Blog

29
Jul

a Life Insurance Guide

· · · · · · · · · | Life Insurance

Taking out insurance is about more than being prepared for the unexpected or signing up because it is the ‘right thing to do’. Insurance should be carefully adapted and tailor-made to suit every different stage of your life, whether you are a young executive starting out, or a pensioner wanting to enjoy life. We know […]

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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

Let SARS help you pay for retirement

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

The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by offering generous tax deductions when you make contributions to your retirement annuity (RA), pension or provident fund. On 1 March 2016, the tax deductions for retirement savings increased from 15% to 27.5% – which means you can […]

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