News

South African government is making huge strides in balancing the tax treatment of different retirement vehicles, however careful consideration should still be given to the different tax implications when choosing retirement savings products.
The 2013 FinScope survey indicated that the number of adults who do any saving at all is around 42%, with only half of those saving through formal channels.
The main retirement options, through formal channels, are compulsory pension and provident fund contributions, retirement annuities, pension and provident preservation funds, tax-free savings accounts, endowment and unit trust investments.

We are very excited to inform you that our firm, Frank Fourie and Associates (Pty) Ltd trading as DHA Financial Services, will change to LEAD Financial Strategists (Pty) Ltd trading as LEAD (Listen-Evaluate-Advise-Develop).