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LATEST Advisor Questions  

If you breach Regulation 28 limits, how long do you have to rectify it?

14 Jan 2021 /  Mauro Forlin  
And if you don't rectify the breach, what are the implications?

Should I sell my RMH shares or hold on to them?

13 Jan 2021 /  Trent Hodges   12
If you sell your stock, you will realise the 46% loss.

Can a parent claim for a loan repayment against their child’s joint estate?

12 Jan 2021 /  Eric Jordaan   4
She married in community of property and is now getting divorced.

What’s the best way to invest R10k for my son’s university education?

23 Dec 2020 /  Elke Brink   14
And which unit trust fund would be best should I want to invest one?

I’m R205k in debt. How do I become debt-free?

22 Dec 2020 /  Jesse Morgans   17
You may need to consider applying for debt counselling.

I’m under debt review. Can I withdraw cash from my pension to buy a house?

18 Dec 2020 /  Craig Torr   2
The only time you may access these funds is if you leave your employer.

What should I consider when moving my pension to a preservation fund?

17 Dec 2020 /  Michael Haldane   8
It's important to know what the various providers can and cannot offer you.

How can I ensure land I donate to my ex doesn’t form part of her marriage?

25 Nov 2020 /  Eric Jordaan   1
If your ex is married in community of property, the vacant land you donate will form part of the joint estate – but there are various options open to you.

Is it advisable to draw the max from my LA and reinvest the monies offshore?

24 Nov 2020 /  Jesse Morgans   11
There is no benefit to what you are proposing, and the risk of incurring a higher tax liability.

Can I set up a trust fund to pay for my mentally impaired child’s needs?

19 Nov 2020 /  Gareth Collier  
And can I choose a non-profit organisation as trustee of the fund?

If my LA is invested in foreign portfolios, can my income be paid into a global account?

18 Nov 2020 /  Michael Haldene  
Foreign exchange control regulations prevent this – but once you receive your income in rands you can transfer it to an offshore bank account.

Will I be able to draw all the cash from my pension preservation fund after March 2021?

17 Nov 2020 /  Devon Card   2
The scheduled tax legislation change relates specifically to provident preservation funds.

Is Breck Integrated Investment legit?

12 Nov 2020 /  Trent Hodges   1
It claims the return on your investment can be up to 65% in 30 days.

How do I change my marriage contract from in-community to antenuptial?

11 Nov 2020 /  Craig Torr   6
A notarial contract, once registered at the Deeds Office, will have the effect of an antenuptial contract.
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