Simon Shares Day 167 of lockdown. Local Q2 GDP -16.4% (-51% if you annualise it). Makes us one of the worst-hit economies for Q2, not surprising as we did very hard lockdown. Now to get out of the hole and that’s going to be the hard part. Of our three main political parties, the honest…
Podcast: What should I do with all my cash?
…to put your money to work. Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new show goes live. The bleeped show is below: Win of the week: Matt: If I earn a salary from a foreign company and then decide to do the…
Podcast: The jargon buster episode
…market MDD, fact sheet And then some stuff that’s used interchangeably (sometimes by us) that’s not. Marginal tax vs effective tax Pension, provident, RA, retirement fund Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new show goes live. The bleeped show is below:…
Podcast: How to spot a con
…this experience, will you own an asset? Will you earn income on that asset and will that income compound? Will the returns beat inflation? Compared to what your index of choice did over the same investment period, do the returns seem too good to be true? The promised returns are a huge red flag. If…
Podcast: Getting out of investments
…get rid of and when? How can you use a capital loss to offset your capital gains liability? This week we consider the challenges in living off your investments. If you’ve spent your whole life accumulating assets, getting rid of them is bound to feel like sacrilege. Listen/download here. Subscribe to our RSS feed here. Subscribe or…
Podcast: Tax planning for humans
…true if your circumstances haven’t changed much. Get a statement of account from SARS from e-filing. Don’t do everything in one go – do a tax recon every quarter so it’s not so overwhelming. Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new…
Podcast: Fast Fatty the First
…investments and wondered if these are the only options that Outvest offers or if I can structure a more simplified ETF based combination that will be Regulation 28 compliant. Sean I WAS one of those people who has religiously put monthly money away with a broker who was smiling all the way to the bank…
Podcast: Fast Fatty the Second
…you take out a life policy of a R1 000 000 and nominate a beneficiary. -Then SARS assesses you and says you owe them R800 000. -You don’t pay the debt due to SARS. -Can SARS nominate the Insurance Agency as a 3rd party in terms of the Tax Administration Act to collect the outstanding…
Podcast: Why do my returns suck?
…worked up the courage to let them go, the advisor got fired for committing fraud. This shocking news encouraged Pru to take a closer look at her investments. She was not happy with what she found. Many of you have expressed your frustration at the returns you’re getting from your investments this year. In this…
Podcast: To RA or not
…as Dylan points out this week. At the beginning of your career, your tax bracket is quite low. Much as we like tax breaks, it might not be the best use of your investment money. Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a…