Everything Counts | Episode 13: Getting tax-smart
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In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant.
This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key moments
00:00 Introduction
01:00 Tax-free savings accounts explained
03:00 Retirement contributions and tax benefits
05:00 Tax considerations before retirement
06:00 Donation tax benefits and requirements
08:00 Home office deductions: What qualifies?
10:00 Understanding medical tax credits and expenses
13:00 SARS auto-assessments: Pros and cons
14:00 How to dispute an auto-assessment
17:00 Penalties for missing tax deadlines
18:00 Common tax-saving mistakes to avoid
YOU MIGHT ALSO BE INTERESTED IN:
As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear, unbiased advice with your trusted financial partner.
This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key moments
00:00 Introduction
01:00 Tax-free savings accounts explained
03:00 Retirement contributions and tax benefits
05:00 Tax considerations before retirement
06:00 Donation tax benefits and requirements
08:00 Home office deductions: What qualifies?
10:00 Understanding medical tax credits and expenses
13:00 SARS auto-assessments: Pros and cons
14:00 How to dispute an auto-assessment
17:00 Penalties for missing tax deadlines
18:00 Common tax-saving mistakes to avoid
YOU MIGHT ALSO BE INTERESTED IN:
As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear, unbiased advice with your trusted financial partner.
