by Ashley Horwitz We trust you are doing well and that you are taking all the necessary precautions regarding the Coronavirus pandemic. We have just walked out of an Investment Committee Meeting and obviously the discussion centered on the market volatility currently being experienced. Whist we will break down the full impact of March’s volatility…

INCOME TAX: INDIVIDUALS AND TRUSTS  Tax rates from 1 March 2020 to 28 February 2021: Individuals and special trusts Taxable Income (R) Rate of Tax (R) 1 – 205 900                             18% of taxable income 205 901 – 321 600                  37 062 + 26% of taxable income above 205 900 321 601 – 445 100                  67…

By Colin Horwitz All of us at Morebo wish you and yours an amazing 2020! As time passes, change happens, and so too does it happen at Morebo. It is with mixed feelings that we announce the retirement of Jeanne Nel from the Morebo management team. We will sincerely miss her input in the running…

By Colin Horwitz It is with mixed feelings that I write this article. Jeanne, our General Manager, has been part of our family since December 2005 and although we as the management and staff of Morebo, as well as many of our clients will be saddened by her retirement, we are happy to inform everyone…

By Charnay Cooper and the Morebo Interns In preparation for Youth day our Interns, accompanied by Certified Financial Planners visited the University of Johannesburg to present a lecture on Financial Literacy and how to create and maintain wealth. The first point they focused on was the South African youth’s perception around financial planning. After…

By Charnay Cooper & the Morebo Interns Discussing what a Financial Advisor does, with final year students at the University of Johannesburg was interesting as the audience, being millennials, included in the discussions the 4th industrial revolution and how this could affect a Financial Advisors career path. There were many questions around what a Financial…

by Ryno Crous With another tax year drawing to a close, it is once again time to review your retirement contributions for the year, and whether you are using the full tax benefits available to you. As part of the government’s retirement-reform initiative, new legislation incentivising investors to contribute to retirement structures was introduced in…