Latest Archives - Page 88 of 136

Podcast: Where’s the liquidity?

Simon Brown 7 February 2019JSE Direct, Latest

Simon Shares A green January with financials the winners but 2019 is going to be a wild ride, especially in the lead up to the elections expected in May. Tax-free year end is end February, don't leave it for the last minute if you want money in this tax year ending 28 February. Budget on ...

ETF: Wild and tax-free

Kristia van Heerden 6 February 2019ETF Blog, Latest

For us money nerds, February is not the month of love, but the Hallowed Month of Tax. What’s the best kind of tax, you wonder? The kind you don’t ever have to pay! In this bonus podcast, Wild and Tax-Free, we get some friends together to chat all things tax-free savings. Joining us in is ...

Tax Tuesday: Emigration – Part One

De Wet De Villiers 5 February 2019Latest, Tax Tuesday

The financial and tax implications of emigration is often discussed. In the first of our three-part series on emigration, we’ll look at the concept of "residence", as most of the South African income tax and exchange control consequences (both pre- and post-emigration) is determined by residency. There are essentially three concepts of residence: Home affairs ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Starting over

Kristia van Heerden 4 February 2019Latest, The Fat Wallet

Since talking about money is my day job, it’s easy to assume that I have no financial anxieties. That’s not the case. Money speaks to such a primal part of our humanity. I think everyone is susceptible to a degree of fear around their ability to meet the basic needs of themselves and their families. ...

Podcast: Where’s Safcoin?

Simon Brown 31 January 2019JSE Direct, Latest

Simon Shares Retailers, woe is worrid. Aside from Foschini (JSE code; TFG) and Lewis (JSE code: LEW) they have ranged from horrid to truly astoundingly horrid. Shoprite* (JSE code: SHP) has also put out a trading update to follow on from the so-so sales update and aside from some internal issues and Angolan hyperinflation the ...

ETF: The perks of being exactly average

Web Admin 30 January 2019ETF Blog, Latest

Over the festive season I was doing an annual review of my investments. Although I tried to mentally prepare for it, I was still shocked at how badly my portfolio had done. It was a tough year to be any investor, especially a passive investor. I just didn’t see the growth I was hoping for ...

Minimalism: Can you eat it?

Web Admin 29 January 2019Latest, Minimalism

With all the “-isms” around, do we really need another one? In this case, we do. Minimalism is when you remove all excess until only the truly essential and important remains. Most people think minimalism is easy when you’re rich. You already have a lot of stuff to get rid of, you can make even ...

Podcast: Making the most of tax February

Kristia van Heerden 28 January 2019Latest, The Fat Wallet

Tax is probably the only thing I managed to get right about my finances when I first started working. I had no idea what was going on, but I was sufficiently scared of the government to pay someone else to deal with it. The R800 rebate I got that year might as well have been ...

Podcast: Know your S12J

Simon Brown 24 January 2019JSE Direct, Latest

Simon Shares The rule of 72 (how long until your money doubles in value). Upcoming events Tax-free investing review, who ate the returns? Know your S12J Simon chats with Dino Zuccollo & Jonti Osher from Westbrooke Alternative Asset Management to really get to understand S12J. The rules, risks, benefits, what to look out for and more. ...

ETF: Understanding the GIVI SA Resource 15 ETF

Kristia van Heerden 23 January 2019ETF Blog, Latest

Since the South African investment universe is small, we get a front-row seat to the impact of diversification during every market cycle. Historically the South African economy relied heavily on the resources sector. While we're no longer a resource-heavy economy, our mines and energy businesses tend to shine when the rest of the economy suffers. ...