B2B Central

tax-free investing

25 Feb 2022

Less than a week to go to ring fence your profits from the taxman

By Staff Writer

As many South Africans scramble to beat the end-of-tax year deadline of February 28, here is a breakdown of the taxes that can cause investments with identical performance to deliver substantially different after-tax returns.
21 Oct 2021

App addresses change in SA’s investment trends

By Staff Writer

Spending habits are not the only behavioural difference seen in consumers since the onset of the Covid-19 induced lockdowns, investment and savings trends have changed too. Financial services provider, Fedgroup, has updated its App to cater for these needs.
14 Sep 2021

What happens when you combine a tax-free savings account with your RA?

By Staff Writer

Combining your retirement fund contributions in, for example, your retirement annuity (RA) with a tax-free investment (TFI) could extend the period over which you will receive an income at retirement by as much as 12 years. That’s the word from Tiaan Herselman, Head of Advice at Old Mutual Wealth.
06 Aug 2020

Old Mutual Wealth expands tax-free options with tailored fund portfolios

By Staff Writer

Investors targeting a specific investment goal or wanting to diversify their investments offshore will be pleased to know that Old Mutual Wealth Tailored Fund Portfolios (TFPs) can now be used for tax-free savings. TFPs are the Discretionary Fund Management offering by Old Mutual Wealth that creates and manages a range of solutions in order to...
11 Jun 2019

How to structure your portfolio with a mix of tax-free products

By Janice Roberts

South Africans who wish to build an investment portfolio should get professional advice to ensure that they take advantage of all the available tax benefits and get a good return on their investment.