Articles tagged as "Income"
How SARS has changed tax for annuitants
The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...
Could you survive on less than a third of your income in retirement?
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...
How to manage your living annuity in uncertain times
Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates whether these rules...
Managing your living annuity in an uncertain world
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...
Q&A: What’s on your mind about the Allan Gray business?
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.
How to achieve a sustainable retirement income
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...
How to ensure your retirement income goes the distance
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...
Make financial planning a priority in 2013
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...
Make sustainability a priority when planning your retirement income
Over the last 20 years pension funds have increasingly passed the responsibility for generating income after retirement on to retirees and insurers, rather...
Planning for income post retirement
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...
Facelift for Allan Gray fund factsheets
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...
Living annuities for life
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...
The role dividends play in generating returns
In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...
