2019 Tax Season for individuals

2019 Tax Season for individuals

The 2019 tax season opened on 1 July 2019 and will close on 31 October 2019 for individuals who are non-provisional taxpayers and submitting via the SARS branches; for eFiling the deadline is extended until 4 December 2019. Provisional taxpayers submitting via eFiling have until 31 January 2020 to submit their returns. Supporting documentation that […]

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The Anxiety of Equity Markets

We might be able to do a mean spreadsheet, but that does not mean we are definitely going to make you money right now. That’s because the market does not know about our spreadsheets and often the value that we calculate for a company is very different from where a share trades – at least […]

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The 50% / 30% / 20% rule

The ‘50/30/20 Rule’ is a financial model which splits your budget into three groupings, and if applied correctly, really can lead to financial freedom. The credit for this model goes to Elizabeth Warren and her daughter Amelia Warren-Tyagi who penned ‘All Your Worth’ back in 2005. This powerful little book outlines a money management model […]

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July is savings month

South Africans are riddled with debt and one of the reasons they struggle to maintain a savings culture is because of impulsive buying behaviour, according to debt experts. Other factors contributing to a poor savings habit are economic issues, bad financial decisions and a lack of discipline when it comes to saving. With July marking […]

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