by adminfwc | Nov 19, 2024 | Financial Planning, Tax
16 – The end of financial emigration Question I have been living in Australia for the past two years and am in the process of finalising my permanent residence. I’m still a registered taxpayer in South Africa. I have a preservation fund in South Africa and heard...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
17 – Retirement annuities are a great estate planning tool Question I retired three years ago and receive a passive income from my business. I own a retirement annuity, which is still active. My broker says I should continue contributing to it. Is this the right...
by adminfwc | Nov 19, 2024 | Medical
18 – How to protect your finances from the consequences of a serious illness Question I’ve heard that critical illness cover is important. I’ve done some internet research into it and have become very confused. Prices and benefits seem to vary immensely. What...
by adminfwc | Nov 19, 2024 | Investment
19 – What to do about the declining fixed deposit rates Question I have a fixed deposit of R1 million that will be maturing shortly. As interest rates have declined , I will not be renewing it. I am 79 year old widower and am looking for an income to supplement...
by adminfwc | Nov 19, 2024 | Estate Planning, Investment, Offshore
20 – Death and offshore assets Question My father has several investments in South Africa and offshore. He wants to be able to transfer wealth as easily as possible to his children and grandchildren. I have been helping him here but am coming across terms like...
