South African markets continued to show resilience during August (SA Equities up 4.6%), supported by improving investor sentiment, attractive bond yields and strength in resource and financial shares. Commodity prices, particularly gold and platinum group metals, remained supportive, helping offset the country’s ongoing growth challenges. Over the past few months, a more stable fiscal backdrop…
You can reduce the tax you need to pay and also earn tax free returns if you make use of the tax efficient tools available to you. In order to maximise the benefit, you need to invest before February 29th 2020. Here is a brief list of what’s available and the major benefits: Retirement Annuities…
An integral part of the financial adviser’s role is helping retired clients to draw a rising income from their investment portfolios. Most clients want to know that they will be able to live a dignified and independent retirement without sacrificing on the quality of life they grew accustomed to during their working years. However, the…
We’re nearing the end of the year and it’s time to think tax! And this time, it’s happy tax planning. The taxman doesn’t give us many breaks and when he does, we should embrace them. In this article, we remind you to plan well in advance for your RA and Tax-Free savings account top-ups. …
Last year we wrote to you about our commitment to your financial wellness which is a way of re-framing your wealth so that it adds meaning and joy to your life. This process can take years, as it’s not comfortable to divulge all your details, and map and marry your emotions with money. In this…
A large part of our fund research work focusses on trying to understand how a fund manager thinks. While most businesses want you to believe that it’s all about ‘philosophy’ or ‘process’, in reality it is people who manage funds and people who make investment decisions, not processes. Understanding the inner workings of the individual…
As time goes by, our financial goals evolve and change. When we’re young, most of us focus on specific goals that will help us to accumulate wealth. Then – as our golden years approach – we tend to shift our attention to wealth preservation and, ultimately, the successful transfer of capital to those we love.…
The start of a new year brings with it a fresh mindset with which to consider investment prospects for 2018. Over the course of any given year, and in particular such a politically and economically busy one such as 2017, it is easy to lose track of where we are as we filter the deluge…
It’s hard to like the tax man, more so the one wearing the capital gains tax cap. Capital gains tax can come as a nasty surprise, but as it’s based on investment gains, it should actually be celebrated! Read on to find out how you can use the capital gains tax rules to your advantage. …
Khali Memani, our latest Team Member at Kanan Wealth has been pondering what it means to look good with regards to being financially savvy. If you lookgood by Khaliphile Memani If you look good, you feel good, and if you feel good you become more productive, attentive and confident. 🙂 Basically you become a good…
