dividends tax Archives - Page 2 of 2

ETF: Income ETFs II – Listed Property ETFs

Kristia van Heerden 11 September 2019ETF Blog, Latest

The right type of income investment depends on two important considerations. The first is your investment horizon. Your asset allocation will depend on the amount of time you plan on being invested. The closer you get to cashing out your investment, the less volatility you can afford. The second is your tax situation. Income from ...

ETF: Global property 40 in SA

Kristia van Heerden 27 February 2019ETF Blog, Latest

The S&P Global Property 40 index invests in the 40 biggest and most liquid property companies that fall within the S&P Global broad market index (BMI). In South Africa, both CoreShares and Sygnia offer ETFs that track this index. Global property investments typically offer a wider variety of property companies than local indices. Included in ...

ETF: Capital gains vs reinvested dividends

Kristia van Heerden 4 April 2018ETF Blog, Latest

A few weeks ago we started wondering if we were being taxed twice on total return ETFs. To recap, a total return ETF reinvests the dividends or interest payments on your behalf. This saves you the hassle (such as it may be) and fees of reinvesting dividends. It’s especially useful if you were going to ...

Tax Tuesday: The lowdown on dividends tax

De Wet De Villiers 3 April 2018Latest, Tax Tuesday

Just because you don’t pay income tax on dividends, doesn’t mean they are tax-free. South African dividends carry dividends tax. Dividends tax is a withholding tax. This means the company declaring the dividend never pays the taxable portion to shareholders - it’s paid directly to SARS on the investor’s behalf. Dividends tax is levied at ...

ETF: Total return ETFs explained

Kristia van Heerden 21 March 2018ETF Blog, Latest

Note: New legislation regarding the availability of total return ETFs is expected in the first half of 2023 In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Figuring out investment fees

Kristia van Heerden 19 March 2018Latest, The Fat Wallet

A few weeks ago I attended a 10X event in Johannesburg. Being a low-cost retirement annuity (RA) provider, obviously much of the discussion centred around fees. Steven Nathan, who runs 10X, did an analysis of a statement sent by an old-school retirement product provider. He used the real example to illustrate how impossible it can ...