The 28th of February is around the corner, and it is time to be strategic and tax savvy. Open a new or top up your existing Fairtree Retirement Annuity and / or Fairtree Tax-Free Savings Account and maximise your tax benefits for this tax year. How to make the most of your tax benefits Tax-Free …
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Drawing Income From The Right Fund Is Vital In our Quarterly Report for 2020, an article by Wessel Grobler and analytics by Hennie Botha, covered an extremely interesting point for income withdrawals inside our solutions. Some of the most frequent questions we are being asked during this time is coming from our clients drawing income …
Retirement Should Be The Best Time Of Your Life. Retirement should be the best time of your life. Especially when you have spent about 55-65 years working so hard toward it. These years are often spent split between, working hard in high school so that you can get entry to university, so that you can …
Combining Hedge Funds And Unit Trusts Inside A Single Portfolio Carriers Many Benefits For Our Investors Our last article introduced our best view on balanced investing. We made mention of our ‘Core Combination’, which is currently the blend of a 75% Unit Trust and 25% Hedge Fund composition. However, what makes this combination so great? …
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