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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.

How do I choose the best living annuity, return-wise?

5 Sep 2019
Avoid picking funds purely on performance – simply going for last year’s winners or losers isn't a fund-selection process.

How do I start a share portfolio?

6 Feb 2019
What is a good balanced portfolio to start with for someone in their 20s?

What’s better: investing in a 30-day notice account or unit trusts?

18 Dec 2018
A combination of income funds run by respected asset managers may be one of the safest forms of investment, other than cash.
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