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Articles tagged as "retirement annuity"

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Could you survive on less than a third of your income in retirement?

By Twanji Kalula on 27 Jan 2022

Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...

How to make investing for retirement feel less like a sacrifice

By Thandi Skade on 11 Oct 2021

With all the financial demands of present-day life, it can be difficult to stay focused on investing for our longer-term financial goals. Balancing the...

Investing with tax benefits in mind during uncertain times

By Carla Rossouw on 15 Feb 2021

Amid the extreme uncertainty brought on by COVID-19 and the ongoing lockdown restrictions, investors are tasked with looking beyond the current crisis and...

Upcoming changes to provident and provident preservation funds

By Shaun Duddy on 27 Jan 2021

The Taxation Laws Amendment Act includes changes to the legislation that governs provident and provident preservation funds that will come into effect on 1...

Upcoming changes to provident and provident preservation funds

By Shaun Duddy on 27 Jan 2021

The Taxation Laws Amendment Act includes changes to the legislation that governs provident and provident preservation funds that will come into effect on 1...

Are you making the most of your tax-free investment account?

By Tamryn Lamb and Twanji Kalula on 27 Jan 2021

Set against a backdrop of lower overall returns, it is important to ensure that you are incorporating tax-efficient strategies in your broader long-term...

Ready, set, invest

By Lise-Mari Crafford on 14 Dec 2020

Starting a new long-term investment is less daunting when you follow a methodical approach. In the fifth instalment of our 6-part Personal investing 101...

Part 2: How to determine the value of your business

By Tyrone Brand on 16 Nov 2020

Getting your business valued is an important step towards planning for succession. Tyrone Brand, Allan Gray distribution development specialist, unpacks the...

Make the most of your tax benefits

By Carla Rossouw on 29 Jan 2020

The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Retirement planning in reality

By Leaveil Des Fountain on 24 Jul 2019

To truly break the cycle of poverty and start creating generational wealth, young working professionals need to prioritise saving for retirement. Leaveil Des...

Planning for retirement in the gig economy

By Tamryn Lamb on 21 Jun 2019

Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...

The ultimate human race

By Belinda Carbutt on 31 May 2019

As investors there is a lot we can learn from marathon runners that can assist us with our own “ultimate human race” – the challenge of retiring financially...

Is there any tax benefit in saving over the annual tax deductible amount towards retirement?

By Carrie Norden on 05 Feb 2019

One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction for contributions, subject to a maximum of 27.5% of...

How to prevent a financial day zero

By Belinda Carbutt on 12 Nov 2018

Over the past year, Western Cape residents have had to envisage a future without running water and adapt their lifestyles accordingly. They have rallied...

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