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May 2015

AN OPPORTUNITY TO AUGMENT YOUR ANNUAL TAX PLANNING

A TFSA is a long-term investment vehicle which can be a valuable addition to your existing plan, due to its significant tax advantages. Since the introduction of the TFSA legislation on 20 February 2015, you've probably been faced with a myriad of TFSA-related news and marketing messages. It may be tempting to make a decision hastily, but it's worth taking a step back and ensuring these decisions are fully informed and costs are fair, especially since high fee charges within some of the available options on the market could erode some of its tax benefits. We'd like to help you understand more about what to consider when making your selection.

Hugo Malherbe - PPS Investments
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TRUSTS - ROLE AND RESPONSIBILITY OF PROTECTORS

To Protect or Not to Protect   Whilst the role of a trust protector is more often raised in connection with offshore trusts, he/she may be appointed in domestic trusts both inter vivos and will trusts. His/her role and responsibility are often misunderstood or unclear.   A trust protector has nothing to do with nor has any connection with the “Public protector”, set up in terms of South Africa’s Constitution to investigate complaints against government agencies or officials.

Keith H Turberville
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SELLING YOUR BUSINESS

The preparatory steps, even if the thought hasn’t crossed your mind yet!   Are you a small to medium-sized business owner? Selling your business is possibly not your priority right now, but in order to achieve a successful sale, you should start preparing early in order to optimise the value that you could receive. Let’s run through ten practical steps to help you achieve the best value on the ultimate sale of your business. Please note that this article is not in any way intended to be a technical treatise. 

Tarryn Wright
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SARS REPORTABLE ARRANGEMENTS AMENDED

On 16 March 2015 a public notice was issued by the Commissioner for SARS which listed a number of new transactions which would be regarded as reportable arrangements from the said date.

Anine Liebenberg
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