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Category: Tax efficient

Seven ways to manage your debt

  • 24 October 2022
  • 10:56
  • Travis McClure CFP®
We look at some strategies to help you manage your finances if the pandemic has forced you into debt or credit.

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Three tips to improve your financial footing

  • 11 May 2021
  • 06:27
  • Marco van Zyl CFP®
It’s easy to get caught up in spending too much to the detriment of your savings potential. We provide three steps you can take today to put yourself in a better financial position for the future.

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Take Advantage of a Tax-Free Savings Account

  • 21 January 2021
  • 08:35
  • Travis McClure CFP®
We all know that saving is beneficial, but it always hurts when you have to pay the tax man his share. One way to legitimately avoid doing so is through a tax-free savings account.

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3 Investments Products that Can Maximise Your Tax Efficiency

  • 1 January 2021
  • 08:35
  • Travis McClure CFP®
Taking advantage of these investment products can legitimately save tax and enhance your after-tax returns.

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What should I consider when looking for a retirement annuity?

  • 11 December 2020
  • 08:30
  • Stephen Katzenellenbogen CFP®
Making smart choices about your retirement savings throughout life can help you retire comfortably. Starting with choosing the right company and retirement plan for your savings.

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How the “expat tax” could affect you

  • 8 December 2020
  • 10:31
  • Stephen Katzenellenbogen CFP®
As of 1 March 2020, South African residents working abroad may face an increased tax bill. What do the changes really mean and how will they impact you?

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How to lower your tax burden with a Section 12J investment

  • 27 January 2020
  • 11:57
  • Stephen Katzenellenbogen CFP®
Everyone wants to lower their tax burden, but are you willing to take on some risk for doing so? A Section 12J investment could be for you.

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How to get SARS to pay back the money

  • 17 September 2019
  • 10:18
  • Stephen Katzenellenbogen CFP®
A look at three investment products that offer you tax benefits.

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