How to get SARS to subsidise your retirement
Paying tax is a necessary obligation that ensures that our government is able to deliver essential services to the people of our country....
What's the difference between retirement products?
Official retirement products have great tax benefits but come with some restrictions. Understand your options before you commit. Making...
Retirement planning – is it keeping you awake at night?
The chances are, if you’re older than fifty, you’re probably thinking about planning for your retirement right? If you’re only just...
Boost your retirement savings by reducing your monthly tax burden
If you earn R50 000 a month and were shown a perfectly legal way to save almost R800 000 in tax over 20 years, would you take it? Niel...
Save thousands in tax by diversifying your retirement savings
It is crucial to find the balance between discretionary and retirement savings When planning for retirement it is crucial to look at a...
Don’t overlook cash investments in retirement planning
In October, the focus is on retirement. This theme draws our attention to the need to plan and save for the day when we will retire. I...
Your current income should dictate your retirement income
Most South Africans don’t know how much money they will need in retirement. The World Bank reports that less than 6% of South Africans...
How much can you invest in retirement funds by way of tax-deductible contributions?
The Income Tax Act changed in March 2016 to ensure fairness in tax deductible contributions to retirement funds. Historically there were...