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Monday | 27 June | 2022 Home Office Tax Claims: Taxpayers Should Know Their Options If SARS Gets It Wrong

By Anja van den Berg The COVID-19 pandemic lockdowns forced many employees to work from home and learners and university students to continue their studies away from campus. Subsequently, home office claims increased significantly during the 2021/2022 tax year. However, SARS disallowed more than 60% of these home office claims , Moneyweb reports. Apparently SARS rejected the claims because people  … Read more

Monday | 27 June | 2022 Money mistakes newlyweds should avoid

By Essie Bester When planning your wedding if often happens that practical details pertaining to your life afterwards are neglected. However, the financial future that you will share is just as important, if not more so. Following are some financial mistakes which as newlyweds you should avoid: Not discussing money. Talking about money can be an uncomfortable experience for many  … Read more

Monday | 27 June | 2022 Financial literacy is an essential life skill

By Essie Bester A study by the Organisation for Economic Co-operation and Development (OECD) shows that South Africa is last among 30 countries when it comes to financial competence, while the core elements of financial literacy should be common knowledge. What is financial literacy? It means to have the financial knowledge, skills and disposition necessary to make good financial decisions.  … Read more

Monday | 20 June | 2022 Pension, tax – get an advisor to help you

By Emsie Martin Few people have enough money to maintain their lifestyle the day they retire and most of us realise it too late. Most people prefer not to think about it or are unrealistic about what they are going to need every month. In the current difficult economic times many South Africans don’t see it as a priority to  … Read more

Monday | 20 June | 2022 Personal finance – how to avoid money pitfalls

By Wilma Bedford Being good with your money requires a set of basic skills that many of us were never actually taught in school. Fortunately, it’s never too late to educate yourself about personal money management. Learning personal finance basics like how to choose a bank, set up a budget, save for retirement, monitor your credit, avoid (and deal with)  … Read more

Monday | 20 June | 2022 Can you invest in another retirement annuity at 60?

By Anja van den Berg Many South Africans opt to extend their careers for as long as possible and not retire at 60. Income is one of the main reasons behind this decision. Make hay while the sun shines, as the saying goes, and people want to maximise their savings while their health still allows it. If you are already  … Read more

Monday | 20 June | 2022 What prevents you from having financial freedom?

By Emsie Martin To try and keep your head above water with sky-high living costs, increasing debt situations, excessive spending opportunities and those attractions for immediate gratification, are only a few of the problems that prevent you from experiencing financial freedom. “When and as soon as you have paid off your debt, established an emergency fund for yourself and your  … Read more

Monday | 20 June | 2022 Three money talks you and your partner should have

By Essie Bester Money is often the main cause of stress in a marriage – probably because it is a taboo subject to many couples before the marriage. Sharing information about your income and assets with a new life partner can make one feel very vulnerable. However, financial compatibility plays an important role in the success of any marriage. Do  … Read more

Monday | 13 June | 2022 Money management isn’t all hardcore − you also need to consider your psyche

By Anja van den Berg Money might not buy happiness, but it’s much easier to feel content if you know your wallet isn’t wanting. Money might only be a means to an end, but it’s an integral part of our lives and emotions. Yet, we often approach financial management as something that’s disconnected from our psyches. Here are a few  … Read more

Monday | 13 June | 2022 How to save on your medical aid

By Dr Eugene Brink Having a medical aid is a grudge expense: You often don’t have anything tangible to show for it and it is one of the biggest expenses for South African individuals and families. Susan Erasmus of Health24 reports that South African medical schemes are five times more expensive than elsewhere, when purchasing power is taken into account.  … Read more

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