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How much do I need to invest for a monthly income below the tax threshold?

25 Mar 2021   /  2 answered
Two advisors tackle this reader's question.

What’s the most tax-efficient way to build wealth through property?

17 Mar 2021
Personal ownership, a trust, or company: there are certain advantages and disadvantages in how you structure your portfolio.

What are tax implications of an offshore ETF portfolio held in a wrapper?

11 Mar 2021
Policy owners are not responsible for the personal tax administration of the insurance policy.

Is it a good idea to invest in the SA property market?

24 Feb 2021
On a valuation basis property does show upside potential, but there is a large degree of uncertainty.

What’s the best way to contribute R1m to the purchase of a house in the UK for my child?

18 Feb 2021
And am I able to have part ownership of the house, which may, as a secondary consideration, avoid donation tax?

How much capital do I need to retire early?

UPDATE
11 Feb 2021
I would like a monthly interest payout of R50 000 after tax.

When a company is delisted and liquidated, does this trigger a tax event?

10 Feb 2021
And could I claim losses against my capital gains in the respective tax year?

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.
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