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Can I draw three months’ payment in a month from my living annuity?

29 Jul 2021
Since this is the anniversary month of your annuity you can elect for the drawdown to be paid annually, which would provide you with the liquidity you need – but there are a few things to be aware of.

Should I pay down my overdraft or add extra to the bond payment?

28 Jul 2021
It is best to try and settle the more expensive debt first.

What could a South African do with R500k in a money market account?

27 Jul 2021
Until the interest rate situation changes in South Africa, I would strongly reconsider any cash exposure.

Should I cash in my RAs and invest in living annuities?

22 Jul 2021
And does it make sense to buy another RA after one retires as I will be paying tax on my income from part-time work?

Can the payout of my life insurance policy be deposited into a foreign account?

21 Jul 2021
If your wife still has a local bank account, the proceeds can be transferred to the SA account then sent offshore.

Will Sars penalise my kids for investments I made in their names?

20 Jul 2021
It is unlikely, unless the unit trust investments exceeded certain thresholds – but going forward, it is important that they understand what types of incomes the different asset classes attract.

Do reinvested dividends count as part of the R36k limit of a TFSA?

1 Jul 2021
They don't – provided that they are automatically reinvested by the product provider.

Should I leave my money in an overseas pension fund or transfer it to SA?

30 Jun 2021
If I leave it overseas, how will I be taxed on it?

Can you be evicted from a life rights retirement village for non-payment of levies?

29 Jun 2021
Firstly, interest will be charged on the overdue amount, then services may be disconnected or discontinued, then legal proceedings may be instituted. It is ultimately preferable to avoid getting into arrears.

Am I on track to achieve my retirement income goal?

24 Jun 2021
If not, what sort of shortfall am I facing and how much extra would I need to put away each month?

Cohabiting: Can I lay a claim to a property if I can prove financial contribution to the bond?

23 Jun 2021
In the absence of a written agreement, the courts will have very little to rely on when making a determination.

How should I manage a maturing retirement annuity?

22 Jun 2021
The key fundamental is to make sure you understand your goals, and to map them to an investment strategy within different product vehicles.

Are there any legal and financial benefits to incorporating my law practice?

15 Jun 2021
The deciding factor will be whether your income is above or below the 42.4% marginal tax rate threshold.

Will I have to pay provisional tax for crypto coins awarded to me?

3 Jun 2021
And is it safe to overestimate the first submission?

With R800K, what monthly income can I expect if I want an income until I pass on?

2 Jun 2021
And will the balance fall away when I pass on?
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