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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.

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.
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