capital gains tax

Finding the balance between compulsory & discretionary investing
One key advantage of purchasing a living annuity with your retirement capital is that it is not subject to Regulation 28, allowing for more aggressive investment strategies, including 100% offshore exposure via Rand-denominated feeder funds. Direct offshore investing is not
The A-Z of investing
key function of a multi-manager is to research and analyse the various funds offered by the different asset managers, and then build a portfolio in line with a specific investment mandate. A multi-manager does not handle invested funds but rather
Understanding the economic impact of divorce
If you have been awarded capital as part of your divorce settlement, you’ll likely want to take steps to protect and grow this capital. If you’re awarded a portion of your spouse’s pension interest, you have the option to withdraw
Tax in your estate plan
In terms of calculating estate duty, there is an abatement on the first R3.5 million of the value of the estate which is not subject to tax. If the deceased is the first-dying spouse, they may roll over any unused
Here’s why you need an estate plan
From an estate planning perspective, there are several mechanisms available to reduce estate duty liabilities and, in turn, maximise the inheritance for your loved ones.
A guide to offshore investing
Know how your investments will be taxed
Where you hold REITs in a retirement fund, you will not be liable for tax on distributions, and the ability to reinvest and compound these before-tax distributions within your retirement fund over a long period of time is a significant
12 things to know before investing
As an investor, it is essential to understand the relationship between risk and reward. The higher the relative risk of an investment, the larger the possible returns may be. For instance, cash is considered a low risk investment while equities
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