Welkom 2026
‘n Voorspoedige 2026 word vir al ons T Roos & Kie kliënte en personeel toegewens! Mag julle elkeen ‘n jaar van onvoorwaardelike liefde, nimmereindigende vrede en tonne voorspoed en geluk geniet. Mag julle elke dag God se droom vir julle lewe uitleef. ‘n Vriendelike verwelkoming aan al ons personeel, ons vertrou julle het die feestyd […]
The ‘Big Three’ Tax Worries (Part 2): Shares
In the second part of this series, we focus on shares. If claiming against our car allowances is the number one thing that keeps us awake at night as taxpayers, then the fear of SARS lying in wait to lay their grubby paws on the slightest gain that we make on our share investments must […]
CGT and Unit Trusts: When Are You Liable?
What are the Capital Gains Tax implications of investing in unit trusts? Unit trusts, or collective investments to give them their proper name, have long been popular investments, particularly for the ordinary investor. The main reason for this is that for a fairly small amount of money, one can gain access to a fairly diversified […]
“Can’t Buy Me Love” (Money and Relationships)
Money may not be able to buy you love, but it sure can make or break it! Money can be a source of joy, opportunity, and growth, but in relationships, it can also be a source of stress and conflict. Financial disagreements are one of the leading causes of tension in relationships, often stemming from […]
Laaste nuusbrief van 2025
Nog ‘n jaar is verby en met die laaste nuusbrief van 2025 wil ons al ons kliënte bedank vir hulle ondersteuning en ‘n baie geseënde feestyd en voorspoedige 2026 toewens. Aan al ons personeel baie dankie vir die hardewerk en suksesvolle 2025. Mag elkeen van julle die feestyd en ruskans geniet en kom veilig terug.
Understanding Residency in Terms of Tax
When earning an income in South Africa, you are probably paying tax. The Income Tax Act 58 of 1962 (“the Act”) describes gross income as: “(i) in the case of any resident, the total amount, in cash or otherwise, received by or accrued to or in favour of such resident; or (ii) in the case […]
Is Your Business Paying the Price for Not Investing in the Right Technology?
Financial operations form the backbone of every organisation, but when the technology that supports them is outdated, the ripple effect can be damaging. Slow systems increase turnaround times, manual errors create compliance risks, and poor integration can lead to inconsistent reporting. The cost of “making do” with old systems is often invisible until it shows […]
The ‘Big Three’ Tax Worries (part 1): Cars
What keeps taxpayers awake at night? Judging by the many questions that I’ve been asked as a tax practitioner over the years, there is a definite ‘Big Three’ when it comes to problems that cause taxpayers sleepless nights: cars, shares, and property. The tax treatment of these three items probably causes more anxiety, and has […]
The ‘Big Three’ Tax Worries (Part 3): Property
Rounding up our series on the three main worries for taxpayers, we discuss property. So, you now know how to claim your car expenses on your tax return, and are reasonably confident that you can now manage your share investments without incurring the wrath of SARS. But the one thing that really keeps you awake […]
Set-Off of Assessed Losses, and Ring-Fencing
Unless you’re at the 45% marginal tax rate, most losses can be set off against other income. If a person is not at the maximum marginal tax rate, can they opt to have their taxable loss from their sideline business, e.g. bookkeeping, offset against the taxable income from normal employment (on which they pay PAYE) […]
