How to optimise your employee benefits in 2023

--:--

Elke Brink of PSG Wealth discusses some of the benefits that may be part of your package, whether you can change the funds you are invested in, how to avoid duplications in your personal capacity and how to optimise your annual tax benefit on company retirement funds.

2 Feb 2023 English South Africa Business

Other recent episodes

What happens to your investments when you die?

Eric Jordaan of Crue Invest explains why your will may not dictate the fate of all your assets and unravels the intricacies of investment distribution after death.

10 May 8 min

How to turn investment losses into tax savings

Elke Brink of PSG Wealth discusses tax-loss harvesting and what investors need to watch out for so that they don’t run afoul of Sars.

26 Apr 18 min

How to calculate estate duty and ensure estate liquidity

Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.

12 Apr 7 min

What is a special trust, and how can you use it effectively?

Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.

28 Mar 8 min

Unit trusts vs property: Which leads to better returns?

Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.

15 Mar 19 min

All episodes