Inter-generational Wealth

What comes to mind when thinking of inter-generational wealth, is the dynasties that have managed to accumulate massive family fortunes over multiple generations. However, the accumulation of inter-generational wealth is a lot more attainable than it is considered “glamorous” – or at least it should be. The article below expresses the need to accumulate...

Don’t build your retirement home with bricks

This article aims to provide findings and insights on investing in property in preparation for retirement planning, derived from Senior Investment Consultant at 10X Investments, Michael Rossouw. In essence, there is more to investing in property. Rossouw articulates, “There’s a spreadsheet, and there’s the real world.” Investing in property on paper appears simple: borrow...

Tax smart investing in turbulent times

Amid unsure times, being tax smart and investing optimally can go a long way to improving one’s long term financial outlook. In this article, we look at findings and insights derived from an interview with Senior Legal Advisor at Nedgroup Investments, Denver Keswell. Keswell shares useful tips to make the most of tax-saving opportunities...

Different retirement funding vehicles and how they work – A look at the rules for withdrawals, early termination, and transfer

In this article, we explore in more detail, the various types of retirement funds that are available to investors, as well as the rules that are applicable regarding withdrawals, early termination, and transfer. Pension fund Contributions The contributions that an employee makes towards a pension fund are tax deductible up 27.5% of pensionable income,...

What happens to your debt when you die?

A deceased estate is a term for your assets, income, and liabilities after you pass. This is vested in the Master of the High Court, who appoints an executor to manage the affairs of this estate – including: collecting assets, liquidating the estate’s liabilities, and distribution of the balance to heirs. The executor is...

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