age of majority, they are able to claim the invested money as well as the accrued interest.

I won R3m in the lotto. How should I invest it?

25 Aug 2021 / Stephen Katzenellenbogen 14

In choosing where to invest, you need to consider factors such as inflation, current interest rates, your investment timeframe, and your risk appetite.

RA or ETF: Which is best for someone who does not get an RA’s tax benefit?

19 Aug 2021 / Craig Turton 15

If there is no tax benefit to an investor, then I do believe there are more suitable structures to invest in.

What can I invest R500k in to get R5k a month and still keep my investment as is?

18 Aug 2021 / Alwyn Smit 8

In the current environment, the best match with your requirements would be either a ‘variable income’ or a ‘multi-asset income’ unit trust fund.

Can I withdraw funds from my pension fund to settle my medical bills?

17 Aug 2021 / Michael Haldane 2

We recommend that you stop the transfer process of your pension fund as soon as possible if you are able to, and rather take a cash withdrawal directly from the fund.

Where can I invest R500k for five years?

12 Aug 2021 / Jesse Morgans 12

You may want to consider investing the money offshore as a diversification and risk mitigation measure.

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Home Ask an Advisor

LATEST Advisor Questions

How can I invest R2.5m in such a way that it's all gone when I die?

Does a divorced spouse benefit from the sale of a deceased ex’s property?

How much do I need to invest to receive a monthly income of R10k over 10 years?

Does a unit trust fall outside a deceased estate?

How long does it take to dematerialise and sell shares when winding up an estate?

Am I forced to bring funds from my offshore RA back to SA?

Income fund vs RSA retail bonds: Which can offer a pensioner decent interest?

What are the penalties for accessing your RA before the maturity date?

Can a testamentary trust purchase a vehicle for the guardian to drive?

Can I claim from the Guardian’s Fund at 18?

I won R3m in the lotto. How should I invest it?

RA or ETF: Which is best for someone who does not get an RA’s tax benefit?

What can I invest R500k in to get R5k a month and still keep my investment as is?

Can I withdraw funds from my pension fund to settle my medical bills?

Where can I invest R500k for five years?

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