Carrie Furman

Carrie Norden

Carrie joined Allan Gray as an operations consultant in 2008 and is currently a senior tax specialist. She holds a Bachelor of Business Science (Honours) degree in Finance and a Master of Philosophy degree in Tax Law, both from the University of Cape Town. Carrie is also a CFP® professional.

Articles by Carrie Norden

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...

2021 Budget speech update

By Carrie Norden on 25 Feb 2021

Finance Minister Tito Mboweni delivered the Budget speech on Wednesday, 24 February. Against the backdrop of the COVID-19 pandemic, the Budget was more...

Should I file a tax return for the 2020 tax year?

By Carrie Norden on 31 Jul 2020

In response to COVID-19, the South African Revenue Service (SARS) has tried to simplify the tax filing process for individual taxpayers and remove the need t...

Is there any tax benefit in saving over the annual tax deductible amount towards retirement?

By Carrie Norden on 05 Feb 2019

One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction for contributions, subject to a maximum of 27.5% of...

Why retirement contributions don’t reduce your taxable capital gains

By Carrie Norden on 26 Oct 2018

You may be aware that every tax year you can make a pre-tax contribution to your retirement fund of up to 27.5% of the higher  of taxable income or...

Don't get caught short this tax season

By Carrie Norden on 31 Aug 2018

With the tax season deadlines brought forward by a month this year, it’s time to get your supporting documents ready and to do your return. Uncertainty actin...

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