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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.

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.

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.

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.

Does the asset allocation in my investment portfolio make sense?

4 Mar 2020
Understanding your investment objectives is the first step.

I have R500k in the bank. What should I invest in?

10 Feb 2020
Various available investment options will outperform cash over time.

What should I consider before investing in shares?

5 Feb 2020
The first step is to determine what your investment objective is.
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