SARS has unearthed a new source of tax revenue collection – cryptocurrency trading and investing! SARS has confirmed that it is able to receive information directly from local crypto asset exchanges, which means that non-compliance is both...
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Five financial conversations to have with your fiancé
Amidst the excitement of wedding planning, it’s easy to overlook a crucial aspect of marriage: financial planning. Metropolitan Gauteng’s General Manager, Queen Malobane, urges couples to have open, practical discussions about money before the big...
Common exchange control misconceptions
To avoid nasty surprises such as frozen bank accounts or getting stranded abroad, South African residents need to understand South Africa’s exchange control regulations. Well over 300 000 South Africans embarked on international trips during early...
GEPF explains how it calculated the pension increase
The low 2.9% GEPF pension increase has created an outcry among GEPF pensioners. Many point out that the National Treasury used an annual inflation rate of 4.4% for the budget. So why are pensioners only receiving 2.9%? I wrote an article in News24...
Starting your first job? A beginner’s guide to paying tax
Starting your first job is a big deal. It comes with new responsibilities, formative learning curves, a regular paycheque, and, unfortunately – tax. Geo Kilian, tax attorney at Hobbs Sinclair Advisory, lays out the tax basics you need to know as...
Another WhatsApp investment scam to watch out for
Old Mutual is warning the public about a highly sophisticated investment scam currently circulating on social media and messaging platforms such as WhatsApp. The scam falsely uses the names and images of real employees and the Old Mutual company...
Listen: Understand your long-term insurance
For most of us, long-term insurance is one of our biggest assets, yet we spend very little time understanding it. Am I over-insured? Does my company provide life insurance and how does that work? What is my premium pattern? Am I going to be able...
In times of crisis, it’s worth taking a step back
The last few weeks have been a rollercoaster ride as Trump’s policy decisions have given new meaning to uncertainty! The markets have not experienced this level of volatility since 9/11. With tariffs on and then off again, no one is predicting...
Estate planning insights for the single mom
As a single mom, planning for your child’s future is essential, especially if you’re not on good terms with the other parent. In this article, David Thomson, Senior Legal Adviser at Sanlam Trust, provides insights on guardianship and estate...
Listen: How to make smart tax decisions
In my latest podcast episode, I chat to tax expert Andre Bothma about the complexities of the South African tax system and how recent proposals could affect personal finances. We also have a broader discussion about the current tax landscape and...
Previous Articles
Will a salary increase leave you worse off?
Who wouldn’t love a salary increase of over 5% this year? Most employees would be happy with a raise that keeps up with inflation. But in 2025, even an inflation-related increase might not be enough to keep up with the rising cost of living as the taxman is taking a...
Tax avoiders beware: AI is coming for you
Attila Kadikoy, Managing Partner at Levantine & Co, warns wealthy individuals that tax authorities are increasingly adopting AI to help identify tax evasion. Many investors consider tax as a major contributor to wealth erosion – and rightly so. My advice has been...
Listen: Unpacking Budget 2025: taxes, spending, and what it means for you
This interview with Chris Axelson, acting head of tax and financial sector policy at National Treasury, will give listeners a window into how Treasury thinks when putting together a tax package. Our conversation provides invaluable insights into how budget decisions...
Short-term letting: know your complex’s rules
With short-term letting – and more specifically, letting through Airbnb – ramping up in South Africa, disgruntled owners and tenants are voicing their concerns when it comes to short-term letting properties contained in complexes, estates and apartment blocks. “While...
Listen: How to select the right annuity income for your needs
We all spend a lot of time thinking about how much we should be saving for retirement, and what the best strategy is for those investments. But we often don’t spend much time thinking about what the best strategy is for using this money after we have retired. In this...
New credit penalties for maintenance missers
Parents who miss maintenance payments may soon find their access to credit affected. Ayanda Ndimande, Head of Business Development at Sanlam Credit Solutions, takes a closer look at new enforcement measures. The Department of Justice has introduced a new policy...
Taxing us via inflation
Last week was a very strange time to be a financial journalist. Journalists are usually given a copy of the budget before the Finance Minister tables it in Parliament. After spending the entire morning at Parliament writing our stories about the impact of a planned 2%...
Are you due to make a provisional tax payment?
With the tax year-end only a few days away, provisional taxpayers must remember to make their second provisional tax payment. Danielle Luwes, Tax Director at Hobbs Sinclair Advisory, explains what is possibly the most mis-understood taxation in South Africa....
Simplifying the investment process
One of the most common question I receive is, "Where do I start investing?" With this in mind, I recently interviewed Adrian Hope-Bailie, founder of Fynbos Money, about this new investment platform, and how he aims to simplify the investment process for people who...
Do you have unclaimed dividends owed to you?
The Johannesburg Stock Exchange (JSE) recently launched a campaign entitled “Claim It”, urging South Africans to check if they are potential shareholders owed a portion of the R4.5 billion in unclaimed dividends. The Claim It initiative is a collaborative effort...