Tax and Marriage go together, like a horse and carriage

Posted 7 March 2022

When planning your wedding, it’s highly unlikely that anything related to tax features on your agenda. However, when saying “I do” it’s very important to understand the tax laws associated with marriage because SARS treats income differently according to the type of marriage contract that binds you and your spouse.

Marriage in Community of Property

If you marry without an antenuptial contract, you’ll by default be married in community of property...

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What is Gap Insurance & why is it so valuable to have?

Posted 7 October 2020

When you are in the process of selecting a medical aid, the question of adding gap cover to your plan is likely to come up.

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Navigating around your Capital gains tax certificate (IT3C)

Posted 15 May 2020

If you have shares (financial instruments) , there is important information on your IT3C tax certificate which needs to be included in your tax return.

This will ensure your taxable income is calculated accurately with the correct capital gain or loss included. 

Do you have shares at any of the following institutions?...

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Navigating around your Easy Equities tax certificate (IT3c)

Posted 12 May 2020



1. This is the gross base cost of all shares you bought through the institution. You must NOT use this value on your return.
To calculate the base cost of the shares that you sold,  you will have to deduct the profit / loss from the proceeds and then enter this amount in the base cost field on your return.

2. This is the proceeds i.e  the value that your shares were sold for. This amount needs to be entered as proceeds in the  capital gains section of your tax return....

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Navigating around your Allan Gray tax certificate (IT3c)

Posted 12 May 2020


1. This is the proceeds i.e  the value that your shares were sold for. This amount needs to be entered as proceeds in the  capital gains section of your tax return.

2. This is the base cost i.e the costs attached to the sale of your shares. This amount needs to be entered as the base cost in the  capital gains section of your tax return....

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Navigating around your Investec investment tax certificate (IT3c)

Posted 12 May 2020



1. This is the proceeds i.e  the value that your shares were sold for. This amount needs to be entered as proceeds in the  capital gains section of your tax return.

2. This is the base cost i.e the costs attached to the sale of your shares. This amount needs to be entered as the base cost in the  capital gains section of your tax return....

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Navigating around your Momentum tax certificate (IT3c)

Posted 12 May 2020


1. Opbrengs/Proceeds i.e  the value that your shares were sold for. This amount needs to be entered as proceeds in the  capital gains section of your tax return.

2. Basiskoste/Base Cost i.e the costs attached to the sale of your shares. This amount needs to be entered as the base cost in the  capital gains section of your tax return.

...

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Black Friday Survival Tips

Posted 22 November 2018

It's that time of the year again - Black Friday!

We'd like to assume that you've probably been inundated with nothing but sale specials in your inbox . While others have managed to plan ahead to ensure a pleasant shopping experience, other consumers will shop wildly and randomly during this highly anticipated sale bonanza. With so little time to spare we've put together 3 important things to remember this Black Friday:

1. Compare your options

Sometimes brand loyalism should be left at home...

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