Locally there are four ETFs covering the large S&P500 index. We dig into what the index is and the differences between the the four local ETFs including costs and dividends.
CoreShares dividend tax
Some eagle eyed investors noticed that the GLOBAL ETF foreign dividend rate was 30% when they expected 15%. CoreShares explains.
Dividend ETFs
Dividends are great and especially important for retirement as you receive cashflow without having to sell. We look at the dividend ETFs.
Video: Budget review
Bobby Wessels from AJM Tax gives us his highlights (and missing points) from the 2021 budget. He also answered questions on; CGT three-year rule Home office deductions Offshore dividends S12J Being tax efficient is an important part of great financial management. In this blog, a group of South African tax experts share their tips and ...
ETF: Understanding the NewFunds Momentum Equity ETF
Effective 1 March 2023, this ETF is now the Satrix Equity Momentum ETF (JSE code: STXEQM) There is no upper limit to the potential performance of a share. It's unintuitive, but it's true. A share price that has gone up 100% can go up another 200% and then 300% after that. Share prices are determined ...
Tax on total return ETFs
Do you need a refresher on dividends tax? Bonus! You can read about dividends tax and the tax implications of total return ETFs
ETF: How to read your MDD fund information
Minimum disclosure documents (MDD) have lots of useful information about your ETF. Here we explain these sections of your MDD: Fund classification (this tells you what type of asset you’re invested in and where in the world that asset lives), Distribution, Portfolio currency, Rebalancing, and Fees.
ETF: Understanding the 1nvest Global Property ETF
In days of yore, a property investment involved an immovable collection of bricks and all the concentration risk of a physical thing in a physical place. It also required an enormous amount of capital or debt upfront. The introduction of listed property made it possible to benefit from property investments without the capital outlay and ...
ETF: The new CoreShares Property ETF
Does anything sound more appealing to an ETF investor than dividend income that covers your living expenses? The problem with this strategy is that dividends aren’t reliable. It’s up to the management of a listed company to determine whether or not they want to share profits in a given year. Predicting whether you’ll receive a ...
ETF: Income ETFs III – Bonds and Preference Shares
In the first two posts in this series, we investigated dividend-hugging ETFs and listed property ETFs. While both of these are worth consideration when investing for income, both are listed instruments, which introduces volatility to your investments. This makes them more appropriate for investors with a longer investment horizon. For those nearing financial independence, debt ...
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