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
Facing the facts around retrenchment
With the latest GDP growth figures showing that the economy contracted 0.6% in the third quarter, SAA heading into business rescue, and the problems at Eskom persisting, it looks like we are in for a difficult year ahead. This suggests that the prospect of retrenchment is a very real threat for many South Africans
What Taxes Do I Pay When I Invest offshore?
Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay?
Retiring or withdrawing? Think carefully before sending us the form
You need to ensure you understand and carefully consider the tax implications of your decision before submitting an instruction.
Let SARS help you pay for retirement
The South African Revenue Service (SARS) wants to help you pay for your retirement.
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
Sleeping through a revolution
South Africans have slept through a revolution in Reserve Bank strategy, failing to recognise the staggering effect of the decline in real interest rates on their financial planning.
Tax and investment planning through the lens
Not all investments should be housed in retirement annuities, despite their many tax benefits. In fact, RAs are of no use if you require investment funds before the age of 55. Professor Lester takes a closer look at the issue and offers a strategy of checks and balances.
Retirement fund withdrawals and tax
The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump sum pay-out from retirement funds increased from R315 000 to R500 000.
What does the Budget speech mean for SA?
Professor Matthew Lester analyses the 2014 budget speech and shares his thoughts on the possible implications.
