Liliane Barnard

16 Feb 2021

Tax free wealth creation with property funds

By Staff Writer

By Liliane Barnard, CEO and Portfolio Manager at Metope Investment Managers, and Aimee Glisson, Director: Operations, Performance & Risk at Metope Investment Managers The tax year, along with the deadline for an investor’s maximum R36 000 annual tax-free savings account contribution, comes to an end on the 28 February 2021. Investors are likely reviewing the key...

16 Feb 2021

Tax free wealth creation with property funds

By Staff Writer

The tax year, along with the deadline for an investor’s maximum R36 000 annual tax-free savings account contribution, comes to an end on the 28 February 2021. Investors are likely reviewing the key question of where best to allocate their remaining annual tax-free allowance. Moreover, plans regarding the allocation of the subsequent year’s tax-free allowance are likely in motion.