March 11, 2024

Maximising Wealth, Minimising Tax 

A comparative look at retirement annuities versus tax-free savings accounts. When it comes to personal finance, every individual has different needs, dreams and financial goals, as […]
March 11, 2024

Tax ‘Tune-Up’ for 2024

Tweaks to help make your filing easier this year…and save some tax! “Time sure flies when you’re having fun”, so the old saying goes. The other […]
March 11, 2024

How to Sidestep Common Retirement Savings Mistakes

Saving for retirement is a crucial aspect of financial planning, yet it is fraught with challenges and pitfalls, especially in a dynamic economic landscape like South […]
February 6, 2024

Beware of Tax-Related Scams

Over the past five years, the SAFPS has seen a steady increase in the number of tax-related scams. Improved efficiency To improve efficiency when it comes […]
February 6, 2024

Strategies for Responsible Store Card Usage

Store cards offer numerous advantages, but it’s crucial to utilise them wisely and responsibly while maintaining financial discipline. Store cards provide a convenient way to purchase […]
February 6, 2024

The Financial Costs and Benefits of Solar Power

The shift towards renewable energy in South Africa has seen a significant rise in the adoption of solar power. While the benefits of solar energy, such […]
January 12, 2024

Don’t Lose That Tax Loss!

Sustaining losses on certain activities, blissfully assuming that SARS will chip in at year-end? Make sure that this loss is not ‘lost’ forever. Many people have […]
January 12, 2024

From Departure to Encashment

How the two-pot retirement system impacts expats The much-anticipated two-pot retirement system, introduced as a ‘knight in shining armour’ for South Africans, has received a new […]
January 12, 2024

Smart Budgeting Tips to Make the Most of Your Income

Have you ever found yourself puzzled by your bank statement, wondering where all your money went? Those daily coffees and occasional treats can add up faster […]
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