Share this! Default strategy may not always be the best option for retirees By Wouter Fourie (CFP®) and Business times Money A pre-selected retirement option offered through the new default regulations may make it simpler to choose an annuity strategy if you have to, or don’t want to, choose what happens with your retirement savings …

Share this! Choose your financial advisor Wouter Fourie (CFP®) and Ryk van Niekerk on RSG, Moneyweb   Do you find financial advisors intimidating? Wouter Fourie says first time clients need not fear having an open and honest discussion about their financial goals. On RSG on Moneyweb, Wouter chats with Ryk van Niekerk about what clients …

Share this! What are the tax implications for the beneficiary of my living annuity? Wouter Fourie (CFP®) Question: Will my minor grandchild be able to register as a taxpayer? If I bequeath my living annuity to a grandchild, I believe he has to receive an income from it (monthly or otherwise). Assuming that he is …

Share this! How much tax will be payable on the sale of a house held in trust? Capital gains tax was introduced in SA with effect from October 1 2001 and the gain or loss attributable for the period only needs to be considered on or after that date Question: We purchased a house for …

Share this! Rand & Sent – Retirement planning Series 4 Suzaan Steyn & Wouter Fourie, 24 March 2019 In the last episode in the series of retirement discussions on RSG’s Rand en Sent, Wouter Fourie and Suzaan Steyn chat about how to plan your estate wisely. Many people are wrongfully of the opinion that estate …