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Articles tagged as "Tax"

Insights categories - Personal investing

Tips to help you get on top of your tax return this year

By Carrie Norden on 11 Jul 2024

Reading time: 9 mins

The South African Revenue Service (SARS) is focused on improving its systems and processes to ensure taxpayers comply with their legal obligations and file...

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Personal investing

Tap into tax benefits this February

By Carla Rossouw on 01 Feb 2024

Reading time: 15 mins

The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...

Insights categories - Retirement

Offshore toolkit part 2: Unpacking South African tax obligations for non-resident living annuitants

By Ebrahim Southgate on 20 Oct 2023

Reading time: 7 mins

South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...

Insights categories - Personal investing

Offshore toolkit part 1: Understanding your tax obligations on leaving South Africa

By Carla Rossouw on 20 Oct 2023

Reading time: 10 mins

In part 1 of our Offshore toolkit series, Carla Rossouw, head of Tax, untangles the tax complexities you may encounter when you end your tax residency and...

Insights categories - Personal investing

Are you ready for the 2023 tax-filing season?

By Meagan Fraser on 06 Jul 2023

Reading time: 11 mins

It is important for taxpayers to understand their filing obligations so that they can ensure compliance. Meagan Fraser covers the key dates to be aware of fo...

Insights categories - Personal investing

How Namibian clients are taxed on their South African Allan Gray unit trust investments

By Carla Rossouw on 29 May 2023

Reading time: 7 mins

Investors living and registered for tax in Namibia, who invest in South African unit trusts, are taxed in South Africa on their South African-sourced interes...

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 - Personal investing

2023 Budget speech update

By Ebrahim Southgate on 24 Feb 2023

Reading time: 5 mins

Finance Minister Ipumbu Shiimi, MP delivered his Budget speech on Wednesday, 22 February 2023. In acknowledging the continued hardships endured by most...

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 - Retirement

Podcast: Are better outcomes for retirement savers on the horizon?

By Mica Townsend on 26 Oct 2022

Listening time: 36 mins

Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the...

Insights categories - Personal investing

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

Reading time: 11 mins

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

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

Investing with tax benefits in mind during uncertain times

By Carla Rossouw on 15 Feb 2021

Reading time: 4 mins

Amid the extreme uncertainty brought on by COVID-19 and the ongoing lockdown restrictions, investors are tasked with looking beyond the current crisis and...

Insights categories - Personal investing

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

By Carrie Norden on 31 Jul 2020

Reading time: 9 mins

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...

Insights categories - Personal investing

Part 5: Why every investor needs an independent adviser right now

By Cedrick Pila on 09 Jun 2020

Reading time: 6 mins

Investors are panicked and who can blame them? The market volatility has persuaded some to run for the hills and never look back, while others may be tempted...

Insights categories - Personal investing

Make the most of your tax benefits

By Carla Rossouw on 29 Jan 2020

Reading time: 2 mins

The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...

Insights categories - Personal investing

Unravelling your residencies – exchange control, tax and citizenship

By Sunèl Delport and Mlulami Nxele on 10 May 2019

Reading time: 15 mins

South Africans who live and work abroad are not currently subject to income tax on the income they earn outside of South Africa, provided they spend more tha...

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...

Insights categories - Personal investing

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

By Carrie Norden on 05 Feb 2019

Reading time: 9 mins

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...

Insights categories - Personal investing

Why retirement contributions don’t reduce your taxable capital gains

By Carrie Norden on 26 Oct 2018

Reading time: 4 mins

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...

Insights categories - Personal investing

Don't get caught short this tax season

By Carrie Norden on 31 Aug 2018

Reading time: 4 mins

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...

Insights categories - Personal investing

Bump up your savings with a tax-free investment

By Mthobisi Mthimkhulu on 30 Jun 2018

Reading time: 7 mins

Have you taken the plunge and started your own business, but sacrificed some (if not all) of your savings to do it? Mthobisi Mthimkhulu suggests using a...

Insights categories - Personal investing

PART 5: What should I invest in?

By Mthobisi Mthimkhulu on 17 Oct 2017

Reading time: 6 mins

Tax and law are wrapped around every investment product. Knowing the rules can help you choose the right product for your needs...

Insights categories - Personal investing

Investment Summit to give an inside view from fund management houses

By Jeanette Marais on 21 Jul 2017

Reading time: 3 mins

Allan Gray is bringing a group of international and local investment houses together to debate investment insights in a new one-day event, aimed at helping...

Insights categories - Personal investing

How to combat the budget pinch

By Carla Rossouw on 31 Mar 2017

Reading time: 7 mins

Some weeks have passed since former Finance Minister Pravin Gordhan’s Budget speech, but we are only just beginning to feel the pinch. Carla Rossouw discusse...

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