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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.

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.

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.

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.
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