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Q&A Topics > Tax

What are the penalties for accessing your RA before the maturity date?

1 Sep 2021
I'm planning to emigrate before the end of the year and wondering if it would be prudent to stop the contributions now and gain access to the funds.

My ex-employer requested a pension payout without my consent. Can I recoup the tax paid?

24 Aug 2021
If the correct procedure was not followed by your employer, you may be able to bring a case to the ombud to seek compensation.

RA or ETF: Which is best for someone who does not get an RA’s tax benefit?

19 Aug 2021
If there is no tax benefit to an investor, then I do believe there are more suitable structures to invest in.

Will Sars penalise my kids for investments I made in their names?

20 Jul 2021
It is unlikely, unless the unit trust investments exceeded certain thresholds – but going forward, it is important that they understand what types of incomes the different asset classes attract.

Do reinvested dividends count as part of the R36k limit of a TFSA?

1 Jul 2021
They don't – provided that they are automatically reinvested by the product provider.

Are there any legal and financial benefits to incorporating my law practice?

15 Jun 2021
The deciding factor will be whether your income is above or below the 42.4% marginal tax rate threshold.

Will I have to pay provisional tax for crypto coins awarded to me?

3 Jun 2021
And is it safe to overestimate the first submission?

What are the tax implications of an inter vivos trust?

11 May 2021
And what should an individual’s net asset value be for such a trust to be effective?

Is it possible to get back my retirement fund that was attached by Sars?

6 May 2021
You are entitled to request reasons from Sars regarding the deduction and to object to those reasons if you feel they are not valid.

No tax relief for voluntary payments to German social pension: was this right?

5 May 2021
It would make no sense for Sars to provide tax relief for contributions to a retirement fund registered outside of the country.

I want to withdraw R55k from my global account. What’s the best way to use it?

13 Apr 2021
Reader's options include: investing in a TFSA or EasyEquities account, investing directly offshore, or paying a lump sum into their car loan.

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.
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