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A FINAL WORD ON THE YEAR THAT WAS

Hi All We’re into the last push for the year, and what a year it’s been (yet again!). Sentiment and Santa seem set on gliding us onwards and upwards into the year-end, as equity and bond markets had a stellar November. Notably, US stocks finished out their best month...

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COULD THE TIDE BE TURNING?

It has been a tough year across the planet, but particularly for South Africans. However, things feel a little better now, and it’s not just because of the rugby. Despite sticky inflation globally, sky-high interest rates, a prolonged economic downturn and two tragic...

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TAX IMPLICATIONS ON TAX FREE TRANSFERS

Tax-free savings accounts (TFSAs) were introduced in 2015 to encourage individual’s resident in SA to save more. The growth and income received on a TFSA investment are tax free. This means you are not liable for any capital gains tax or tax on the dividends and...

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EMPLOYEE RETENTION AND SECURITY

As a small business owner, we know you are busy with endless tasks and don’t always have time to consider what comes after retirement for you or your staff. For several reasons, pension funds and retirement plans are essential for small businesses, and entrepreneurs....

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TAKING STOCK – THE DARKEST HOUR?

While the current volatility may unsettle investors, it also presents opportunities. Watch Jeremy Gardiner (Director) explore the factors contributing to 2023 being a challenging year. Click the link below to watch the video: Taking Stock – The Darkest Hour?

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LIBRARY

Corporate Profile

Resolute Wealth Management’s Corporate Profile provides a clear overview of our company’s identity and services. We specialise in managing finances and assisting clients in planning for their future financial security.

Life File

A collection of documents and instructions that contains all your important and updated information, and documentation that might be needed in the event of an accident, emergency or death.

Tax-Free Savings Accounts

A tax-free savings account in unit trusts is a collective savings vehicle managed on behalf of its unit holders by professional investment managers.

Living Annuity

A Living Annuity can be described as a personal pension fund that is paying an income to the member of the fund and the level of income may be adjusted on a flexible basis annually.

Endowments

An Endowment Policy is a tax-effective savings vehicle, a long-term investment vehicle by nature, with a minimum investment period being five years.

Retirement Annuity

A Retirement Annuity can be described as a personal retirement fund.

Preservation Funds

A Preservation Fund is a vehicle in which a pension or provident fund pay-out is “parked” when a person resigns from, or is retrenched from, a job before reaching retirement age.

Unit Trusts

Unit trusts are the pooled resources of thousands of investors who have entrusted their money to a management company.

RWM Tax Services

Discover a seamless financial experience with RWM. From expert in-house tax services to Corporate CCM accounts and Foreign Exchange solutions, we’re here to optimise your financial journey.

Resolute Wealth Management is an authorised Financial Services Provider – FSP No: 13798

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