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Your Year-End Tax Checklist: Smart Moves Before 28 February

Your Year-End Tax Checklist: Smart Moves Before 28 February

by Evolve Audit & Advisory | Jan 28, 2026 | Investment, Tax

“The avoidance of taxes is the only intellectual pursuit that still carries any reward. (John Maynard Keynes) 1. Boost your retirement savings Contributing to a Retirement Annuity (RA) before 28 February can reduce your taxable income and grow your long-term...
Beware the Taxman When Accessing Your Three-Pot Retirement Savings!

Beware the Taxman When Accessing Your Three-Pot Retirement Savings!

by Evolve Audit & Advisory | Aug 28, 2024 | Investment, Tax

“The two-pot system is meant to support long-term retirement savings while offering flexibility to help fund members in financial distress.” (National Treasury) With two new pots added to what used to be the one-pot South African retirement system, fund members can...

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