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Can I transfer my GEPF pension fund into a private living annuity at retirement?

Can I transfer my GEPF pension fund into a private living annuity at retirement?

14 Apr 2021
If so, are there any tax consequences to consider?
Personal Finance Retirement
I want to withdraw R55k from my global account. What’s the best way to use it?

I want to withdraw R55k from my global account. What’s the best way to use it?

13 Apr 2021
Reader's options include: investing in a TFSA or EasyEquities account, investing directly offshore, or paying a lump sum into their car loan.
Investments Personal Finance Tax
How can I be sure my investments will be safe when choosing a new advisory firm?

How can I be sure my investments will be safe when choosing a new advisory firm?

8 Apr 2021
Will professional indemnity insurance cover a client’s funds, and against what?
Insurance Investments Personal Finance
What should I consider when purchasing an annuity?

What should I consider when purchasing an annuity?

7 Apr 2021
And what costs should I expect to pay?
Investments Personal Finance Retirement
How can I buy Tesla shares?

How can I buy Tesla shares?

6 Apr 2021
There are affordable ways for those in South Africa to get exposure to this stock.
Investments Personal Finance
How much do I need to invest for a monthly income below the tax threshold?

How much do I need to invest for a monthly income below the tax threshold?

25 Mar 2021   /  2 answered
Two advisors tackle this reader's question.
Investments Personal Finance Retirement Tax
Which of my three properties should I pay off first?

Which of my three properties should I pay off first?

24 Mar 2021
The sooner you pay off the bond on your primary residence the better.
Investments Personal Finance
Is it wise to invest in property before emigrating?

Is it wise to invest in property before emigrating?

18 Mar 2021
It is not advisable to tie your capital into South African property as you will need as much liquid capital as possible when emigrating.
Investments Personal Finance
What’s the most tax-efficient way to build wealth through property?

What’s the most tax-efficient way to build wealth through property?

17 Mar 2021
Personal ownership, a trust, or company: there are certain advantages and disadvantages in how you structure your portfolio.
Estate planning Investments Personal Finance Tax
What can I invest R158k in to receive R5k income monthly?

What can I invest R158k in to receive R5k income monthly?

16 Mar 2021
Of three options on what to do with your RA funds, a life annuity would give you the highest probability of income certainty – but not at the required level.
Investments Personal Finance Retirement
Will I be declared insolvent if my late partner’s estate is declared insolvent?

Will I be declared insolvent if my late partner’s estate is declared insolvent?

10 Mar 2021
As you were married in community of property, you and your spouse are jointly liable for each other’s debt.
Personal Finance
Should I keep my insufficient income protection cover?

Should I keep my insufficient income protection cover?

9 Mar 2021
If you have emergency funding that will be sufficient to cover your monthly expenses for at least six months, you may consider cancelling the cover.
Insurance Personal Finance
If married in COP, is my partner’s pension at risk due to my business debt?

If married in COP, is my partner’s pension at risk due to my business debt?

4 Mar 2021
How can I avoid such danger before they resign?
Personal Finance Retirement
Can South Africans contribute to an offshore annuity?

Can South Africans contribute to an offshore annuity?

3 Mar 2021
Reader asks what options are available.
Investments Personal Finance Retirement
Can I borrow against my paid-up home?

Can I borrow against my paid-up home?

2 Mar 2021
While you are able to apply to borrow against your property, there are dangers in doing so.
Personal Finance

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