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…

Latest proposed Income Tax changes affecting individuals
Articles | Personal Income Tax

Latest proposed Income Tax changes affecting individuals

The draft Taxation Laws Amendment Bill, 2018 has been published on 16 July 2018. A number of changes that were not discussed in the budget speech and that will impact individual taxpayers, have been proposed. We will focus on 3 specific changes: Changes to the Medical Tax Credits regime; Tax treatment of transfers to pension…

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…