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SA nationality maintains ‘medium quality’ on ranking of global nationalities

The Henley & Partners-Kochenov Quality of Nationality Index (QNI) launched in London recently. It put South Africa’s quality of nationality at 32.8% out of a possible 100%. Ranked 92nd, the country has maintained its nationality rating of medium quality. (more…)

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Invest offshore to finance your children’s international qualification

Since the beginning of the #FeesMustFall campaign in 2015, issues surrounding university fees and affordability have been under intense scrutiny by decision makers, prospective students and parents – who are more often than not, faced with the financial responsibility. Among other factors, the uncertainty created by this movement has contributed to a growing trend among […]

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Azad Zangana

From the outside, looking in: A global investment perspective on SA investors’ state of affairs

South Africa has seen a flurry of political change in recent weeks, resulting in an air of investor optimism and strengthening of the rand, proving that markets don’t wait for change to happen on the ground; they react to changes in direction and outlook. Given this “new dawn”, how should local investors be shifting their […]

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Tim Mertens

Unpacking financial emigration

Financial emigration, also known as formal emigration, is the process whereby a South African resident changes their status with the Reserve bank to that of a non-resident. One of the most important benefits of this is that retirement savings and annuities can be withdrawn and transferred offshore, even if the person is still under the […]

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What taxes do I pay when I invest offshore?

By Carla Rossouw, tax manager, Allan Gray. Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay? As with any other investment, it is important to get the full picture before you make any decisions. When you invest offshore, the […]

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Grant Meintjes, Head of Securities, PSG Wealth.

Key considerations when investing offshore

By Grant Meintjes, Head of Securities, PSG Wealth. It’s 10 years since the beginning of the global financial crisis, and investors are more aware than ever of how portfolio diversification can help protect their investments. These days, a diversified investment portfolio should include both local and international shares. (more…)

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Monarch & Co on options for individuals should South Africans working overseas have to pay tax locally as well

SA scholars seek international education

As another school year draws to a close, many parents and scholars are beginning to think about their tertiary education options and future career opportunities. (more…)

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Reyneke van Wyk, Head of Investment Management, South Africa at Stonehage Fleming.

Why you should invest 100% of your surplus assets offshore

Wealthy South African investors should look to invest 100% of their long-term surplus assets offshore. This is according to Reyneke van Wyk, Head of Investment Management, South Africa at Stonehage Fleming. (more…)

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