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Investing with a wealth manager on an investment platform and following a unit trust approach is one option.

The location of the asset, not the stockbroking account, is what counts.

Foreign cash in the bank is likely to face the headwinds of inflation, low-interest rates and potential costs.

The first step is to determine whether the current asset allocation is appropriate.

If I go through with this, I would then cancel my medical aid.

The first consideration is how the transfer will be effected.

The only instance where such fees may be charged is where no beneficiary is nominated to the living annuity.

Investing in fixed income instruments over a long period could lead to higher longevity risk for retired investors.

Or should I invest in a unit trust or ETF portfolio?

Steps to take before approaching the regulator.

You may move your provident fund but it's important to understand all the options available before making any decisions.

Should the shelf company generate an income from the investment property, it will be deemed an active trading company.

There are various options, and many factors to consider when dealing with the transfer of assets.

The using of debt to fund a business is a useful tool if kept under control.

Can I later make lump sum withdrawals from the preservation fund, pay withdrawal tax and leave the remainder in the fund?

Using your annual capital gain exclusion should be done within the context of your investment horizon and your personal income tax liability.

It seems companies tend to cater to higher-income families, individuals or entities.

And what constitutes a dereliction of duty by these trustees?

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.

And what are the risks?

Are there issues with foreign investments in the event of one's death regarding separate wills and executors, estate duty, and insurance wrappers?

Yes, there is no age limit on retirement annuity contributions.

And what are the risks?

Changing investment strategies based solely on market performance is not advised, especially in retirement.

There are various options, and many factors to consider when dealing with the transfer of assets.

Retirement annuities: the difference between those offered by life insurance companies and LISP platforms.

Few people realise that there is no age limit to continue to place capital into a retirement annuity.

You may find that your asset allocation in your current unit trust is appropriate to support your long-term needs.

Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.

I'd like to transfer my farm into a vehicle to preserve it for my children. I'm told trusts are tax unfriendly.

Are unit trusts or fixed deposit accounts the better option?

I've received large sum of money from a friend in the US as a graduation gift. I don't receive enough income to pay tax currently.

How can we invest in the short term for high interest returns to achieve this over the next two years?

Should the shelf company generate an income from the investment property, it will be deemed an active trading company.

Holding your pension fund in cash for an indefinite period could lead to longevity risk in your investment capital.

After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.

I want to make a query regarding to lump sum withdrawals. In 2014, at 54, my dad resigned from his job at Eskom after 39 years and ten months service, as he was drowning in debt. His pension fund was worth R1.8 million when he submitted the resignati...

What are the tax implications if your income is deposited in an offshore account versus an SA-registered bank account?

Investing with a wealth manager on an investment platform and following a unit trust approach is one option.

A group is committed to collectively saving R45k per month for a year, to purchase an investment property cash.