Blog

17
Feb

What if you contribute more?

· · · · · · · | Investment Wisdom

Your tax-deductible contributions to a retirement fund are subject to a maximum of 27.5% of the greater of your taxable income or remuneration, with an annual ceiling of R350 000. Carrie Furman, a tax specialist at Allan Gray, says that although most of us may find it difficult to get anywhere near these limits, there […]

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19
Feb

Your Financial Year Checklist

· · · · · · · · · · · · · · · · | Investment Wisdom

The current 2018/2019 tax year is ending on 28 February 2019. During this time, it is important to remember to make use of certain benefits for the year such as your annual deductions and exclusions: Contributions to a retirement annuity can be claimed as a tax deduction when filing your annual tax return. These contributions […]

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14
Jan

The advantages of investing in a Retirement Annuity

· · · · · · · · · · · · | Investment Wisdom

This time of year, many investors are in a rush to contribute as much as possible towards their retirement annuities before the end of the financial year, and rightfully so. Along with the most obvious tax advantages associated with a retirement annuity (RA), investing in a retirement annuity also offers an array of other benefits: […]

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09
Apr

Why cash can be the riskiest asset of all

· · · · · · · · · · · · · · · | Investment Wisdom

When you consider the biggest risk to your wealth – Every investor would have heard of equity and listed property referred to as ‘risk assets’. They would also have seen a graph which shows the relative risk of different asset classes, with cash at the bottom as the ‘lowest risk’ and equity at the top […]

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