September 2018


Leverage – September issue
With the country in recession and the rand once again taking a tumble, the September issue of Leverage focuses on the topical subject of offshore investments. Odette Kriel has a look at the capital gains tax implications on currency gains realised when investing offshore. We look at Momentum Wealth International products which could be added to your clients’ portfolios and finally examine the loan funding structures and tax implication for SA residents who invest through Offshore Trusts.Download


Momentum Wealth International (MWI) FAQs
Read these Frequently Asked Questions to learn more about the MWI products that you can make available to your clients. Please note this document is a summary of facts and opinions relevant to the said products only and, as such, should not be seen as giving financial, tax or product advice.Download