ALLAN GRAY - How excess retirement fund contributions can benefit you throughout your lifetime

Loading player...

GUEST - Meagan Fraser, Tax manager at Allan Gray

One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction
taxpayers receive for saving towards their retirement. But is there any benefit in contributing beyond the maximum annual tax-deductible amount to a retirement fund? Meagan Fraser, tax manager at Allan Gray, joins Kaya Biz to unpack the tax benefits of retirement
annuities and explains the pre- and post-retirement benefits of making excess contributions to your retirement fund savings.

26 Mar 2024 English South Africa Investing · Investing

Other recent episodes

Allan Gray - Stable Funds: A Cautious Fund For All Seasons

Guest – Radhesen Naidoo, joint head of Institutional Clients at Allan Gray A 25-year period of investing is a long time. To put this into context, if we cast our minds back 25 years, it was the beginning of the new millennium, we had just filed away Y2K crisis preparation…

2 Sep 11 min

Allan Gray – How Employers Can Help Their Employees Shape Better Retirement Outcomes

For many South Africans, their retirement savings pot represents the biggest financial asset they hold. Employers have a duty to protect their employees’ financial interests and ensure that the choices made in relation to selecting the retirement funds in which their contributions will be invested are sound and can positively…

19 Aug 13 min

Allan Gray - Evaluating Your Investment Manager

Guest: Nomi Bodlani, head of Private and Direct Clients at Allan Gray. After a turbulent six months, investors could be forgiven for looking to eliminate risk altogether. But eliminating risk entirely is not possible (or a good idea): Successful long-term investing is about balancing the risk of loss and the…

5 Aug 15 min

ALLAN GRAY - Why Financial Advice Is Key To Helping You Achieve Your Financial Goals This Savings Month

Guest - Mthobisi Mthimkhulu, Senior Manager for the Private and Direct Clients. Many investors underplay the importance of financial advice often to the detriment of the performance of their portfolios over time. A good, independent financial adviser can dramatically improve your financial outcomes by guiding your financial planning decisions over…

22 Jul 16 min

ALLAN GRAY – Lessons for investing in uncertain times

GUEST - Tim Acker - Portfolio manager at Allan Gray With 2024 being an election year for almost half the world’s population, including South Africa, the US and the UK, many investors are worried about what the future holds and how it will affect their wealth. But the times we…

9 Apr 2024 9 min

All episodes