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Articles tagged as "Budget"

Insights categories - Personal investing

2024 Budget: Walking a tightrope

By Carla Rossouw on 21 Feb 2024

Reading time: 7 mins

The stage was set for a much-anticipated 2024 Budget speech during an election year. 

Insights categories - Markets and economy

The problem with a 12% yield

By Thalia Petousis on 04 Oct 2023

Reading time: 4 mins

The notion of a government bond trading at a 12% yield can sound very appealing, but it poses several issues.

Insights categories - Personal investing

Unpacking the changes to the retirement fund lump sum tax tables

By Carrie Norden on 11 Apr 2023

Reading time: 12 mins

To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...

Insights categories - Retirement

A focus on the regulatory aspects and challenges of the two-pot system

By Richard Carter on 01 Mar 2023

Reading time: 6 mins

During the recent Budget speech, the Minister of Finance confirmed the intended launch date of 1 March 2024 for the two-pot retirement system. With 12 months...

Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins

Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget

Insights categories - Retirement

Great news for retirement savers as offshore limits increased to 45%

By Earl Van Zyl on 02 Mar 2022

Reading time: 2 mins

Following announcements in the recent Budget speech, the South African Reserve Bank (SARB) has confirmed that the offshore investment limits for all investme...

Insights categories - Markets and economy

The long road to debt reform: SA’s Budget underwhelms bond investors

By Thalia Petousis on 24 Feb 2022

Reading time: 3 mins

Despite the positivity priced into the Budget from the much-publicised tax revenue overruns, the outcome has positively underwhelmed South African bond...

Insights categories - Personal investing

2022 Budget speech update

By Carrie Norden on 23 Feb 2022

Reading time: 10 mins

Finance Minister Enoch Godongwana delivered his maiden Budget speech on Wednesday, 23 February. He noted that although the easing of COVID-19-related...

Insights categories - Personal investing

A responsible Budget signalling optimism

By Carla Rossouw on 23 Feb 2022

Reading time: 4 mins

The high cost of living, fuelled by rising inflation, significant fuel price increases and a series of interest rate hikes (which are likely set to continue)...

Insights categories - Personal investing

Don’t let December derail your long-term plans

By Phiko Peter and Tinashe Kunaka on 24 Nov 2021

Reading time: 4 mins

As we approach the proverbial finish line after a long year, most of us are looking forward to a well-deserved break. However, as we focus on making memories...

Insights categories - Personal investing

2021 Budget speech update

By Carrie Norden on 25 Feb 2021

Reading time: 7 mins

Finance Minister Tito Mboweni delivered the Budget speech on Wednesday, 24 February. Against the backdrop of the COVID-19 pandemic, the Budget was more...

Insights categories - Personal investing

2021 Budget signals hope for SA taxpayers

By Carla Rossouw and Sandy McGregor on 24 Feb 2021

Reading time: 3 mins

Minimal tax measures aim to bring relief to taxpayers and bolster economy.

Insights categories - Personal investing

What can we expect from the 2021 Budget?

By Carla Rossouw on 18 Feb 2021

Reading time: 5 mins

It is that time of the year again, we are holding our breath to see what the 2021 Budget speech will deliver against a backdrop of the devastating loss,...

Insights categories - Personal investing

2020 Budget speech update

By Carla Rossouw on 27 Feb 2020

Reading time: 8 mins

Finance Minister Tito Mboweni delivered the Budget speech on Wednesday, 26 February. In this document we highlight some of the 2020 Budget tax proposals that...

Insights categories - Personal investing

2020 Budget: Stuck between a rock and a hard place

By Carla Rossouw on 25 Feb 2020

Reading time: 4 mins

A revenue shortfall of R50bn was announced in the Medium-Term Budget Policy Statement (MTBPS) in October 2019, and this sets the scene for the 2020 Budget....

Insights categories - Markets and economy

2020 Budget: Managing the wage bill and fixing Eskom's credibility

By Sandy McGregor on 21 Feb 2020

Reading time: 2 mins

The National Treasury faces formidable challenges in preparing the Budget for the 2020/21 fiscal year, which will be presented on 26 February. Projections...

Insights categories - Personal investing

How to implement your New Year’s resolutions

By Braam Visser on 28 Nov 2019

Reading time: 7 mins

As the end of the year approaches, it is a good time to reflect on resolutions committed to in earnest back in January and take stock before the resolution...

Insights categories - Personal investing

Are you financially resilient?

By Mthobisi Mthimkhulu on 23 Oct 2019

Reading time: 9 mins

Most of us know what it means to build resilience in the context of health and wellness: eat healthily, exercise regularly, get enough sleep and manage stres...

Insights categories - Personal investing

PART 1: How to overcome the growing cost of education

By Saleem Sonday on 16 Jul 2019

Reading time: 6 mins

Do you feel overwhelmed at the thought of how you will finance your children’s education? You are not alone. We all want to empower our children by giving th...

Insights categories - Personal investing

2019 Budget speech update

By Carla Rossouw on 20 Feb 2019

Reading time: 8 mins

Finance Minister Tito Mboweni delivered his maiden budget speech on Wednesday 20 February. In this document we highlight some of the 2019 Budget tax proposal...

Insights categories - Personal investing

Budget 2019: Focus shifts to restoring credibility

By Carla Rossouw on 20 Feb 2019

Reading time: 4 mins

Finance Minister Tito Mboweni’s maiden Budget Speech didn’t deliver any major punches such as 2018’s surprise 1% VAT hike, but instead sought to acknowledge...

Insights categories - Personal investing

VAT increase unavoidable

By Carla Rossouw on 02 Mar 2018

Reading time: 4 mins

The Budget Speech delivered by Finance Minister Malusi Gigaba was a careful step in the right direction in an environment where hard decisions are...

Insights categories - Personal investing

2017 Budget speech update

By Carla Rossouw on 23 Feb 2017

Reading time: 4 mins

The Minister of Finance announced amendments to tax and other legislation that may affect investors. These changes are discussed in detail below and, unless...

Insights categories - Personal investing

How does the Budget impact me?

By Richard Carter on 23 Feb 2017

Listening time: 9 mins

The 2017 Budget had some surprises, especially for the wealthy, with steep increases in income tax and dividend withholding tax. But we need to look beyond t...

Insights categories - Personal investing

Read beyond the Budget headlines: Bracket creep hits low to middle income earners

By Richard Carter on 23 Feb 2017

Reading time: 3 mins

The 2017 Budget had some surprises, especially for the wealthy, with steep increases in income tax and dividend withholding tax. But the silent tax increase ...

Insights categories - Personal investing

2016 Budget speech update

By Carla Rossouw on 26 Feb 2016

Reading time: 6 mins

The Minister of Finance announced amendments to tax and other legislation that may affect investors.

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