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Olemera Financial Services Newsletter Archive

June 2019 - Take Advantage of Tax Efficient Investments

Posted On: Tuesday, June 25, 2019

This week's best articles, alongside short snippets of miscellaneous interestingness that you won't want to miss out on.

Dear Reader,

Welcome to your first newsletter from Olemera Financial Services. For a while now it has become clear that we need to do more to keep you informed on a regular basis of how to use various financial products and services to your advantage.

Therefore, with the tax season in mind, we have focused on Tax Efficient Investments, some of which you may know of, and others well worth investigating. Finding tax efficient investments has become increasingly important as the South African Revenue Services (SARS) makes changes to the regulations around tax deductions.

Going forward we would also welcome suggestions for any future topics from our readers and these suggestions can be forwarded to info@olemera.com

Check out our new articles below:

Tax Efficient Investments in South Africa

Tax Efficient Investments in South Africa

SARS has introduced several changes ahead of the 2019 tax season. However, one of the most significant changes is that tax payers earning below R500 000.00 per annum will no longer be required to submit tax returns as opposed to the previous R350 000.00 threshold.

Read more ...

Have You Thought About a Retirement Annuity Yet?

Have You Thought About a Retirement Annuity Yet?

We cannot stress enough the importance of having a retirement annuity or another form of savings or investment to finance your years of retirement.

As South Africans, we are faced with a plethora of challenges which make providing for our retirement relatively tricky.

Read more ...

What to know about a Tax-Free Savings Account in South Africa

What to know about a Tax-Free Savings Account in South Africa

The tax-free savings account came to life in 2015 and was introduced by the South African government to encourage citizens to save.

Read more ...

 

Questions About Your Retirement that You Should be Asking

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Retirement may seem like it’s a lifetime away, but time has a funny way of moving really fast and before we know it, we are getting used to being at home with no obligation to be anywhere or do anything - blissful retirement after decades of hard work. However, your retirement will be much less blissful if you haven’t planned for it properly.

Read More ...
Posted by Gary Walker on Monday, August 30, 2021 Views: 118


How to Use Your Tax Refund Wisely – Invest, Don’t Spend!

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Often times, people do not include their tax refund in their budget as they are not sure how much it is going to be, or if they will be receiving a refund at all. Therefore, it’s important that you know how to use your tax refund wisely so that you can improve your overall financial portfolio rather than spending on things you don’t need.

Read More ...
Posted by Gary Walker on Wednesday, July 28, 2021 Views: 171


Donations Tax in South Africa & Parents Donating Assets or Capital to Their Children

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Many of our baby boomer clients are now considering making donations to their children in the form of property or capital for a deposit on a property. Although this is noble, parents must take into account the rules of donations tax in such situations. In this article, we will look into donations tax and what it means for parents who are helping their children purchase property.

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Posted by Gary Walker on Thursday, July 15, 2021 Views: 332


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