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Articles tagged as "Income"

Insights categories - Retirement

Could you survive on less than a third of your income in retirement?

By Twanji Kalula on 12 Aug 2024

Reading time: 12 mins

Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...

Insights categories - Personal investing

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

Reading time: 11 mins

The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...

Insights categories - Personal investing

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

Reading time: 11 mins

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Insights categories - Retirement

How to manage your living annuity in uncertain times

By Shaun Duddy on 17 Jun 2020

Reading time: 8 mins

Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates whether these rules...

Insights categories - Retirement

Managing your living annuity in an uncertain world

By Earl Van Zyl on 02 Jun 2020

Reading time: 11 mins

In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living...

Insights categories - Personal investing

Q&A: What’s on your mind about the Allan Gray business?

By Earl Van Zyl on 28 Oct 2019

Reading time: 7 mins

We field a lot of questions from clients and advisers each week. Earl Van Zyl offers some answers to questions that are coming up frequently.

Insights categories - Retirement

How to achieve a sustainable retirement income

By Shaun Duddy on 23 Nov 2017

Reading time: 8 mins

Shaun Duddy discusses how to meet and manage risks while drawing a stable income in retirement. He explains why investing at least 50% in growth assets is a...

Insights categories - Retirement

How to ensure your retirement income goes the distance

By Michael Summerton on 30 Jun 2014

Reading time: 9 mins

It is only a number of years into retirement that the consequences of decisions made early on begin to show. If you are nearing retirement , or you are in...

Insights categories - Personal investing

Make financial planning a priority in 2013

By Jeanette Marais on 10 Dec 2012

Reading time: 4 mins

Research from the US1 shows that financial planning is a critical factor separating those who are on track to meet their financial goals and those who are...

Insights categories - Retirement

Make sustainability a priority when planning your retirement income

By Richard Carter on 29 Oct 2012

Reading time: 6 mins

Over the last 20 years pension funds have increasingly passed the responsibility for generating income after retirement on to retirees and insurers, rather...

Insights categories - Retirement

Planning for income post retirement

By Richard Carter on 30 Sep 2012

Reading time: 9 mins

If you are knocking at 60's door and fall into the small minority of South Africans who have saved enough to retire comfortably, you may be planning your...

Insights categories - Local investing

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

Reading time: 5 mins

We have redesigned our fund factsheets as the first phase of a review of the fund information we provide in all of our documentation and on our website...

Insights categories - Retirement

Living annuities for life

By Richard Carter on 31 Mar 2011

Reading time: 8 mins

Living annuities need to provide an income stream for life. This means that the asset allocation in your living annuity investment should be aimed both at...

Insights categories - Investment insights

The role dividends play in generating returns

By Chris du Toit on 31 Mar 2010

Reading time: 6 mins

In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...

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