Home    Q&A    Personal Finance
Showing filtered results for
Q&A Topics > Personal Finance

Is a tax-free fixed deposit the best way to use my tax-free allowance?

28 Jul 2020
Or should I invest in a unit trust or ETF portfolio?

Should I file a complaint against my wealth manager with the FSCA?

23 Jul 2020
Steps to take before approaching the regulator.

Are provident fund transfers restricted when changing jobs?

22 Jul 2020
You may move your provident fund but it's important to understand all the options available before making any decisions.

For tax purposes, can I set up a shelf company to buy property?

21 Jul 2020
Should the shelf company generate an income from the investment property, it will be deemed an active trading company.

Should I cash out my policies to pay my business’ debt?

14 Jul 2020
The using of debt to fund a business is a useful tool if kept under control.

On retiring, can I pay my provident fund into an existing preservation fund?

9 Jul 2020
Can I later make lump sum withdrawals from the preservation fund, pay withdrawal tax and leave the remainder in the fund?

Can I use the annual CGT exemption to lower tax at the end of my investment term?

8 Jul 2020
Using your annual capital gain exclusion should be done within the context of your investment horizon and your personal income tax liability.

Where can a blue-collar worker find a suitable financial planner?

7 Jul 2020
It seems companies tend to cater to higher-income families, individuals or entities.

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees?

What is the maximum I can increase my monthly pension payout to?

1 Jul 2020
The living annuity drawdown rules have been temporarily relaxed, allowing annuitants to adjust their drawdown rates to between 0.5% and 20% until September 30.

How is tax calculated when you sell foreign ETFs?

25 Jun 2020
There have been no major changes to the Income Tax Act since 2015, except for amendments to include rates and exemption levels of certain taxes.

How can I get a better return when investing R100k?

24 Jun 2020
Your investment term will determine your investment options and potential return.

I’m 75 with no pension. How can I invest R750k to generate income?

23 Jun 2020
Investment plans have to be carefully customised to each investor’s specific requirements.

Was it in my best interest to sign a Category II mandate?

11 Jun 2020
A discretionary mandate is used by an investor and a financial services provider to assist in the ongoing positioning of a portfolio as circumstances change.
Moneyweb Insider INSIDERPRO
R1750pm

For financial professionals. Moneyweb's Insider Pro subscription will allow you to promote your financial services to the Moneyweb community.

This subscription includes a
Click an Advisor profile on Moneyweb.co.za.
NEWSLETTERS WEB APP SHOP PORTFOLIO TOOL TRENDING CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company: