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October 24, 2018

TAX ON RETIREMENT LUMP SUMS

Determining the tax consequences in respect of any lump sum benefits from retirement funds can be complex and various legislative changes have been incorporated over the […]
October 24, 2018

SPECIAL TRUSTS

The Income Tax Act[1] includes specific provisions for “special trusts”. These trusts are taxed on the same sliding scale applicable to natural persons, which could be […]
October 16, 2018

TAX DEADLINES – 31 OCTOBER 2018

Non-Provisional Individuals: For all non-provisional taxpayers, filing season for the period 1 March 2017 – 28 February 2018, closes on 31 October 2018. Tips for filing […]
October 3, 2018

BELINDA MCKENNA CFP®

PROFILE: Belinda has over 15 years’ experience in Human Resources and Employee Benefits. She is passionate about making a difference in people’s lives and being an […]