Written by Dohne Damons
Allan Gray and Kaya Biz share tax tips ahead of this year’s tax season.
Carla Rossouw who is the head of Tax at Allan Gray joins Kaya Biz to share practical tips for the tax season.
Tax efficiency is a key aspect of a healthy financial plan.
By making sure your tax affairs are in order, considering the tax implications of your investment decisions and maximising the tax benefits on offer, you can improve your financial outcomes.
With the end of the current tax year approaching at the end of February, now is the time to take advantage of the tax benefits provided for through retirement products and tax-free investments.
The Allan Gray and Kaya Biz podcast covers the following topics:
- Tax and your financial plan.
- Retirement annuity and its tax benefits.
- Tax-free investment versus retirement annuity tax benefit comparison.
- What happens if we “overcontribute” towards our retirement savings in a year?
- Are there benefits to excess contributions to retirement savings?
- What practical things can we do to get our tax affairs in order?
Click play and listen to the podcast below:
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