The Smartie Box shows returns of different asset classes over varying periods of time. One can clearly see why having a balanced...

Returns show the performance of the general asset class for each item. Quite interesting to note how different the 2023 YTD is compared...

The calendar year has just begun but we are almost through the 2024 tax year. This means that provisional taxpayers need to submit their...

Returns show the performance of the general asset class for each item. The history of each item is also available to show the yearly and...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The local investment environment has held stable...

The latest fact sheets for our offshore funds are available online. A good recovery month for offshore funds, the second positive return...

YOU STILL HAVE TIME TO REDUCE YOUR ANNUAL TAX BY INCREASING YOUR SAVINGS! SARS will refund (or subsidise) up to 45% of your savings...

Provisional Taxpayers & Trusts YOUR 2022 TAX DEADLINE IS 23 January 2023 We know that tax returns are not high on your priority list over...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The difficult period for investments and markets...

The latest fact sheets for our offshore funds are available online. As the rough year for offshore passive funds continue it is important...

We are almost through the first half of the 2023 tax year. This means that provisional taxpayers need to submit their provisional tax...

After the introduction of Auto Assessments last year, SARS have changed certain processes and requirements when dealing with auto...

To some this might be new, and others might well be aware of it thanks to first hand experience. It has been made clear that SARS will be...

Unsure whether or not you are required to submit a provisional tax return? It is quite simple if you know what to look for. We have...

The reviews for the first quarter of the local and offshore funds are now available. Those who are interested in reading how the funds...

The latest local investment fund fact sheets for the Aven funds have been uploaded. Despite it being a challenging period for investments...

The latest fact sheets for our offshore funds are available online. As a rough year for the offshore passive funds continue it is...

The 2022 tax season dates are as follows: End year tax returns: All taxpayers return submissions opened on the 1st of July 2022. In line...

March's review is out and markets have had mixed reactions to the latest developments and news. This review covers the latest market...

Tax clients should note that our tax forms have been updated. If you make use of a logbook a 2023 logbook has been uploaded making it...