You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

Home    Q&A    Unit Trusts
Showing filtered results for
Q&A Topics > Unit Trusts

Does a unit trust fall outside a deceased estate?

14 Sep 2021
Unit trusts form part of the deceased estate and will need to be included in the J243 inventory showing all the assets.

What can I invest R500k in to get R5k a month and still keep my investment as is?

18 Aug 2021
In the current environment, the best match with your requirements would be either a ‘variable income’ or a ‘multi-asset income’ unit trust fund.

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.

Should I draw from funds that produce lower or higher returns?

20 May 2021
You could consider withdrawing out of the lower-yielding investment. Here's why.

What’s the best way to invest R10k for my son’s university education?

23 Dec 2020
And which unit trust fund would be best should I want to invest one?

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.

Should I invest in overseas feeder funds or overseas rental property?

8 Sep 2020
The two differ significantly in terms of risk, possible returns and diversification opportunities.

Should I file a complaint against my wealth manager with the FSCA?

23 Jul 2020
Steps to take before approaching the regulator.

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 it in my best interest to sign a Category II mandate?

11 Jun 2020
A discretionary mandate is used by an investor and a financial services provider to assist in the ongoing positioning of a portfolio as circumstances change.

I have a six-month investment term. What should I invest in?

10 Jun 2020
There is no perfect solution, but here are a few ideas to think about.

Should I withdraw my investments to invest in RSA retail savings bonds?

3 Jun 2020
You may find that your asset allocation in your current unit trust is appropriate to support your long-term needs.

What options are available for ethical investing?

26 May 2020
Shariah-compliant funds and ESG investment products are among the choices available to you.

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.
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us: