By Jean du Toit, Head of Tax Technical at Tax Consulting SA The days where SARS shuts its eyes to…
SARS is aware of your offshore assets
By Jean du Toit, Head of Tax Technical at Tax Consulting SA The days where SARS shuts its eyes to taxpayers’ offshore holdings are thing of the past. SARS is finally utilising the Automatic Exchange of Information regime to pin down taxpayers who have not disclosed their offshore interests and…
Characteristics of a quality, dividend paying company
Author: Robin Hartslief, Investment Professional, Marriott Asset Management 2020 was a turbulent year in financial markets, characterised by a significant…
Characteristics of a quality, dividend paying company
Author: Robin Hartslief, Investment Professional, Marriott Asset Management 2020 was a turbulent year in financial markets, characterised by a significant sell-off in February and March, followed by a sustained recovery. Globally, concerns around low growth, low interest rates, a potential recession and intensifying geopolitics increased market volatility and threatened to…
With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with…
Dealing with offshore estates can be complicated
With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets, according to Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services. She says that the global COVID-19 pandemic has highlighted this potential hurdle for families at…
By: Standard Bank Wealth International South Africa accounts for less than 0.5 percent of the world’s gross domestic products, or…
Investing offshore opens a world of possibilities
By: Standard Bank Wealth International South Africa accounts for less than 0.5 percent of the world’s gross domestic products, or GDP. Investors who therefore expand their horizons beyond local borders have access to the other 99.5 percent, which makes a strong case for diversification and investing in international markets. There…
SA businesses look offshore to ease COVID-19 pain, open new markets
The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African…
SA businesses look offshore to ease COVID-19 pain, open new markets
The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African businesses to look for new approaches and markets, with a growing number looking to establish offshore operations to create a greater range of options and opportunities. While numerous South Africans…
Borderless banking, for people who think without borders
By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can…
Borderless banking, for people who think without borders
By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can take away from the COVID-19 pandemic is how easily we, as society, can be shaken up when facing extreme uncertainty. Our freewheeling days may be over for the foreseeable future,…
South African investors should be looking to invest in offshore markets to mitigate the risk of a shaky economy and…
Debunking the 5 top myths of offshore investment
South African investors should be looking to invest in offshore markets to mitigate the risk of a shaky economy and a volatile currency, but many are being held back by misconceptions which prevent them from fully exploring their retirement and financial planning options. Tim Mertens, the chairman of Sovereign Trust…
Investors should keep a reasonable investment allocation outside of SA
MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19…
Investors should keep a reasonable investment allocation outside of SA
MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19 environment and what form a global market recovery will take.
We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away…
Financial planning in the time of coronavirus
We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away our freedom and limited our ability to engage in normal activities.
Guernsey, the specialist global centre for investment funds, has made significant gains in the numbers of funds domiciled in the…
SA managers turn to Guernsey funds
Guernsey, the specialist global centre for investment funds, has made significant gains in the numbers of funds domiciled in the island registered to be sold to retail investors in South Africa.
