Carla Rossouw

Carla Rossouw

Carla joined Allan Gray in 2006 and is responsible for taxation across the business. She has an Honours degree in Management Accounting, a Higher Diploma in Tax Law and a Post Graduate Diploma in Financial Planning.

Articles by Carla Rossouw

Personal investing

VAT increase unavoidable

By Carla Rossouw on 02 Mar 2018

The Budget Speech delivered by Finance Minister Malusi Gigaba was a careful step in the right direction in an environment where hard decisions are...

Personal investing

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 24 Jan 2018

The end of February is the end of the tax year. Carla Rossouw explains why this is a good time to take maximum advantage of the incentives the government has...

Offshore investing

What taxes do I pay when I invest offshore?

By Carla Rossouw on 17 Nov 2017

Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay?As with any...

Personal investing

Tax season: Your top tax investment questions answered

By Carla Rossouw on 06 Oct 2017

Confused about how to report on your investments to SARS? With the 2017 tax season in full swing, now is the time to get your documents ready.

Personal investing

How to combat the budget pinch

By Carla Rossouw on 31 Mar 2017

Some weeks have passed since former Finance Minister Pravin Gordhan’s Budget speech, but we are only just beginning to feel the pinch. Carla Rossouw discusse...

Personal investing

2017 Budget speech update

By Carla Rossouw on 23 Feb 2017

The Minister of Finance announced amendments to tax and other legislation that may affect investors. These changes are discussed in detail below and, unless...

Personal investing

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 31 Dec 2016

Every year at around this time – ahead of the end of the tax year in February – we remind investors to think about taking advantage of some of the incentives...

Personal investing

Read the fine print before you decide to withdraw or retire from your preservation fund

By Carla Rossouw and Carrie Furman on 30 Sep 2016

South Africans on average change jobs about five to seven times during their working lives. More than two-thirds do not preserve their retirement savings whe...

Personal investing

2016 Budget speech update

By Carla Rossouw on 26 Feb 2016

The Minister of Finance announced amendments to tax and other legislation that may affect investors.

Investing for retirement

More for the future you, less for the tax man

By Carla Rossouw on 14 Jan 2016

The tides are changing in the retirement savings space, with National Treasury encouraging us to save more for retirement by significantly increasing the tax...

Personal investing

Your minor children and the taxman

By Carla Rossouw on 06 Nov 2015

Investing on behalf of your children is a generous act of foresight and, if you can afford to do it, opens up future opportunities for them. Unit trusts are ...

Investing for retirement

Convert part of your tax bill into retirement savings

By Carla Rossouw on 18 Feb 2015

While the long-term benefit of saving for a secure retirement may be obvious, investors may not appreciate the extra tax boost available from saving in an...

Investing for retirement

Retirement fund withdrawals and tax

By Carla Rossouw on 06 May 2014

The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...

Personal investing

Dividend Withholding Tax increases to 15%

By Carla Rossouw on 24 Feb 2012

During his recent budget speech, Minister of Finance Pravin Gordhan, announced that Dividend Withholding Tax (DWT) will be levied at a rate of 15% when it is...

Personal investing

New Dividend Withholding Tax: how will it affect you?

By Carla Rossouw on 31 Dec 2011

As part of his February 2011 Budget speech, Minister of Finance Pravin Gordhan announced that Dividend Withholding Tax would come into effect from 1 April...

Investing for retirement

Early withdrawals from your retirement savings can be taxing

By Michael Summerton and Carla Rossouw on 30 Jun 2010

In this article, Michael Summerton and Carla Rossouw provide an overview of how withdrawal and retirement benefits are taxed. They use practical examples to...

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