November 3, 2025

The ‘Big Three’ Tax Worries (Part 2): Shares

In the second part of this series, we focus on shares. If claiming against our car allowances is the number one thing that keeps us awake […]
November 3, 2025

CGT and Unit Trusts: When Are You Liable?

What are the Capital Gains Tax implications of investing in unit trusts? Unit trusts, or collective investments to give them their proper name, have long been […]
November 3, 2025

Have a Little R.E.S.P.E.C.T for My Wishes

Your will gives you the final say – even after you’re gone. A Michigan court has ruled that a handwritten document from 2014 is Aretha Franklin’s […]
October 13, 2025

Rethinking Retirement Investment Risk

Why getting aggressive with your pension portfolio pays off. As retirement approaches, many people reduce their risk profile by shifting their pension investments to more conservative […]
October 13, 2025

Downsizing for Retirement: Making the Move That Makes Sense

Less space. More freedom. As retirement approaches or the kids move out, many homeowners start to rethink their living space. Downsizing isn’t just about getting a […]
October 13, 2025

Banking Fraud and Estate Administration – The Case That Put Banks on Notice

In a landmark judgment delivered by the Western Cape High Court recently, the court made it clear that banks cannot escape liability when they pay estate […]
October 13, 2025

How SARS Holds Individuals Accountable with Lifestyle Audits

When it comes to tracking down tax-dodgers, SARS has the tools, the people, and the will. Tax evasion and illicit financial flows are two areas that […]
September 3, 2025

How to Prepare for an External Audit

Getting ready for an external audit is an essential process for any business aiming to uphold compliance, ensure transparency, and strengthen its governance practices. External audits […]
September 3, 2025

Declaring Too Much Income to SARS?

It sounds crazy, but it happens more often than one would think… Many a taxpayer has experienced the wrath of SARS when failing to declare all […]
September 3, 2025

The ‘Big Three’ Tax Worries (part 1): Cars

What keeps taxpayers awake at night? Judging by the many questions that I’ve been asked as a tax practitioner over the years, there is a definite […]
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