The vital role of tax-directive simulations in the retirement process
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The vital role of tax-directive simulations in the retirement process

If you are planning to exit a retirement fund, you need to know how much tax you will pay. A tax directive simulation can help you estimate your tax liability and plan your finances accordingly. Find out how this tool works and why it is vital for your retirement process.

Buying a retirement annuity only to save tax is not a great idea
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Buying a retirement annuity only to save tax is not a great idea

Buy a retirement annuity to save tax! Retirement annuities are a great way to neutralise tax! Save tax now, buy a retirement annuity.  Save tax by investing into a retirement annuity before 28 February.  Your last chance to save tax before 28 February. I lost count of the number of times I read this everywhere…

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