The Premier Income Tax Course for Financial Planners and Advisers
Articles | Courses | CPD | Financial Planning | Personal Income Tax | Tax on Retirement Fund Lump Sums

The Premier Income Tax Course for Financial Planners and Advisers

For the first time, I am making my Income Tax Course available in a face-to-face format. This is not a workshop or a masterclass.  It is a full-blown, hands-on course.  I share everything you need to know below. The course will take you from a beginner to the skills and knowledge you need to raise…

Are you a Financial Planner to Healthcare Practitioners?
Articles | Business Assurance | Financial Planning | General

Are you a Financial Planner to Healthcare Practitioners?

Did you know? Recently, a number of Financial Planners have contacted me regarding planning for Healthcare Practitioners. Their questions included: A doctor wants to explore options to reduce his tax liability. Can he register a Private Company? If so, would this be tax-efficient? A family member of the Healthcare Practitioner wants to invest in her…

Financial planning wars?
Articles | Financial Planning

Financial planning wars?

Are we an industry or a profession? Financial planners or financial advisers? Do we help clients secure their futures or are we only concerned with our own? Over the past few months, I have witnessed different financial services role-players become more and more vocal about their views. I fully support robust debate; what does concern…

How disastrous is the impact of the new VAT rate on a client’s investment?
Articles | Estate Planning & Administration | Financial Planning | General | Investment Planning | Personal Income Tax | Retirement Planning

How disastrous is the impact of the new VAT rate on a client’s investment?

Much is being said about the new VAT rate of 15% that will become effective on 1 April 2018 in South Africa. Yes, we are talking about billions of Rands that it will raise, and as a consequence, leave consumers a little poorer, but I was keen to see the impact it will have specifically…