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Was the tax calculation on my pension withdrawal correct?

21 May 2020
You need to determine whether you've made any previous withdrawals that would have impacted how you've been taxed.

Can I capitalise on the bear market by doing an RA/LA swop?

23 Apr 2020
Retirement annuities, living annuities – any investment decision should be considered within the requirements of a financial plan.

Can I still invest in an RA at 50?

9 Apr 2020
Yes, there is no age limit on retirement annuity contributions.

Should I take a bond on paid-up rental property to invest offshore?

8 Apr 2020
It wouldn't be wise to put yourself in debt to fund an offshore investment.

Is there a tax benefit to purchasing an RA with my retirement lump sum?

3 Apr 2020
Investing your retirement cash lump sum withdrawal into a retirement annuity could prove to be very beneficial.

Should my mom purchase a retirement property using a trust?

12 Mar 2020
The decision will have to take into account various factors particular to both the individual and the larger family.

Can I switch unit trusts without incurring CGT?

10 Mar 2020
It is important to differentiate between a compulsory unit trust investment and a discretionary unit trust investment.

Can I claim back for tax on my RA payout?

6 Mar 2020
No contributions to any tax-deductible investment product can result in you receiving tax back from Sars.

Can I use an RA to reduce my tax liability in retirement?

7 Feb 2020
Few people realise that there is no age limit to continue to place capital into a retirement annuity.

Can I get tax benefits from contributing to my kids’ RAs?

19 Sep 2019
Considerations when contributing toward retirement annuities and other long-term investments for your children.

Where is it best to invest R3m?

13 Sep 2019
Several things need to be considered; staying focused on your long-term objective – retirement – is important.

Is there a tax-saving route to financial emigration?

9 Sep 2019
If I proceed with financial emigration to Mauritius, will I still be personally liable for capital gains tax on the shares I hold in a company?

Will I be taxed for contributions to a new business?

6 Sep 2019
Tax implications will depend on the nature of the business and how you structure the investment.

I’m 69 and working. How do I gain more tax relief?

25 Jul 2019
A look at how to benefit from medical aid and retirement annuity contributions.

Should I invest a lump sum or contribute monthly?

22 Jul 2019
The amount of time you spend in the market and the frequency with which you invest are two important factors to consider.
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