Tax Tuesday: Emigration III – Expat tax

De Wet De VilliersLatest, Tax Tuesday

In our previous two blogs, we looked at the different types of residency and explored the exchange control consequences of leaving South Africa. In our final blog on emigration, we will look at the income tax consequences of ceasing to be a South African tax resident. It’s worth noting that the much-feared and widely publicised ...

Wealthy Maths: The 4% rule/Rule of 300

Stealthy WealthLatest, Wealthy Maths

How much money do you need to be financially free? Unless you’re planning to work ‘til death, at some point your investments need to generate an income large enough to cover your expenses. So how much is enough? With the 4% rule and the resulting rule of 300, you can calculate your financial freedom number.

JSE Direct with Simon Brown

Podcast: Avoiding the next Steinhoff

Simon BrownJSE Direct, Latest

Simon Shares No Brexit deal with 8 days to go. A mess of epic proportions. Load shedding is in full force (well only force 4 with more stages to go) and it's bad. Seems we can expect a 'stable' electrical grid sometime towards the end of the year, albeit stable may still include stage 1 ...

Cash Club: 2019 Savings Challenge

Njabulo NsibandeCash Club, Latest

In my previous blog, I listed my goals and challenges for 2019. This month I’m lining up another challenge for the year. In December, I saw a tweet by @your_money_blog promoting a 52-week savings challenge. It’s pretty simple - you save money for every week of the year, as per the image below: It’s kind ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Life insurance as inheritance

Kristia van HeerdenLatest, The Fat Wallet

This is not the first time I’ve heard people buying insurance products to leave money to loved ones who aren’t financially dependent. In cases of premature death, it’s genius (aside from the dying). However, insurance companies are money printing machines because they understand how to harness probability. When you take out a life insurance policy, ...
JSE Direct with Simon Brown

Podcast: Investment lessons from Boeing

Simon BrownJSE Direct, Latest

Simon Shares Group5 (JSE code: GRF) goes into business rescue with "a slim chance for any realisation of value.". It seems the construction of a power station in Ghana was the final nail. Remember the +R1billion they were offered to their Eastern European toll operations? But in the end a lack of liquidity killed them. ...

Retire: How Pension Fund Act updates affect you

Carina JoosteLatest, Retire

In the world of pension and provident fund products, changes and updates to regulations are part of a continual process to help South Africans enjoy a comfortable retirement. Recent updates to the Pension Funds Act—aimed to ensure access to more cost-effective products and to enable members to make better investment decisions—have been in the works ...