Retirement Annuity Basic Guide

Retirement annuity planning is a crucial aspect of financial well-being, and for many South Africans, Retirement Annuities (RAs) offer a flexible and tax-efficient way to save for the golden years. If you’re considering investing in an RA, this guide will provide you with the essential information you need. What is a Retirement Annuity? Why Consider …

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Structured Notes – A Knight in Shining Armour

Structured Notes – A Knight in Shining Armour. The world is in a permacrisis. A permanent crisis that is dragging on ad infinitum. A war in Ukraine, inflation, higher interest rates, a threat of a recession with the subsequent melt down of the equities market. Which begs the trillion Dollar question: “How does one invest …

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Tax Calculator

Hi we partnered up Excel-Skills International to provide an online tax tool for South Africans. The tool is in a trial phase, hence the accuracy has not yet been ascertained and is missing a few important steps. We are working on better tools. In the interim, if you need a qualified tax practitioner to consult …

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15 Legal Ways to Reduce Taxes

NOTE: Some of these are no longer applicable based on the 2021 Budget speech. Contact [email protected] for more information. South Africa: Times are tough. Money saving strategies must be taken seriously. I provide fifteen actionable tips to reduce your tax. Some seen before, others often overlooked. If you do the first step, you will accomplish …

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