Financial Topics for Review, Discussion & Comment in the Blog

Category: "Tax Optimisation"

Five Top Tax Return Tips

  06/24/12 12:40, by Len, Categories: Announcements, Personal Financial Management, Tax Optimisation, Risk Management, Stress
Source - News Item by Next month will see the start of the new tax season, which runs from the 1 July till the 30th November, covering 1 March 2011 to 29 February 2012. Filing your tax return is a cumbersome exercise but there are a few… more »

SAICA Bulletin - 2010 Tax Related Budget Proposals

  02/23/10 10:43, by Len, Categories: Budgeting, Tax Optimisation
Source: Article by SAICA - the South African Institute of Chartered Accountants The SAICA Bulletin can be downloaded in pdf format here Summary: The following is a summary of the tax related budget proposals announced by the Minister of Finance on… more »

SARS May Close Down Dividend Unit Trusts

  02/11/10 06:56, by Len, Categories: Personal Financial Management, Retirement Planning, Tax Optimisation, Risk Management
Source: Article by Leani Wessels - Johannesburg - The South African Revenue Service (Sars) may force some dividend income unit trusts to shut down. This is according to Investec Asset Management deputy MD Thabo Khojane, who told… more »

Following the Golden Goose or Creating a Golden Egg?

  01/12/10 08:06, by Len, Categories: Retirement Planning, Tax Optimisation
Source: Article by Allan Heynen, Director: BDO Spencer Steward With a plethora of retirement products and options to choose from, perhaps the most challenging aspect of planning for these critical years is recognising that your retirement package… more »
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