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Tax and the deficit

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

Treasury estimates that it is on track to return to a budget surplus in 2024/25.

Your first job: key financial steps to take

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

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?

Cash investments tend to perform poorly when inflation is rising.

All that glitters is not gold

Investors are seeing the longer-term potential of platinum group metals.

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

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?

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

Year to date, the JSE Alsi returned a staggering 8.14%.

Your insurance policies and estate duty

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?

What you need to consider as you slowly ease into retirement.

When your spouse has dementia

Planning for loss of mental capacity.

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

The tax benefits of TFSAs are indisputable.

Implications of changes to our tax laws

There were three very important changes that will affect most individuals in South Africa.

First-time investing: setting up your retirement annuity

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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