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COVID-19 and your financial advisor

By:  Kathleen Storey The world as we know it is in disarray. Every news channel and social media platform is flooded with updates on this terrifying pandemic. Someone who is of little political or medical importance, Sophie Turner of Game of Thrones fame, said we are living in a time where we may value our…

Expatriate Tax – South Africans Working Abroad

By Liam Aspeling - Sentera Business Partners   The term “expat tax” refers to the new amendments to the Income Tax Act which came into effect from 1 March 2020, will impact thousands of South Africans working and living abroad. Previously, if you were a South African tax resident rendering services outside the country on behalf…

WHY HAVE A WILL?

By Colin Horwitz Let me start by simply stating that there is nothing requiring a person to have a Last Will and Testament! However, if you do go down this route, beware.  The Law of Intestate Succession will apply and there will be, without a doubt, people who will inherit part of your estate that…

Use your time in lockdown to prepare for tax season!

By William van Wyk You will need the following documents to submit with your tax return:- IRP 5/s Medical Aid Tax Certificate     Summary of your medical aid membership and contributions IT3b / IT3c     Summary of the interest, dividends and capital gains you earned through your investments. Retirement Annuity Certificate     Contribution certificate PBO…

Safe at Home: Surviving Covid-19

By Moipone Molapo - Morebo Intern When the lockdown started on Friday, there was a lot going through my mind. I was experiencing many emotions at the same time but the one emotion that stood out was fear. Not just fear of the virus itself but fear of what was to happen to us financially…

Living in tough times

By Colin Horwitz I trust that this article finds you and your families safe and well. Who would have ever thought that in our lifetime we would experience something like Covid-19?  It is akin to living in a horror movie! But, on the plus side it’s allowed us time to spend with our families, those…

THE IMPORTANCE OF EFFICIENT ESTATE PLANNING

By Ryno Crous Death is a subject that is frequently shied away from or avoided entirely. However, planning for the distribution of your estate and the wellbeing of your loved ones after you have passed, is an important financial duty. Even with the importance of estate planning being heavily advocated in the financial industry, the…

The Downgrade and the Virus!

by Ashley Horwitz On Friday night Moody’s downgraded South Africa’s sovereign credit rating to sub-investment grade. Both Fitch and S&P downgraded South Africa to below investment grade in 2017, but Moody’s has always had a soft spot for South Africa. The key driver behind the rating downgrade to Ba1 is the continuing deterioration in South…
 
Morebo Financial Solutions (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act. (No. 2409)
Morebo Wealth (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act (no. 2409)
Morebo Brokerage (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (no. 48360)

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