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Colin Daniel

In Personal Finance on 1 August

Prescribed minimum benefits: how proposed amendment could affect members of medical schemes

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Colin Daniel

Major shake-up of estate plans likely

The Davis Tax Committee has recommended that the tax breaks that couples enjoy on estate duty and donations tax should be curtailed.

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Trust only registered providers with your cash

Have you checked whether your financial services provider is registered with the Financial Services Board and what products it is authorised to sell?

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In Personal Finance on 1 August
July 30 2015 at 17:40

Prescribed minimum benefits: how proposed amendment could affect members of medical schemes

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Major shake-up of estate plans likely
July 24 2015 at 19:25

The Davis Tax Committee has recommended that the tax breaks that couples enjoy on estate duty and donations tax should be curtailed.

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Treasury wants you to retire better by default
July 24 2015 at 19:34

The government’s new retirement reform proposals, if implemented, will have far-reaching consequences for the retirement and investment industry.

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How repo rate increase will affect you
July 24 2015 at 19:34

Some consumers may pay more than an additional 0.25 percent on their loans

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‘Pot of money’ approach is wrong
July 24 2015 at 19:24

South African retirement plans that are designed to provide you with “a pot of money” at retirement have completely the wrong focus, a Harvard professor says

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Trust only registered providers with your cash
July 24 2015 at 19:25

Have you checked whether your financial services provider is registered with the Financial Services Board and what products it is authorised to sell?

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Tax-free savings for the ultra-conservative
July 24 2015 at 19:28

The banks have interest-based tax-free savings products, but will you benefit over the long term?

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Use of RA funds to save on estate duty set to end
July 24 2015 at 19:28

National Treasury has moved to close a loophole that enables taxpayers to save on estate duty by contributing substantial amounts to retirement annuity funds after they have retired.

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PAYE relief for over-65s who belong to medical schemes
July 24 2015 at 19:26

Taxpayers over 65 who belong to medical schemes may see an increase in their monthly incomes if National Treasury’s proposals to amend the PAYE and provisional tax calculations are implemented.

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Setting up a trust to reduce tax ‘should be stopped’
July 24 2015 at 19:24

A recommendation to stop taxpayers from using trusts to reduce tax could result in people who have established trusts for tax purposes only reconsidering their viability.

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Items 1 - 10 of 44