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4

Alcohol and tobacco duty-free limits for diplomats remain in place

5 Oct 2023 /  Amanda Visser
Decisions to introduce a quota were not unconstitutional, irrational or unfair.
READER QUESTION

Living vs life annuity: Which is best when planning to live abroad?

4 Oct 2023 /  Munaf Mukadam
There are many aspects to consider, and many moving parts in structuring an optimal retirement income for such a niche objective.
READER QUESTION
1

How can I maximise R2.5m while protecting the capital?

3 Oct 2023 /  Gareth Collier and Michael Haldane
Two advisors answer this reader's question.
2

Absa’s tax ruling: Are taxpayers losing constitutional rights?

3 Oct 2023 /  Amanda Visser
Taxpayers are frustrated by the courts’ reluctance to hear reviews in tax matters.
2

Absa gets a bloody nose in its drawn-out dispute with Sars

2 Oct 2023 /  Amanda Visser
SCA overturns high court finding and sends Absa back to the beginning.

Maximising value in challenging economic times

1 Oct 2023 /  Buli Ndlovu
A financial spring clean is the perfect way to reset your financial situation and re-evaluate your goals.

Spring weather changes are here – your hail survival guide

30 Sep 2023 /  Attie Blaauw
Being prepared for the season can help significantly minimise costly damage.
Money Rules Podcast

Going to the chapel … but are you financially compatible with your partner?

29 Sep 2023 /  Boitumelo Ntsoko
Chrisley Botha of PSG Wealth discusses the questions couples need to ask before getting married.
READER QUESTION
4

What’s the best way to get my estate under the R3.5m tax threshold?

27 Sep 2023 /  Suzean Haumann
Is transferring my house to my eldest son as a living inheritance an option?
READER QUESTION

Is it a good idea to put the funds from a property sale into a RA?

26 Sep 2023 /  Eric Jordaan
You could contribute the full proceeds to your retirement annuity, or only contribute the maximum tax deduction and put the rest into another investment solution.
4

Increasingly popular Plan B destinations for South Africans

22 Sep 2023 /  Amanda Visser
Some of the more affordable emigration options.
READER QUESTION
1

What should I be aware of regarding interest that accrues in an ETF?

21 Sep 2023 /  Carl Isernhinke
Will I pay more tax if I withdraw interest from the fund before it is older than a year?
READER QUESTION

If I cash in my late wife’s RA, will I still qualify to take R550k tax-free from my RA? 

20 Sep 2023 /  Michael Haldane
The death benefit of an RA is taxed in the hands of the deceased and will not affect your own exclusion.
READER QUESTION

Married in community of property and your spouse dies – do you get everything, not just half?

19 Sep 2023 /  Munaf Mukadam
The share belonging to the surviving spouse is indisputable, but they are not automatically entitled to the entire estate.

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