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LATEST Advisor Questions  

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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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