Personal Income Tax (PIT) season is often a nightmare rush of catch-up, trying to capture and find invoices, mileage and other expenses! Now that we’re approaching March, start good habits that will make your next tax return that much easier and more rewarding in terms of returns. You’ll be grateful you did… Why everyone hates tax so much Imagine yourself digging through a haystack to find a specific needle ten times in a row… that’s most […]

All offshore who are going offshore… Beginning to invest offshore is increasingly looking good for worried South Africans amidst geopolitical turmoil. Depending on your risk appetite investment expectations, it can work for you and need not be an overwhelming or intimidating experience. Here’s what you need to know: Professional help is essential Everyone can invest offshore, it’s not only for the Oppenheimers… That being said, you cannot go it alone. Every country has its own nuanced […]

For decades retirement savings have formed the foundation of a financial plan, and for good reason – but did you know that retirement savings can not only help finance your older years, they can save you money on tax right now? It’s a common mistake, but many people forget to declare contributions to their retirement annuity (RA) in their tax return. The SA Revenue Service (SARS) allows tax deductions for contributions to your RA, a pension […]

It’s Valentine’s Day this month, a holiday that doesn’t get much love for the way it costs plenty of sensible people a lot of foolish spending. This Valentine’s, why not take a more financially prudent stance? First things first: have the important talks as a coupleThe number of couples who get engaged or take their relationship to the next level around Valentine’s Day is significant… and it’s worth noting that those who talk about money beforehand […]