Tax

What you need to know about a Tax-Free Savings as the current tax year closes

We are fast approaching the end of the tax-season and like the rest of your investment portfolio, this is an opportune time to look at your Tax–Free savings account (TFSA) portfolio and identify how you can take advantage of savings incentives created by National Treasury to encourage investing culture.

Why tax is an important part of your clients’ financial planning

Almost every financial decision your clients make has a tax implication.

Relief for those burdened by school fees

Three ways SMEs can become Tax Compliant in 2022

For small to medium enterprises (SMEs), becoming tax compliant can be an unclear path to navigate. Non-compliance can lead to steep penalties issued by the South African Revenue Service (SARS), which lead to detrimental financial problems down the road.