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Which investment vehicle is best for our kids?

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

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.

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.

Living annuities: Is a drawdown best taken from a local fund?

10 Nov 2020
If the aim is to get maximum global exposure and the drawdown is taken 100% from local funds, how much should be invested in the local fund?

Which is more tax-effective: putting R1.5m in a unit trust or my access bond?

23 Sep 2020
A third option exists that may be the perfect solution.

Can all my investment allocations in my provident fund be invested offshore?

22 Sep 2020
Unfortunately not. The best thing is to look at the total allocation of your provident fund to ensure the maximum of 30% offshore exposure is fully utilised.

What are the tax implications of transferring my RAs into a living annuity?

17 Sep 2020
Transfers to a living annuity are done on a tax-neutral basis, but there are a few things to be aware of.

Can I split my retirement savings into two living annuities without incurring tax?

16 Sep 2020
It's not necessary – diversification can also be achieved within one vehicle.

How would an offshore dividend be taxed?

15 Sep 2020
Most foreign dividends are taxable at a maximum effective rate of 20% via the normal tax system.

Should I invest my emergency fund in a tax-free investment while I look for work?

2 Sep 2020
Whichever product you choose, you should be able to access it when necessary and it shouldn't be exposed to the volatility of the listed share markets.

What are the tax implications of my business making donations to a trust?

1 Sep 2020
Before making donations from funds in your CC, make your tax-deductible contribution to a retirement fund.

What are the tax implications of transferring a farm into a company?

4 Aug 2020
The first consideration is how the transfer will be effected.

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?

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.

What is the most effective way to move a company into a trust?

15 Jul 2020
There are various options, and many factors to consider when dealing with the transfer of assets.
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