top of page
Search


South Africa’s 2026 Budget Speech Summary
The South African 2026 National Budget delivers targeted tax relief while maintaining fiscal discipline. While it is not a stimulus-heavy budget, it creates clear opportunities for individuals and business owners who structure their finances correctly. If you are a salaried employee, business owner, investor, or planning for retirement in South Africa, here is what the 2026 Budget means for you. 1️⃣ Personal Income Tax Relief – Protection Against Bracket Creep Government adj
Feb 263 min read


Understanding Retirement Tax Incentives in South Africa
Understand retirement annuity tax benefits in South Africa. Learn how disallowed contributions reduce tax at retirement and maximise long-term savings.
Jan 73 min read


As 2025 Comes to an End: Financial Planning, Wealth & Life Lessons for South Africans
As 2025 draws to a close, I’ve penned some thoughts and observations.
Dec 23, 20255 min read


VAT has been increased. What you can expect
Government has announced the implementation of a phased in approach to the VAT increase. Find out how this will impact you
Apr 2, 20253 min read


South Africa’s 2025 Budget Highlights: What You Need to Know
The highly publicized 2025 South African Budget Speech arrived last week, post an unprecedented delay, bringing key changes that will...
Mar 17, 20252 min read


Maximize your Retirement Annuity Contributions
February 28 fast approaching, now is the time to make smart financial moves that can save you money
Jan 13, 20252 min read


November Reflections: Essential Year-End Financial Reminders
As we step into November, it’s hard to believe how fast 2024 has been. Before we all go take some well deserved time to spend with our...
Nov 5, 20242 min read


SARS Cracks Down on Undeclared Crypto Holdings and Trades
As crypto use grows, SARS is cracking down on undeclared assets and trades. SARS urges taxpayers to declare crypto holdings. Here is what you need to know.
Oct 11, 20241 min read


The Two-Pot Retirement System: Are You Robbing Your Future Self?
Considering a withdrawal from your retirement fund? Learn about the two-pot retirement withdrawal implication and how it may impact you
Sep 12, 20242 min read


Maximizing Your Financial Benefits with your retirement annuity or tax free savings account
There's still time to maximize your tax deductions before the end of the 2024 tax year.
Jan 24, 20242 min read
![Income tax season [loading]..](https://static.wixstatic.com/media/c2bd01_ac4ac922657949cd96ff762038e9d709~mv2.jpg/v1/fill/w_333,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/c2bd01_ac4ac922657949cd96ff762038e9d709~mv2.webp)
![Income tax season [loading]..](https://static.wixstatic.com/media/c2bd01_ac4ac922657949cd96ff762038e9d709~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/c2bd01_ac4ac922657949cd96ff762038e9d709~mv2.webp)
Income tax season [loading]..
It's that time of the year when individuals gather their financial information and submit their tax returns.
Jun 7, 20232 min read


Interest Rates and the cost of Debt
Uncover the real cost of debt and learn tips to navigate the impact of interest rate hikes on your budget and finances. Take control today!
May 25, 20234 min read
bottom of page
