Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
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Changes to CGT, tax-free savings, retirement contributions, and donations
Treasury also proposes new thresholds at which fund members and living annuitants can commute to a cash lump sum.
Treasury signals overhaul of CIS taxation
The proposal is to reclassify all returns from collective investment schemes and retail hedge funds as capital gains.
Treasury concedes on one CIS tax proposal, holds firm on another
National Treasury has withdrawn its proposal that would have triggered capital gains tax when fund managers merge collective investment scheme portfolios.
Treasury urged to retain tax relief for manager-initiated unit trust transactions
ASISA says further consultation is needed to avoid negative consequences for investors and the collective investment schemes market.
Capital gains tax is ‘sabotaging South Africa’s economic growth’
CGT levies gains created by inflation and currency depreciation, eroding real returns and discouraging long-term investment, says the Free Market Foundation.
What ‘capital’ could be in a CIS capital distribution
A proposed amendment to the Income Tax Act will tax unit trust investors on capital distributions before disposals, without any base cost offset.
Draft Bill hides a ‘stealth tax’ in your unit trust investments
Proposed amendments could undermine the tax-efficient compounding that makes a collective investment scheme an attractive investment vehicle.
Understanding the CGT implications of convertible preference shares
Knowing whether your conversion is ‘fixed’ or ‘contingent’ is crucial to avoid unexpected capital gains tax bills.
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
South Africa already has wealth taxes, says Kieswetter
Almost half the revenue from personal taxes is derived from people who earn more than R1 million.
Budget: Key changes for taxpayers and investors
Watch Moonstone Update for an overview of some of the stories covered in the past week’s Investment Indicators and Moonstone Monitor. This weeks update focuses on the budget Income tax brackets, medical tax […]
ASISA rejects proposed ‘dualistic nature’ of CIS portfolios
ASISA warns that reclassifying collective investment scheme portfolios as profit-making schemes will undermine years of established investment policy.
Constitutional Court clarifies CGT in multi-tier trust arrangements
The court’s interpretation and application of the conduit principle has implications for structures involving layers of multiple discretionary trusts.
Global Money Week: promoting financial literacy with MBSE courses
Moonstone Business School of Excellence has three short courses that will improve your money management skills.
