Happy New Year to all our clients and friends! We hope and pray that 2018 will be a year filled with peace, happiness and good health.

Our offices opened on Monday 8th January 2018. Greg, Leonie and Kevin look forward to seeing you in the New Year. If you are in the area please pop in and say “hello!”

Retirement Season


The financial year end is just around the corner.  You may wish consider increasing your retirement annuity debit orders or making lump-sum contributions to your existing retirement annuities.

 

Retirement annuities are a great way to save for retirement and for reducing your annual tax payments.  Here are some of the benefits:

• Contributions are tax-deductible within certain limits.
• There is no income or capital gains tax applicable during the term of the investment.
• Dividends tax does not apply to Retirement annuities
• Unclaimed or disallowed contributions may be deducted on retirement.
• At retirement, the remaining value (minimum two-thirds) can be transferred to an               annuity to provide a regular monthly income in retirement.

Please contact us early if you would like to add to your existing retirement annuities as there is always a logjam towards the end of February.

Book your free initial conversation
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