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Financial Planning

  • How to begin planning your pension
  • It's never too early to start planning for retirement. And this means thinking about a pension or another way of investing for your later years. So what should you consider when it comes to finding the best pension solution for you? Read on to find out… The earlier you start planning for retirement, the better Read anything about retirement planning and you’ll no doubt come acro... ››› more
  • [01 October 2015]
  • If you're still paying tax on your investments you're losing out big-time!
  • Do you own unit trusts, ETFs or shares? If you do, you're paying 15% tax on all the dividends you receive. You also pay 13.33% capital gains tax once you sell any of these. In fact, if you held them for less than three years you will end up paying up to 40% in income tax on them… But you don't have to. Stop paying tax on your investments today The National Treasury introduced Tax... ››› more
  • [23 September 2015]
  • Why you should set up an Inter Vivos Trust
  • Estate planning is an aspect of life that many people don't make time for. But by ensuring you plan your estate well, it can make things a whole lot easier for you and your family. One essential estate planning tool is an Inter Vivos Trust. So what is an Inter Vivos Trust? And why should you consider setting one up? Read on to find out… What is an Inter Vivos Trust? An Inter Vi... ››› more
  • [21 September 2015]
  • Ensure you have these bases covered in your estate planning
  • Over the years, you'll likely build up the assets you hold. This could be property, investments in shares, jewellery and other items of worth. Whatever you have, it's important you think about estate planning. Estate planning is about sorting out what will happen to your assets when you pass on. So what are the major things you need to consider with estate planning? Read on to find out…... ››› more
  • [10 September 2015]
  • What investment strategy should you follow for retirement?
  • If you're investing for your retirement, you may want to take bigger risks when you're younger and move into safer investments the older you get. The idea here is that you can make up for any losses as you age. But this perhaps isn't the best way to approach your retirement investments. Let's take a closer look… Investing for retirement When you’re younger, retirement seems ligh... ››› more
  • [08 September 2015]
  • How to manage your cash
  • It's prudent to have a cash emergency fund to tide you over if something unexpected happens. It's also a good idea to hold some cash as part of your investment portfolio. So where should you keep your cash? You need to weigh up the returns… Keeping your cash in the bank Keeping your cash in the bank is one of the safest ways to store it, but it’s also likely to give you the poo... ››› more
  • [08 September 2015]
  • How best to prepare for retirement
  • It's probably not a surprise to learn that many South Africans haven't adequately prepared for retirement and have little or no savings. Saving for retirement is something that you need to do. How else are you going to support yourself when you're older? You may think you don't have enough money to save towards retirement, but chances are you do. Read on to find out more… Stop was... ››› more
  • [03 September 2015]
  • Uncover your step-by-step guide to generating wealth
  • You may think the only way to grow substantial wealth is to invest on the stock market or trade futures and other risky instruments. It's not. You just need to invest some of your time, and you can generate and grow wealth. Here's how you can do it… All you need is to invest your time to kick-start your wealth building journey You can generate an income which grows your wealth in... ››› more
  • [02 September 2015]
  • Investing in government retail bonds: Why you should reinvest your interest
  • Investing in government retail bonds is a good savings vehicle to consider if you want to lock your money away for the longer-term. By lending money to the South African government by buying these bonds, you receive two interest payments a year until your bonds mature. But should you take your interest or should you reinvest it? Let's take a closer look… The interest you receive f... ››› more
  • [31 August 2015]
  • The tax implications of buying government retail bonds
  • Government retail bonds (or RSA Retail Bonds) can be a useful savings vehicle. But like all other sources of interest and income, you may have to pay tax on your gains. So when are you liable to pay tax on the interest you receive from government retail bonds? And is there anyway round it? Read on to find out… How government retail bonds work From just R1,000 you can invest in govern... ››› more
  • [27 August 2015]


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