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  • 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]
  • 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]
  • What are the tax implications of unit trust investing?
  • Most investors think figuring out which is the best unit trust to invest in is the only thing they need to consider. But that's not true! Before getting involved in any investment, you need to consider how the tax on it works. When it comes to unit trust investing, these two taxes apply… SARS levies two taxes on all forms of unit trust investing As the experts at Equinox explain, there ar... ››› more
  • [20 March 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]

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