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If you breach Regulation 28 limits, how long do you have to rectify it?

14 Jan 2021
And if you don't rectify the breach, what are the implications?

Should I sell my RMH shares or hold on to them?

13 Jan 2021
If you sell your stock, you will realise the 46% loss.

Can a parent claim for a loan repayment against their child’s joint estate?

12 Jan 2021
She married in community of property and is now getting divorced.

What’s the best way to invest R10k for my son’s university education?

23 Dec 2020
And which unit trust fund would be best should I want to invest one?

I’m R205k in debt. How do I become debt-free?

22 Dec 2020
You may need to consider applying for debt counselling.

I’m under debt review. Can I withdraw cash from my pension to buy a house?

18 Dec 2020
The only time you may access these funds is if you leave your employer.

What should I consider when moving my pension to a preservation fund?

17 Dec 2020
It's important to know what the various providers can and cannot offer you.

Which investment vehicle is best for our kids?

15 Dec 2020
Our options are tax-free savings accounts, retirement annuities and endowment policies.

I’m unhappy with the performance of my RAs. What recourse do I have?

1 Dec 2020
You can transfer your retirement annuity to a Lisp-based retirement annuity with the same provider.

What should I consider when looking for a retirement annuity?

26 Nov 2020
If this is your only investment you may want to explore splitting across other products to get product, liquidity and tax diversification.

How can I ensure land I donate to my ex doesn’t form part of her marriage?

25 Nov 2020
If your ex is married in community of property, the vacant land you donate will form part of the joint estate – but there are various options open to you.

Is it advisable to draw the max from my LA and reinvest the monies offshore?

24 Nov 2020
There is no benefit to what you are proposing, and the risk of incurring a higher tax liability.

Can I set up a trust fund to pay for my mentally impaired child’s needs?

19 Nov 2020
And can I choose a non-profit organisation as trustee of the fund?

If my LA is invested in foreign portfolios, can my income be paid into a global account?

18 Nov 2020
Foreign exchange control regulations prevent this – but once you receive your income in rands you can transfer it to an offshore bank account.

Will I be able to draw all the cash from my pension preservation fund after March 2021?

17 Nov 2020
The scheduled tax legislation change relates specifically to provident preservation funds.
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