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Articles tagged as "Exchange controls"

Insights categories - Local investing

Equities matter – even for a cautious investor

By Martine Damonse on 04 May 2023

Reading time: 11 mins

In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...

Insights categories - Local investing

The evolving role of balanced funds

By Tamryn Lamb on 31 Jan 2023

Reading time: 12 mins

Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...

Insights categories - Offshore investing

Offshore restrictions revised to 45% for Allan Gray Living Annuity, Endowment and Tax-Free Investment accounts

By Tamryn Lamb on 10 Mar 2022

Reading time: 2 mins

The South African Reserve Bank (SARB) has confirmed that the offshore limit for life companies, including Allan Gray Life, has been set at 45% for all...

Insights categories - Retirement

Great news for retirement savers as offshore limits increased to 45%

By Earl Van Zyl on 02 Mar 2022

Reading time: 2 mins

Following announcements in the recent Budget speech, the South African Reserve Bank (SARB) has confirmed that the offshore investment limits for all investme...

Insights categories - Personal investing

Unravelling your residencies – exchange control, tax and citizenship

By Sunèl Delport and Mlulami Nxele on 10 May 2019

Reading time: 15 mins

South Africans who live and work abroad are not currently subject to income tax on the income they earn outside of South Africa, provided they spend more tha...

Insights categories - Offshore investing

Simplifying offshore investing

By Julie Campbell on 25 Jan 2019

Reading time: 11 mins

Over the years, South African exchange control regulations, which limit the amount that you can transfer or invest abroad, have been relaxed considerably. Th...

Insights categories - Offshore investing

Do you need to rethink your offshore investment exposure?

By Earl Van Zyl on 19 Apr 2018

Reading time: 10 mins

Treasury’s decision to increase offshore investment limits for unit trusts, investment managers and long-term insurers is great news for savers and their...


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