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 fact sheets for our offshore funds are available online. The funds had an excellent year in 2021 with annualised Dollar...

The latest local investment fund fact sheets for the Aven funds have been uploaded. Returns for all local funds in the 2021 calendar year...

Find the review of January below. This review covers the volatile 1st month of 2022 with focus on global inflation, growth rates and...

Let Sars subsidise up to 45% of the money you save for retirement in a generous tax break. Contact us by 21 Feb to find out if you qualify.

The below table supplied by Liberty Life is a great illustration of the advantages of a balanced portfolio and shows the performance of...

Find the review for October below. This review covers economic news related to Inflation concerns, The impact of load shedding and GDP...

The latest fact sheets for our offshore funds are available online. An excellent month for the offshore funds across the spectrum. The...

The latest local investment fund fact sheets for the Aven funds have been uploaded. All round solid performance by the local funds,...

Find the review for August below. This review covers economic news related to the vaccine rollouts & effectiveness, the Taliban takeover...

The year 2020 has been a rollercoaster for all working individuals, with lockdown forcing many people to work from home. This opens up...

The 2021 income tax filing season starts on 1 July 2021. This is for the tax year period 1 March 2020 to 28 February 2021. Deadline:...

Want to compare your 2021 with the investment worlds year thus far. This monthly review highlights some of the impacts and role players...

Are you being paid a travel allowance or claiming your travel expenses against your business income? Be sure to make a note of your car's...

Please find the January economic review below. Some international and local highlights & market news.

The end of the 2021 financial year is on the 28th February. YOU STILL HAVE TIME TO REDUCE YOUR ANNUAL TAX BY INCREASING YOUR SAVINGS Sars...

Submitting a provisional tax return at the end of February does not necessarily mean you will need to pay provisional tax. Not submitting...

November Economic Review

Find attached the October review and outlook for some interesting news and statistics.

Many of you have most likely been through a verification process with SARS which have lead to objections and appeals and will know this...