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LATEST

ADVISOR VIEWS 

Tax and the deficit

25 February 2021 / By Stephen Katzenellenbogen
SA’s fiscal debt looks set to peak in 2027 and there’s little room to increase tax revenue through rate hikes.

Budget Speech 2021 breakdown

25 February 2021 / By Michael Haldane
Treasury estimates that it is on track to return to a budget surplus in 2024/25.

Your first job: key financial steps to take

25 February 2021 / By Craig Torr
Take time at the outset of your career to ensure your financial path forward is a secure one.

What to consider when investing indirectly offshore

23 February 2021 / By Gareth Collier
The decision to invest some of your funds offshore should always be taken as part of your overall investment strategy.

What does inflation do to your investments?

22 February 2021 / By Alwyn Smit
Cash investments tend to perform poorly when inflation is rising.

All that glitters is not gold

22 February 2021 / By Trent Hodges
Investors are seeing the longer-term potential of platinum group metals.

The process of applying for an administrator for a loved one’s estate

22 February 2021 / By Eric Jordaan
There are two options available for the appointment of a third party to manage the affairs of a mentally incapacitated person.

What are we teaching our children about money?

19 February 2021 / By Michael Haldane
If we can start having real conversations about money with our children from a young age, we can take the stress out of financial planning for them before it is too late.

Mid-February economic report

18 February 2021 / By Mauro Forlin
Year to date, the JSE Alsi returned a staggering 8.14%.

Your insurance policies and estate duty

18 February 2021 / By Eric Jordaan
Getting the estate duty implications of your life assurance policies wrong can have severe consequences for your estate and your loved ones.

Have you considered a phased retirement?

16 February 2021 / By Adam Bacher
What you need to consider as you slowly ease into retirement.

When your spouse has dementia

16 February 2021 / By Craig Torr
Planning for loss of mental capacity.

10 ways to maximise the benefits of your tax-free savings account

15 February 2021 / By Gareth Collier
The tax benefits of TFSAs are indisputable.

Implications of changes to our tax laws

12 February 2021 / By Michael Haldane
There were three very important changes that will affect most individuals in South Africa.

First-time investing: setting up your retirement annuity

12 February 2021 / By Devon Card
A step-by-step guide on how to choose and set up an RA that is appropriate for your needs and circumstances.
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