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How will I be taxed on unit trust withdrawals?

How will I be taxed on unit trust withdrawals?

1 answered

  /  7 August 2019    70
Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.
Investments Retirement
How best do I invest for my grandchildren?

How best do I invest for my grandchildren?

1 answered

  /  1 August 2019    20
Investing into one or two individual shares exposes you to significant risk.
Investments
Do I still pay my RA advisor’s fees if he’s no longer practising?

Do I still pay my RA advisor’s fees if he’s no longer practising?

1 answered

  /  29 July 2019    27
The fee would not automatically stop, but you do have options.
Investments Retirement
Should I invest a lump sum or contribute monthly?

Should I invest a lump sum or contribute monthly?

1 answered

  /  22 July 2019    61
The amount of time you spend in the market and the frequency with which you invest are two important factors to consider.
Investments Tax
Is it necessary to invest in property to build wealth?

Is it necessary to invest in property to build wealth?

1 answered

  /  11 July 2019    237
'The big money is not in the buying or the selling, but in the waiting' - Charlie Munger.
Investments
How do I best invest my R6m lump sum from the RAF?

How do I best invest my R6m lump sum from the RAF?

1 answered

  /  29 June 2019    129
Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.
Investments Retirement Tax
Is it worth getting a loan in order to invest?

Is it worth getting a loan in order to invest?

1 answered

  /  26 June 2019    21
A preferable solution would be to invest a monthly amount into a unit trust portfolio or your retirement fund.
Investments
Can I transfer my funds out of a loss-making annuity?

Can I transfer my funds out of a loss-making annuity?

1 answered

  /  26 April 2019    138
Changing investment strategies based solely on market performance is not advised, especially in retirement.
Investments Retirement
Are my pension plans wise?

Are my pension plans wise?

1 answered

  /  8 April 2019    136
After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.
Investments Retirement
Which unit trusts should my children invest in?

Which unit trusts should my children invest in?

1 answered

  /  4 April 2019    169
Having a long-term view and being overweight in offshore funds is probably best.
Investments
Do I invest in an income/growth portfolio or a pure income fund?

Do I invest in an income/growth portfolio or a pure income fund?

1 answered

  /  1 April 2019    115
I have R6 million to invest for retirement income: which option is best?
Investments Retirement
How can I reduce the costs of my living annuities?

How can I reduce the costs of my living annuities?

1 answered

  /  27 March 2019    64
I have three living annuities and their performance has been dismal due to the state of the economy.
Investments Retirement
How do I invest for more income?

How do I invest for more income?

1 answered

  /  8 February 2019    89
And what is a safe amount to draw each month?
Investments Retirement
How do I start a share portfolio?

How do I start a share portfolio?

1 answered

  /  6 February 2019    59
What is a good balanced portfolio to start with for someone in their 20s?
Investments Unit Trusts
Can I use tracker funds as part of a living annuity portfolio?

Can I use tracker funds as part of a living annuity portfolio?

1 answered

  /  17 January 2019    67
A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.
Investments Retirement
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