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LATEST Advisor Questions  

How do I invest in property outside SA?

How do I invest in property outside SA?
11 October 2019 / Sonia du Plessis
Buying property offshore might be quite rewarding, but there are some risks to be aware of.
Can value loss in pre-retirement investments normalise after upswings?

Can value loss in pre-retirement investments normalise after upswings?

Richus Nel / 23 September 2019
The optimal solution is a well-thought-out balancing act.
Can I get tax benefits from contributing to my kids’ RAs?

Can I get tax benefits from contributing to my kids’ RAs?

Jesse Morgans / 19 September 2019
Considerations when contributing toward retirement annuities and other long-term investments for your children.
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.
Is there a tax-saving route to financial emigration?

Is there a tax-saving route to financial emigration?

Brian Butchart / 9 September 2019
If I proceed with financial emigration to Mauritius, will I still be personally liable for capital gains tax on the shares I hold in a company?
Will I be taxed for contributions to a new business?

Will I be taxed for contributions to a new business?

Eric Jordaan / 6 September 2019
Tax implications will depend on the nature of the business and how you structure the investment.
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.
Trusts: do I have funds due to me as a beneficiary?

Trusts: do I have funds due to me as a beneficiary?

Michael Haldane / 2 September 2019
Sign a letter of authority and send it to all investment providers to ascertain if there are any investments in your name.
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.
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.
How best do I invest for my grandchildren?

How best do I invest for my grandchildren?

Eric Jordaan / 1 August 2019
Investing into one or two individual shares exposes you to significant risk.
Do I still pay my RA advisor’s fees if he’s no longer practising?

Do I still pay my RA advisor’s fees if he’s no longer practising?

Sonia du Plessis / 29 July 2019
The fee would not automatically stop, but you do have options.
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.
Should I invest a lump sum or contribute monthly?

Should I invest a lump sum or contribute monthly?

Gareth Collier / 22 July 2019
The amount of time you spend in the market and the frequency with which you invest are two important factors to consider.

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