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Articles tagged as "Budget"

Insights categories - Personal investing

Unpacking the changes to the retirement fund lump sum tax tables

By Carrie Norden on 11 Apr 2023

Reading time: 12 mins

To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...

Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins

Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget

Insights categories - Personal investing

2022 Budget speech update

By Komil Gordhan on 25 Feb 2022

Reading time: 5 mins

Finance Minister Ipumbu Shiimi, MP delivered his Budget speech on Thursday, 24 February 2022. He noted that there is an urgent need to reignite economic...

Insights categories - Personal investing

2021 Budget speech update

By Carrie Norden on 25 Feb 2021

Reading time: 7 mins

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

Insights categories - Personal investing

How to implement your New Year’s resolutions

By Braam Visser on 28 Nov 2019

Reading time: 7 mins

As the end of the year approaches, it is a good time to reflect on resolutions committed to in earnest back in January and take stock before the resolution...

Insights categories - Personal investing

Are you financially resilient?

By Mthobisi Mthimkhulu on 23 Oct 2019

Reading time: 9 mins

Most of us know what it means to build resilience in the context of health and wellness: eat healthily, exercise regularly, get enough sleep and manage stres...

Insights categories - Personal investing

PART 1: How to overcome the growing cost of education

By Saleem Sonday on 16 Jul 2019

Reading time: 6 mins

Do you feel overwhelmed at the thought of how you will finance your children’s education? You are not alone. We all want to empower our children by giving th...

Insights categories - Personal investing

2019 Budget speech update

By Carla Rossouw on 20 Feb 2019

Reading time: 8 mins

Finance Minister Tito Mboweni delivered his maiden budget speech on Wednesday 20 February. In this document we highlight some of the 2019 Budget tax proposal...

Insights categories - Personal investing

Budget 2019: Focus shifts to restoring credibility

By Carla Rossouw on 20 Feb 2019

Reading time: 4 mins

Finance Minister Tito Mboweni’s maiden Budget Speech didn’t deliver any major punches such as 2018’s surprise 1% VAT hike, but instead sought to acknowledge...

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