dividends
If you are an individual investor, you can use your annual capital gains tax exemption, being the first R40 000 of gains made on your investment portfolio, to rebalance their portfolios if necessary.
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
Real Estate Investment Trusts (REITs) own income-producing property such shopping centres, office blocks, factories, warehouses, hotels and student accommodation, to name just a few. REITs provide investors with a lower-risk investment model with a diversified portfolio of properties. REITs are
Endowments also offer tax benefits to investors with a marginal tax rate of more than 30% as it will reduce the tax payable on investment growth. However, it is important to bear in mind that endowments have restricted investment terms
When it comes to factoring in Capital Gains Tax it is important to bear in mind that CGT may be applicable to both a unit trust investment and a rental property.
