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BOOK REVIEWS

We review interesting and popular books that provide insight into everyday questions that people have on financial and tax topics.

ARTICLES

Subscribers benefit from trending information chosen from hand-picked subject matter

FEATURED

SARS auto-assessments: Check before you ‘accept’

SPEAK TO any individual taxpayer and tax practitioner these days, and no doubt ‘auto-assessments’ will feature in the conversation. Whilst many agree that the auto-assessment process is a good idea and there is appreciation of SARS’ intention to simplify tax compliance, there are mixed feelings regarding the implementation and practicality thereof.

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FEATURED

Is my money safe with you?

WEALTH MANAGERS throughout the financial industry are often asked: “Is my money safe with you?” The answer has to be “yes”, and not just because the advisor says so. This assurance of safety must genuinely be the case. As an investor, there are ways of ensuring that you are dealing with a repu-table professional who operates according to the rules and with an ethical stance.

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VIDEOS

With flexibility and vigilance, our experts are able to analyse, select and inform suitable material that speaks to current unfolding trends

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Will Smith on Failure (Fail Early, Fail Often, Fail Forward)

Will Smith is a well-known actor who is the first to tell you success is great, but to achieve that success you need to fail a few times along the way. Failing shouldn’t signal defeat. Instead, use it as an opportunity to learn. Learn about the world around you, but most of all learn about yourself

Don’t be a victim. Strive to be a survivor. Everyone fails at some point. To find success, you need to learn how to fail gracefully and then use the knowledge you gain to pick yourself up and move forward.

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PUBLISHER’S COPYRIGHT AND DISCLAIMER

The copyright of the material contained in Personal Finance and Tax Breaks vests in Bellan Media (Pty) Ltd. No part of this publication may be photocopied, reproduced, or distributed by any electronic system, or forwarded by e-mail to any section or department within the subscribing organisation, nor may any part of this publication be forwarded, by e-mail or otherwise, to any non-subscribing organisation without the written permission of the publisher.

While every reasonable effort is taken to ensure the accuracy and soundness of the contents of Personal Finance and Tax Breaks publications, neither writers of articles nor the publisher will bear any responsibility for the consequences of any actions based on information or recommendations contained herein. Our material is for informational purposes and should not be construed as financial advice. For other material, videos and links used in this website Bellan Media (Pty) Ltd makes every reasonable attempt to reference what is already in the public domain.

OUR PUBLICATIONS

PERSONAL FINANCE is South Africa’s leading monthly investment strategy magazine aimed at individuals who are serious about saving money, securing their financial future, building wealth, and preserving it for future generations.

TAX BREAKS draws from the collective wisdom of the country’s leading tax experts, helping subscribers minimise their tax bills, understand their compliance obligations, structure their affairs in a tax-efficient manner, interact with SARS, and be kept on all the latest tax issues.