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Capital Gains Tax

  • Read this” #MindBlowing
  • You recall the ‘mind blowing' emoji? That's how I feel every time I find someone without a tax-free savings account (TFSA). After all, it's one of the best investment decisions you can make as a South African. It's a total no-brainer if you're serious about investing. And, just last week, Tito Mboweni, the SA finance minister, increased your tax-free annual limit from R33 000 to R36 000. ... ››› more
  • [06 March 2020]
  • The Coronavirus is far worse than the media is telling you
  • This coronavirus is getting out of control! And markets couldn't care less… The S&P500 is at record highs. Chinese shares have bounced almost 8% from their lows. And yet, every indication is, we're facing massive real-world consequences after the Chinese authorities continue to quarantine tens of millions of Chinese workers. It's no wonder markets are pushing higher however a... ››› more
  • [20 February 2020]
  • Receive dollar-based performance through structured products
  • Since my last article on the subject of structured products I have received a number of enquiries from readers asking for more information. Due to the overwhelming response I decided to do this follow-up article and go over the most frequently asked questions. First, for those who may not have read the original, here is a brief recap. I discussed a currently available structured product with ... ››› more
  • [22 September 2017]
  • Everything you MUST know about tax and your investments
  • If you've been acting on the share recommendations the FSPInvest team delivers every month in publications like The South African Investor, Real Wealth and Red Hot Penny Shares, then you're probably making handsome investment returns right now. Soon, these investment returns will spark interest from SARS, and soon they'll come knocking asking for their share of your profits. Your broker is... ››› more
  • [09 June 2016]
  • Can a trust really help you protect your generational wealth?
  • To find out if trusts can help you protect your family's financial situation after you're gone, Aiden Sookdin spoke to one of the foremost trust experts in South Africa, Albert Vorster, Senior Fiduciary Specialist at Momentum Trust Limited. Here's what you need to know...   Albert agrees that trusts are still relevant for effective estate planning, asset protection and generational continu... ››› more
  • [10 May 2016]
  • Made a tidy profit from an investment? Chances are you'll have to pay capital gains tax
  • If you hold shares and other investments for the long-term and sell them for a profit, depending on the size of your profit, you could have to pay capital gains tax to SARS. So what exactly is capital gains tax? And how much profit to you have to make to pay capital gains tax? Let's take a closer look… What is capital gain tax (CGT)? Any profits you make from selling an asset (lik... ››› more
  • [13 August 2014]
  • Make sure the tax man isn't ripping you off when buying stocks!
  • “Hi, what are the tax implications when buying shares?” N I'm sure by now you've heard the saying ‘Nothing is certain but death and taxes'. We can't be 100% sure about anything except for the fact that we won't live forever and we'll have to pay the tax man… But that doesn't mean you can't reduce how much tax you pay. So today, I'm going to show you the taxes you'll pay when yo... ››› more
  • [22 May 2014]
  • Have you paid the taxes due on your investing and trading profits?
  • When you invest or trade, there's a chance your activities may result in you paying tax. Depending on what type of investor you are, this could be income tax or capital gains tax. And what about dividends? Do you have to pay tax on these too? Let's take a closer look at the taxes you might be liable for when you invest and trade… Investors pay capital gains tax (CGT) If you’re a long-term... ››› more
  • [28 April 2014]
  • CGT, estate planning and retirement: How to make it all work for you
  • When it comes to your retirement, one of the things you need to consider is how you'll plan your estate. But here's the thing most people don't realise, Capital Gains Tax (CGT) places a big spanner in the works for doing this. And that's why you need to explore the tax effects of CGT on your estate plan. But to do that, you first need to know which assets CGT affects and which ones it doesn't… ... ››› more
  • [17 March 2014]
  • Buying and selling shares: What stockbroker fees and costs you have to pay
  • When it comes to buying shares on the stock market, not only do you have to pay the cost of the shares, you'll have to pay your stockbroker some fees and costs too. And when you sell your shares, you also have to cough up for some fees and costs. But what are these? Read on to uncover the fees and costs you have to pay when you buy and sell shares… There are a number of fees and costs you have... ››› more
  • [10 January 2014]
  • Two resolutions to boost your finances in 2014
  • With the New Year here, it can be easy to concentrate on making resolutions that are personal in nature: Stop smoking, drink less, eat less chocolate, etc. But you should also take the opportunity to address your finances. Read on to uncover two resolutions to boost your finances in 2014… To kick start you getting your financial house in order, here are a couple of pointers to get you started,... ››› more
  • [07 January 2014]
  • Small change, big money! Five benefits of investing in your coin collection
  • Did you know that if you invested R10,000 in Krugerrands in 1973, you'd have over R3.6 million today! Coin investment is a hugely profitable and often overlooked enterprise. Here's how to make that small change into big money, easily… In this volatile and unpredictable financial time, rare and valuable coins can be a safe and lucrative investment. The South African Investor team lists these... ››› more
  • [12 July 2013]
  • Exposed: Three top tax managing tips for your portfolio
  • Unless you run or sit on the board of the companies you invest in, there's nothing you can do to affect your shares' performances once you own them. But there's a way to guarantee your shares will be worth more five, ten and 20 years from now by stiff-arming the taxman… By tax-managing your investments you can save yourself a lot of money over the long-term. That means handling your portfolio ... ››› more
  • [03 July 2013]
  • The tax implications: Are you an investor or a trader in SARS eyes?
  • When the profits are rolling in, the last thing you want to think about is how much of it you owe to SARS, but unfortunately it's a reality of investing or trading - especially with the start of the individual tax season next week. Depending on how you conduct your buying and selling will determine what type of tax you'll pay on the profits… If your portfolio is doing well and your profits sub... ››› more
  • [28 June 2013]
  • Tax and Investing - what you need to know
  • The new tax year has begun - and that means any day now SARS will release its income tax deadlines for the 2012/3 tax year. If you're an investor, you'll need to consider the tax implications of your investments every time you buy and sell your shares. Here's what you need to know about tax and your investments… Last week, the markets saw a rush of investors who were looking to make last-minu... ››› more
  • [04 March 2013]
  • Set up a Trust to ensure your money ends up with your heirs and not the taxman!
  • Investors have been holding their breath about the introduction of higher taxes that'll affect their investment portfolios. With President Zuma's State of the Nation Address offering only a vague idea of ‘increasing the tax base', all eyes now turn to next week's budget speech, as SARS is under strain to intensify its tax collections from a smaller pool of higher-earning taxpayers. Luckily, ther... ››› more
  • [18 February 2013]


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