Beware of “Magic Wand” Solutions
ESTATE & TAX PLANNING By Samuel Rossouw 6 September 2025 Imagine a magic wand that could ease your worries about capital gains and estate duties, unlock liquidity in your estate, and still deliver solid investment returns. In this context, liquidity refers to investment products that can be quickly converted into cash. If you browse the […]
Versigtig vir die “towerstaffies”
BOEDELBEPLANNING EN – BELASTING Deur Samuel Rossouw 6 September 2025 Verbeel jou daar bestaan ’n towerstaffie wat jou kopsere ten opsigte van kapitaalwins en boedelbelasting verlig, likiditeit in jou boedel verbeter en goeie beleggingsopbrengste verseker. Met likiditeit word bedoel beleggingsprodukte wat vinnig in kontant omgeskakel kan word. As ek na die lokaas kyk wat op […]
Fees on Investments
DO THEY ADD VALUE OR ARE THEY A WASTE? By Elmie de Jager Nothing worthwhile comes free. Still, it’s frustrating to waste hard-earned money on something that adds little or no value. Sometimes, an expensive option is worth every cent, and sometimes “cheap” turns out to be costly. In this article, I want to shed […]
Tariewe op beleggings
BIED DIT WAARDE OF IS DIT VERMORSING? Deur Elmie de Jager Niks wat die moeite werd is, is gratis nie. Dit bly egter frustrerend om swaarverdiende geld te vermors op iets wat min of geen waarde het nie. Soms is iets wat duur is elke sent werd, en soms is goedkoop duurkoop. In dié artikel […]
Investing Is a Marathon, Not a Sprint
15 Timeless Lessons for Long-Term Success By Andró Griessel I didn’t grow up in a household where money was discussed—probably because there wasn’t much to discuss. My parents did their best with what they had, and my Sanlam study policy got me through the first six months of university. After that, a student loan from […]
Dis ’n marathon, nie ’n naelloop nie
15 LESSE OOR BELEGGINGS WAT ALTYD WAAR IS Deur Andró Griessel Ek het nie in ’n huis grootgeword waar daar oor geld gepraat is nie. Miskien was dit omdat daar nie eintlik geld was om oor te praat nie. My ouers het egter gedoen wat hulle kon met wat hulle gehad het en my Sanlam-studiepolis […]
Keep the end goal in sight
BEWARE OF LOAN ACCOUNTS IN TRUSTS By Andró Griessel 7 June 2025 Trusts have been used for decades as an effective way to manage multi-generational family wealth into the future, but also to protect assets from creditors, including, I dare say, especially the South African Revenue Service (SARS). There has been much discussion around the […]
Hou só die einddoel in die oog
PASOP VIR LENINGSREKENINGS IN TRUSTS Deur Andró Griessel 7 Junie 2025 Trusts word al vir donkiejare gebruik om die effektiewe multigenerasie bestuur van familiewelvaart in die toekoms te verseker, maar ook om bates te beskerm teen krediteure, ingesluit, en ek wil my verstout om te sê verál die Suid-Afrikaanse Inkomstediens (SAID). Daar is al baie […]