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DOUBLE EDGED SWORD The SA Revenue Service (SARS) intends to change the way it calculates the effective tax rates of people who receive income from more than one source, one of those being a retirement fund. This will be introduced as from 1 March 2022. The aim is to prevent these taxpayers from accumulating large […]

LIVING WELL IN RETIREMENT OR SURVIVING IN RETIREMENT The future “you” can be a scary thing to imagine. While no one knows the future, it is still challenging to think of a more frail, impoverished version of yourself. The question that will dictate your decisions, is whether you only want to survive in retirement or

IS IT POSSIBLE TO PREPARE FOR CANCER? October is recognized internationally as breast cancer awareness month. While it shares the spotlight with liver cancer for the duration of the month, the pink ribbon associated with the disease has become a symbol that has managed to transcend breast cancer awareness by creating a universal awareness of

SKILLED FOREIGN NATIONALS IN SOUTH AFRICA: 5 AREAS TO REASSESS BEFORE STARTING WORK Sunny shores, diverse cultures and vibrant people, are some of the features that make South Africa a desired destination for skilled foreign nationals. READ MORE Featured in With the world experiencing an international shift of skillsets, the so-called ‘brain-drain’ has created a

5 INVESTMENT TIPS WHEN WORKING ABROAD As the year draws to a close, numerous South Africans are frequenting jobsites as they hunt for opportunities further afield. If you are one of those who are on the cusp of finding work in a foreign country, you have the rare opportunity of reviewing and restructuring your investment

INESCAPABLE EVEN IN DEATH – SARS’ TAX DEBT COLLECTIONS IN THE AFTERLIFE Wealth planning is common in these times, as many wealthy, and often high-net-worth individuals, must ensure the protection of their hard-earned money and assets. What should be just as common, is estate planning, so your legacy remains long after you have left this

SIX POINTS TO CONSIDER WHEN LOOKING AT OFFSHORE RISK PROTECTION Digitization and increased mobility in the workplace are making the world more accessible by the day. With a paradigm shift towards working remotely, many South Africans are looking for ways to do this while travelling the globe. An accompanying spike in people wanting to emigrate

INDUSTRY SURVEY EVIDENCES THE IMMENSE IMPACT OF PROPOSED RETIREMENT FUND CHANGES ON SOUTH AFRICANS ABROAD The Expatriate Petition Group (“EPG”), who has an active membership of 15,000 South Africans abroad, recently conducted a survey to contextualise the proposed retirement fund changes from the perspective of South African expatriates, specifically in light of other recent legislative

START PLANNING AROUND THE ADDITIONAL EXIT TAX BEFORE IT’S TOO LATE On 28 July 2021, National Treasury and the South African Revenue Services (SARS) released the 2021 Draft Taxation Laws Amendment Bill, which will come into effect from March 2022. READ MORE Susan WarrenInsurance Specialist,CFP® Professional Featured in It has enjoyed a lot of scrutiny