So what are investment policies? You know, those things that were sold to you about 30 years ago. Or if you're too young for that, the things that your parents took out when you were small. Probably to save towards…
Tag: tax
SARS Medical Tax Credits
Claiming for SARS medical expenses may seem complex, but it really isn’t! As long as you have your medical aid certificate (if applicable) and any qualifying medical expenses along with receipts, SARS will do all the medical tax credits calculations for…
Income tax on your interest
Having recently discussed the building of an emergency fund, let's now look at the tax on your interest. Why don’t financial services companies tell you exactly what you’re going to get? In a world where performance is almost always the…
Capital Gains Tax for retirees
Capital Gains Tax for retirees and how it affects them when selling their homes after 30 or 40 years, when the property has greatly increased in value.
Preparing for the 2019 tax season
First published in City Press The 2019 personal tax season has officially opened and one can start submitting tax returns online via eFiling or the MobiApp. This tax submission relates to any financial transactions you made between 1 March 2018…
The tax implications of cashing in your Provident Fund
First appeared in Estate Living It’s not uncommon to change jobs every few years and at the same time decide to cash out your Provident Fund. It seems like a great way to access some “quick cash”, but is it…
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How the 2019 Budget Speech affects us
First appeared in Estate Living There was much hype and anticipation ahead of Finance Minister Tito Mboweni’s budget speech in March. Knowing some of the major challenges the country faces many were interested to see how the Finance Minister would juggle…
#MoneyMonday – Have you submitted your tax return?
#MoneyMonday with Take Charge of Your Money Short to-the-point money thought every Monday to give you motivation, perspective or action for the week. Get these straight in your inbox. Have you submitted your tax return yet? Many of us dread…
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