We delve into the controversial world of digital assets, in particular NFTs. Are you aware of the ownership rights attached to NFTs and the potential implications these assets have on your estate for tax and exchange control purposes? In the fifth part of our estate planning series we provide a simple description of NFTs and provide you with insight as to the implications these assets have on your estate.
What is the real benefit of an offshore trust and is it worthwhile to go through the effort of establishing one? In the fourth part of our estate planning review series, we’re taking a look at the basics of an offshore trust, its management and its benefits.
We consider whether wills and trusts should be considered collaboratively. To do this, we delve into the basic purpose of wills and trusts separately and explore their potential impact on one another.
We delve into the realm of foreign jurisdictions and international assets, as well as how to plan your estate in such a way as to deal with the foreign and local implications on informed terms.
Agriculture forms the backbone of any society, it’s an absolute necessity, and the fundamentals for investing in agriculture are becoming more and more compelling.
The impact of the Coronavirus and the accompanying restrictions on the movement of people, goods and services, has had a significant impact on the global economy. Now, more than a year since South Africa’s first COVID-19 lockdown, Benjamin van Wyk (CFA) examines our positioning.
Estate administration is a confusing and complicated process, which is why it is important to have a knowledgeable executor to ensure that the estate administration process is undertaken in line with the Administration of Estates Act, 66 of 1965 (as amended) and that it is handled with empathy, efficiency and professionalism.
A responsible approach to portfolio construction and risk management for retirees and investors approaching retirement.
By introducing alternative investments to a portfolio, one can generate almost the same level of expected return as a portfolio that does not have alternative investments exposure, but with significantly reduced expected risk (or volatility of returns). In this article, Henk Myburgh, CFA, explores the role of alternative investments in a portfolio.
A recap of the recent budget speech. Overall, the government is aiming to reduce the budget deficit and stabilise the debt-to-GDP ratio. Over the past year, the budget deficit has doubled and the shortfall in revenue is approximated at R 213.2 billion. At current levels, this number is projected to increase, resulting in financing costs of R 338.6 billion for the 2023/2024 period. The Treasury has noted this fact and have based their strategy thereon with the aim to “return public finances to a sustainable position”.
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