The latest fact sheets for our offshore funds are available online. A month that will see any investor smile wide. The past headwinds...

The 2023 tax season dates are as follows: End year tax returns: All taxpayers return submissions opened on the 7th of July 2023....

This article is quite good at comparing different saving options. Contact us for any additional information so we can assist in getting...

The Smartie Box shows returns of different asset classes over varying periods of time. Year To Date at this point has reverted mostly...

SARS have again changed certain processes and requirements when dealing with auto assessments. An important change to this process is...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The year has continued the recovery over the last few...

The latest fact sheets for our offshore funds are available online. Offshore funds are still struggling somewhat with inflationary and...

Jurisdictions on the ‘grey list’ are in fact countries under increased monitoring and who have committed to actively work with the...

The Smartie Box shows returns of different asset classes over varying periods of time. One can clearly see why having a balanced...

Returns show the performance of the general asset class for each item. Quite interesting to note how different the 2023 YTD is compared...

The calendar year has just begun but we are almost through the 2024 tax year. This means that provisional taxpayers need to submit their...

Returns show the performance of the general asset class for each item. The history of each item is also available to show the yearly and...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The local investment environment has held stable...

The latest fact sheets for our offshore funds are available online. A good recovery month for offshore funds, the second positive return...

YOU STILL HAVE TIME TO REDUCE YOUR ANNUAL TAX BY INCREASING YOUR SAVINGS! SARS will refund (or subsidise) up to 45% of your savings...

Provisional Taxpayers & Trusts YOUR 2022 TAX DEADLINE IS 23 January 2023 We know that tax returns are not high on your priority list over...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The difficult period for investments and markets...

The latest fact sheets for our offshore funds are available online. As the rough year for offshore passive funds continue it is important...

We are almost through the first half of the 2023 tax year. This means that provisional taxpayers need to submit their provisional tax...

After the introduction of Auto Assessments last year, SARS have changed certain processes and requirements when dealing with auto...