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Home    Ask an Advisor

LATEST Advisor Questions  

How can I invest R15m to get a monthly income of R50k?

How can I invest R15m to get a monthly income of R50k?

17 June 2021  / Richus Nel   29
Retirement planning isn't something that can be done once; it's an individual investment discipline ...
Are there any legal and financial benefits to incorporating my law practice?

Are there any legal and financial benefits to incorporating my law practice?

15 Jun 2021 /  Devon Card   3
The deciding factor will be whether your income is above or below the 42.4% marginal tax rate threshold.
Will I have to pay provisional tax for crypto coins awarded to me?

Will I have to pay provisional tax for crypto coins awarded to me?

3 Jun 2021 /  Rick Briers-Danks   3
And is it safe to overestimate the first submission?
With R800K, what monthly income can I expect if I want an income until I pass on?

With R800K, what monthly income can I expect if I want an income until I pass on?

2 Jun 2021 /  Michael Haldane   9
And will the balance fall away when I pass on?
Why can I not make a charity a beneficiary of my retirement annuity?

Why can I not make a charity a beneficiary of my retirement annuity?

1 Jun 2021 /  Craig Torr   1
Primarily because the Pension Funds Act requires that the death benefit be paid to your financial dependants.
Why do I have to wait until 55 to withdraw from my RA?

Why do I have to wait until 55 to withdraw from my RA?

27 May 2021 /  Mauro Forlin   2
It's the youngest age at which a retirement fund member can legally retire according to the Pension Funds Act.
How can I hold a debit review company accountable for defaulting on a court order?

How can I hold a debit review company accountable for defaulting on a court order?

26 May 2021 /  Gareth Collier   1
And how can I get the creditors to go back to the original agreement?
Will the proceeds of a life insurance policy be paid to me or the deceased’s estate?

Will the proceeds of a life insurance policy be paid to me or the deceased’s estate?

25 May 2021 /  Rick Briers-Danks  
A direct nomination will go directly to you and generally it is best this way from a cost and efficiency point of view.
Should I draw from funds that produce lower or higher returns?

Should I draw from funds that produce lower or higher returns?

20 May 2021 /  Trent Hodges   3
You could consider withdrawing out of the lower-yielding investment. Here's why.
Is it a good idea to use investment property as my pension fund?

Is it a good idea to use investment property as my pension fund?

19 May 2021 /  Rick Briers-Danks   2
New pension law about the one-third lump sum is a hindrance if I decide to leave SA.
Is making a withdrawal from my preservation funds the best option for me?

Is making a withdrawal from my preservation funds the best option for me?

18 May 2021 /  Stephen Katzenellenbogen   
The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.
What will happen to my retirement savings if I elect not to buy a life annuity?

What will happen to my retirement savings if I elect not to buy a life annuity?

13 May 2021 /  Rick Briers-Danks  
In most cases your retirement fund will simply remain invested, in the same structure and format as before.
Is now a good time to buy a fixed annuity?

Is now a good time to buy a fixed annuity?

12 May 2021 /  Elke Brink   15
In addition to the rates currently being offered, it’s advisable to consider whether a life or living annuity will be the best strategy for you.
What are the tax implications of an inter vivos trust?

What are the tax implications of an inter vivos trust?

11 May 2021 /  Gareth Collier   2
And what should an individual’s net asset value be for such a trust to be effective?
Is it possible to get back my retirement fund that was attached by Sars?

Is it possible to get back my retirement fund that was attached by Sars?

6 May 2021 /  Rick Briers-Danks   3
You are entitled to request reasons from Sars regarding the deduction and to object to those reasons if you feel they are not valid.

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