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April 25, 2023

Tax certificate uploads: How to avoid SARS issues

Check, check, and check again … The Sars e-filing system has come a long way from its humble beginnings, and it is clear that the tax […]
April 25, 2023

Accounting tips for small businesses

When operating a small business, there are so many important daily tasks to remember—especially if you are also the business owner.  Your day is most likely […]
April 25, 2023

Reduce the pain of downscaling: Investing in a holiday home as a retiree

The decision to move out of a large residence in favour of a smaller or less expensive property, also known as down-scaling, is often viewed as […]
April 25, 2023

IRP5 not uploaded? Expect significant delays

When an employer’s failure to upload an IRP5 brings SARS to a grinding halt. One of my clients has recently retired—and like all retirees, they went […]
March 29, 2023

Retirement planning – Distributing retirement fund death benefits

Distributing retirement fund death benefits Allocating death benefits, and determining appropriate methods of payment. Once the board of trustees has determined the beneficiaries and is satisfied […]
March 29, 2023

Verlies-van-inkomste dekking met ’n verskil

Waarom afleggingsdekking ’n ononderhandelbare behoefte is vir diegene wat tans werk. Om afgelê te word, is een van die mees traumatiese oorgange in ’n persoon se […]
March 29, 2023

How trusts preserve generational wealth

The estate duty savings are compounded over several generations Articles on trusts are often aimed at settlors or donors to highlight the benefit of trusts and […]
March 29, 2023

10 Tips for embracing change in 2023

How to overcome ‘change fatigue’ and create a winning working environment. Let’s be honest—we’re all tired. The truth is that fatigue is a very common feeling […]
February 20, 2023

Another year, another mini-budget

2022 MTBPS Review: Relatively more pro-growth, and firmly consolidating. In previous years the MTBPS, otherwise known as the ‘mini-Budget’, has served as an economic and fiscal […]
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