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T Roos | Dynamic Tax and Accounting Firm

Section 12J Investments: The Numbers Don’t Lie…

No hype, just solid numbers outlining the impact of the tax breaks on your investment returns when using a Section 12J vehicle. Jerry Maguire (portrayed by Tom Cruise) will go down in film history for his memorable quote when he shouted, “Show me the money!” However, while I’m unlikely to achieve anywhere near a similar […]

Rethinking Retirement Investment Risk

Why getting aggressive with your pension portfolio pays off. As retirement approaches, many people reduce their risk profile by shifting their pension investments to more conservative assets like bonds and money market. However, this traditional strategy, though designed to protect against market volatility, can actually diminish the future growth potential of retirement savings – especially […]

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