April 2019


Leverage

Leverage – April 2019 issue
In this edition of Leverage we look at the various ways in which a spouse can be defined and how this impacts the calculations supporting a financial needs analysis. Amanda Moolman focuses on the actual definition of a spouse as contained in various pieces of legislation and Emile Hofmeyr discusses the practicalities of being faced with a client in an informal, long-term relationship. Download

ASAP

Investment vehicle comparison table
This table compares the main features and benefits of some of the most popular investment vehicles available to clients ‒ including an Endowment Policy, a Tax-free Investment and a Retirement Annuity ‒ and lists the tax implications of each.Download