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LATEST Advisor Questions  

Is it wise to invest R1m of my pension in fixed assets for five years?

29 Jul 2020 /  Jesse Morgans  
Investing in fixed income instruments over a long period could lead to higher longevity risk for retired investors.

Is a tax-free fixed deposit the best way to use my tax-free allowance?

28 Jul 2020 /  Elke Brink  
Or should I invest in a unit trust or ETF portfolio?

Should I file a complaint against my wealth manager with the FSCA?

23 Jul 2020 /  Mauro Forlin  
Steps to take before approaching the regulator.

Are provident fund transfers restricted when changing jobs?

22 Jul 2020 /  Craig Torr  
You may move your provident fund but it's important to understand all the options available before making any decisions.

For tax purposes, can I set up a shelf company to buy property?

21 Jul 2020 /  Gareth Collier   
Should the shelf company generate an income from the investment property, it will be deemed an active trading company.

What is the most effective way to move a company into a trust?

15 Jul 2020 /  Trent Hodges  
There are various options, and many factors to consider when dealing with the transfer of assets.

Should I cash out my policies to pay my business’ debt?

14 Jul 2020 /  Trent Hodges  
The using of debt to fund a business is a useful tool if kept under control.

On retiring, can I pay my provident fund into an existing preservation fund?

9 Jul 2020 /  Richus Nel  
Can I later make lump sum withdrawals from the preservation fund, pay withdrawal tax and leave the remainder in the fund?

Can I use the annual CGT exemption to lower tax at the end of my investment term?

8 Jul 2020 /  Gareth Collier   
Using your annual capital gain exclusion should be done within the context of your investment horizon and your personal income tax liability.

Where can a blue-collar worker find a suitable financial planner?

7 Jul 2020 /  Elke Brink  
It seems companies tend to cater to higher-income families, individuals or entities.

Are the fees charged by testamentary trustees legislated?

2 Jul 2020 /  Eric Jordaan   
And what constitutes a dereliction of duty by these trustees?

What is the maximum I can increase my monthly pension payout to?

1 Jul 2020 /  Craig Torr  
The living annuity drawdown rules have been temporarily relaxed, allowing annuitants to adjust their drawdown rates to between 0.5% and 20% until September 30.

Are RSA retail bonds an option for a pensioner requiring monthly income?

30 Jun 2020 /  Trevor Lee  
And what are the risks?

How is tax calculated when you sell foreign ETFs?

25 Jun 2020 /  Devon Card   
There have been no major changes to the Income Tax Act since 2015, except for amendments to include rates and exemption levels of certain taxes.

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