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From category archives: Olemera Blog

Personal Tax Planning

Have You Thought About Estate Planning? Here’s Why it’s Important

Planning for something fun like your next big holiday or your dream wedding can be fun and many people willingly put many hours and a fair amount of blood, sweat and tears into these events. However, there is something far more important to plan for and it’s never too early to start - estate planning.

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Section 12J Investments and Reducing Taxable Income

Investing in an approved Section 12J VCC is indirectly investing in and building the South African economy. It also acts as a tax-efficient incentive for investors as it allows for a full tax deduction of the amount invested for the specific tax year.

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Minimizing Your Tax Burden with a Retirement Annuity

Tax season is upon us which means it’s time to find ways to minimize your tax burden in the most efficient way possible. Although there are many ways to optimize your tax deductions, a retirement annuity may be one of the most beneficial vehicles to save on tax.

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Conducting Your End-of-Year Personal Finance Review

Reviewing your personal financial plan at the end of the year helps you to end of the year knowing exactly where you stand with your finances and it helps you strategize for the year ahead.

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The Benefits of Personal Tax Planning in South Africa

Effective tax planning depends on the extensive knowledge that our financial advisors have after years financial planning experience.

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