In the spirit of tax season, Carla Rossouw, tax lead at Allan Gray, discusses how investors can make their money work harder using tax breaks.
Blog Archives
How to maximise tax benefits before the end of February
Tagged with: retirement annuity, Tax, tax benefits, tax free savings, Tax season
Posted in News, Press Room
Posted in News, Press Room
Don’t let December derail your long-term plans
As we approach the proverbial finish line after a long year, most of us are looking forward to a well-deserved break. However, as we focus on making memories with our loved ones and living in the moment, it is easy to lose sight of our long-term goals – particularly when it comes to our finances.
Let SARS help you pay for retirement
The South African Revenue Service (SARS) wants to help you pay for your retirement.
How to maximise tax benefits before the end of the tax year
How to maximise tax benefits before the end of the tax year
Convert part of your tax bill into retirement savings
Convert part of your tax bill into retirement savings
Managing risk and tax on retirement
The annual SARS statistics report reveals valuable data. Professor Lester looks at the positive aspects of tax reform, and particularly the better tax deal given to retired taxpayers.
Tagged with: post retirement, retirement annuity, retirement planning, Tax
Posted in News, Press Room
Posted in News, Press Room
Are RAs deserving of bad publicity?
Other than the obvious merits of providing an income in retirement, retirement annuities are also one of the most tax efficient investments available.
Golden-year dreams come true
We all dream of having a carefree and financially healthy retirement. Unfortunately, for some of us, this dream never becomes a reality.
Tagged with: guaranteed life annuity, living annuity, retirement annuity, retirement planning
Posted in News, Press Room
Posted in News, Press Room
Provident funds and annuity alignments
There is going to be heated debate in retirement planning circles as a result of the proposed amendment to implement annuitisation requirements on provident funds with effect from 1 March 2015.
Tagged with: Annuitisation, provident fund, retirement annuity, retirement planning
Posted in News, Press Room
Posted in News, Press Room
What happens to your retirement fund benefits when you die?
It is important for retirement fund members to understand what happens to their retirement benefits when they die to reduce any potential burden on their dependants and/or beneficiaries.
Tagged with: Death benefits, Estate planning, retirement annuity, retirement fund
Posted in News, Press Room
Posted in News, Press Room
