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…

South African Expat options in lieu of the new tax changes on foreign employment income
Articles | Personal Income Tax

South African Expat options in lieu of the new tax changes on foreign employment income

Should you formally emigrate?  Is financial emigration the best route or can South African expats rely on Double Taxation Agreements (DTAs)?  The changes to Section 10(1)(o)(ii) of the Income Tax Act is looming for South Africans working abroad.  With just more than twelve months to go, South African expats are scrambling to determine what their…

Is avoiding our client’s income tax position costing us?
Articles | Capital Gains Tax | Personal Income Tax | Practice Management

Is avoiding our client’s income tax position costing us?

The majority of financial planners I have the privilege to engage with say they avoid the area of income tax when it comes to their clients’ planning. Why?  They believe it is a specialist field that is best when left to tax practitioners and accountants. They believe it is a high-risk area due to its…

Buying a retirement annuity only to save tax is not a great idea
Articles | Personal Income Tax | Retirement Planning

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?
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…