Retirement

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Outsmart the taxman by making the most of tax season

31 January 2023 | General

The start of the new year brings ‘tax season’ upon us – a good time to review your financial situation and use any available tax benefits before the end of the tax year on 28 February.

Including infrastructure investments in your retirement funds

30 January 2023 | General

If you’re saving for retirement either through formal pension funds, retirement annuities or via a Regulation 28-compliant unit trust, you should be aware that from 3 January 2023, your funds are now able to invest in infrastructure assets and will have a higher private equity limit.

How to create certainty when life happens

27 January 2023 | Savings & Investments

Benjamin Franklin famously said that in this world nothing can be certain but for death and taxes.

The benefits of investing on behalf of children – What are the best options?

26 January 2023 | Savings & Investments

We have all heard the phrase: “It’s not about timing the market, but time in the market.” One of the most important lessons parents can teach their children is the value of money – how to really understand the dynamics around investing and how to make money work for them.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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