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How will I be taxed on unit trust withdrawals?

Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.

How best do I invest for my grandchildren?

Investing into one or two individual shares exposes you to significant risk.

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

The fee would not automatically stop, but you do have options.

Should I invest a lump sum or contribute monthly?

The amount of time you spend in the market and the frequency with which you invest are two important factors to consider.

Is it necessary to invest in property to build wealth?

'The big money is not in the buying or the selling, but in the waiting' - Charlie Munger.

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

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

Is it worth getting a loan in order to invest?

A preferable solution would be to invest a monthly amount into a unit trust portfolio or your retirement fund.

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

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

Are my pension plans wise?

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

Which unit trusts should my children invest in?

Having a long-term view and being overweight in offshore funds is probably best.

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

I have R6 million to invest for retirement income: which option is best?

How can I reduce the costs of my living annuities?

I have three living annuities and their performance has been dismal due to the state of the economy.

How do I invest for more income?

And what is a safe amount to draw each month?

How do I start a share portfolio?

What is a good balanced portfolio to start with for someone in their 20s?

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

A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.
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