The Eastern Cape & Garden Route Business to Business Publication

What is Estate Duty TAX & how does it affect me?

by Alec Riddle CFP® B.A.
The Estate Duty Act has been amended to allow couples to make easier use of their combined estate duty exemptions on death but this could have implications for any estate plans you have made and you may need to revisit your will.
Estate duty tax is the tax charged in terms of [...]

Taxing times

It’s approaching year end for many Business Link readers, and as a service, we have put together this short check-list.

Assessed losses: If your business expenses exceed the income for the tax year then you’ll end up with an assessed loss for tax purposes. SARS allows you to use the assessed loss against future taxable income. [...]

Debt is crippling modern society

by Alec Riddle CFP® B.A.
Are you consciously creating good financial habits? If not, then you will be defaulting to, or subconsciously creating bad habits, which could impact upon your wealth, or your Financial Independence.
One such bad habit could be the treatment of your debt. Unfortunately, this affects millions of South African households, as the average [...]

The importance of reviewing your Financial Plan

by Alec Riddle
It is senseless having a Financial Planner, who is simply going to assist you to invest your hard earned Retirement Funds and monitor your investment. A Professional Financial Planner should be keeping abreast of changes within the industry, in particular, changes in legislation and what impact they may have on your Plan.
During the [...]

Provident Fund Choices…

the importance thereof
by Alec Riddle
More and more Retirement Funds, such as Company Provident Funds, are providing their members, or employees with an investment choice. This implies that the member has to decide which fund they should be investing in.
The problem is that with Members increasingly having to make investment decisions, whether they like it or [...]