Tag: assets

Reset will help you get unstuck, shake off old habits, and overcome the inertia of the way things always work. Heath shares a framework based on research in psychology and hundreds of interviews. This framework helps you vault toward what really matters. Crucially, you can make positive changes without needing additional time or money (which, for most of us, isn’t available).

South Africa can promote future investment and encourage corporate growth by addressing discrepancies in laws governing mergers and amalgamations. Section 44 of the Income Tax Act governs merger and amalgamation transactions from a tax perspective. It provides tax rollover relief if certain requirements are met.

It is that time of year again when you are swapping out your summer wardrobes for your festive season attire. You are having a long-overdue de-clutter and booking annual check-ups for the family. While you are at it, take the opportunity for your annual personal estate review to re-evaluate your estate documents and give the administrative side of your life a thorough spring-clean too!

When discussing the value of the financial profession, financial advisers are often compared to medical doctors and are sometimes even called ‘financial doctors’. The reason behind this is that financial advisers look after the financial challenges of clients in much the same way that doctors look after the health issues of patients. This is not a perfect analogy, but there are certainly some comparisons to be drawn.

Get Your Will Right is a practical guide on what you should consider when drawing up your Will to reduce the cost of managing your estate. The book will guide you on how to structure your assets to minimise estate duty and will help your family with the process of finalising your estate, while highlighting the problems that could occur should your will be lost or incorrectly completed.

We often hear that South Africans are not saving and investing enough. A report from Genesis Analytics in partnership with the Financial Sector Conduct Authority (FSCA) showed that 90% of South African retirees can’t sustain their standard of living prior to retirement, and two-thirds of members have less than R50,000 in their retirement fund.