Articles

Subscribers benefit from trending information chosen from hand-picked subject matter.

Your tax and business travel

Your tax and business travel

What constitutes ‘business travel’ often means different things to SARS than to taxpayers   STEVEN JONES NOW THAT it has been compulsory for recipients of travel allowances to substantiate their claims by means of a detailed logbook for a number of years, it has...

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How to invest in KrugerRands

How to invest in KrugerRands

Diversifying your investment exposure through Krugerrands SAMUKELO ZWANE THE GEOPOLITICAL tension between Russia and Ukraine has had a significant impact on financial markets and commodities across the globe, especially on oil. This volatility created some...

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Preserve capital, beat inflation

Preserve capital, beat inflation

How active asset allocation improves consistency of returns EBEN KARSTEN MULTI-ASSET and absolute return investing go hand in hand, as the enhanced diversification provided by multiple asset classes should limit downside risk. Importantly, the objective of these funds...

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Investments where SARS chips in

Investments where SARS chips in

TFSAs are great, tax-efficient investments … but other investment tax breaks are also available JACO VAN TONDER THE MEDIA hype about tax-free savings accounts (TFSAs) may take investors’ eyes off the other tax incentives available to them. TFSAs are a great...

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Constructing a portfolio

Constructing a portfolio

You wouldn’t throw a whole load of random ingredients into a bowl and expect a cake. An investment portfolio is no different. FNB A key determinant of successful long-term investing is about finding the ap-propriate assets that match your risk profile and that will...

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Read my lips: No new taxes!

Read my lips: No new taxes!

(Unless you drink or smoke, that is …) STEVEN JONES IN THE run-up to the 1988 US presidential election, Republican nominee and incumbent vice-president George HW Bush built his presidential campaign around these words: “Read my lips: No new taxes!” This promise was...

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SARB MPC raises repo rate to 4%

SARB MPC raises repo rate to 4%

SARB decision lays a path to transition from emergency measures   JACQUES CILLIERS and MAMELLO MATIKINCA-NGWENYA THE SOUTH African Reserve Bank’s decision to adjust rates is a sign of recovery in the underlying economic activity, with the mitigation of...

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PERSONAL FINANCE is South Africa’s leading monthly investment strategy magazine aimed at individuals who are serious about saving money, securing their financial future, building wealth, and preserving it for future generations.

TAX BREAKS draws from the collective wisdom of the country’s leading tax experts, helping subscribers minimise their tax bills, understand their compliance obligations, structure their affairs in a tax-efficient manner, interact with SARS, and be kept on all the latest tax issues.