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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 [email protected]

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 ...

 

How to Spend Your Bonus the Smart Way

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There are many things to consider when you think about that double salary landing in your bank account and we know there is always the urge to splurge – but our financial advisors encourage you to put some thought into it before you start swiping.

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Posted by Gary Walker on Monday, November 23, 2020 Views: 66


Reviewing your Personal Financial Plan and Why it’s Important

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There is a common misconception that a personal financial plan is formulated and implemented once and doesn’t need much attention afterwards. However, on the contrary, the only way your financial plan is going to work for you the way you want it to is for you to review it regularly.

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Posted by Gary Walker on Wednesday, October 28, 2020 Views: 133


Budgeting Tips for 30 Somethings – How to Build Wealth in Your Thirties

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Our financial advisors believe that it is never too late to start. In fact, there really is no time like right now to change the way you manage your money, so that you can secure a stable future for yourself.

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Posted by Gary Walker on Wednesday, October 21, 2020 Views: 140


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