Category - Latest News


Property & The Journey to Financial Freedom – What You Need to Know

Join us on Thursday 17 November 2016 in Cape Town and discover an unorthodox journey to financial freedom!   Property & The Journey to Financial Freedom What you will discover, Why property is one of the best investments in the world 7 Rules every property investor must know before investing in property Is Debt really bad? …


Conduit Principle (Article In REIM)

By Anthea Dryden (Group Director) We have always been at the forefront of Trust knowledge and advisory, and one of our primary objectives is to share our knowledge as far and wide as possible. Therefore it was with great appreciation when the editor of Real Estate Investor Magazine requested that we contribute to their publication. …


Retirement Annuity Tax Deductibility

By Jameel Dalvi (Group Director) Contributing to a Retirement Annuity (‘RA’) has always been a popular method of providing for retirement, while enjoying a tax deduction on your Personal Taxes. Up until 29 February 2016, the tax deduction for RA Contributions is limited to 15% of Taxable Income – however, with effect from 01 March 2016, the RA …


We Have Excellent News – Prices Are Going Up!

By Clinton Forlee (Group Director) One of the main requirements for any property investor when looking for property investment opportunities is potential Capital Appreciation on the property. Will the value go up or will it go down, or just stay the same? This would be important if ever the investment be sold or refinanced for …


Black Friday – 71% Discount On Trust Formation

By Anthea Dryden (Group Director) Ridiculous savings on so-called ‘Black Friday’ seems to be gaining momentum in South Africa. Companies that offer professional services and products however do not seem to be interested in this phenomenon, but FinServe is unorthodox. Therefore, in celebration of the ‘Black Friday’ craze, we are proud to announce that we …


SARS Scams And Data Loss

By Jameel Dalvi (Group Director) SARS PHISHING SCAMS We have received several emails from our clients about receiving an email notification from SARS notifying them of a refund due to them – these ‘phishing’ emails are popular during tax season. Please be advised that SARS will never send you an email about a refund, and therefore you …


Trust Conduit Principle Under Threat?

By Michael Dryden (Group Director) Over the last few months, we have received several queries regarding the possibility of the tax authorities making changes to the ‘Conduit-Principle’. The Conduit-Principle is a method typically used to reduce tax payable in a Trust by shifting the tax burden to the beneficiaries of the Trust – understanding Tax …


Limited Time Offer 44% Return

By Clinton Forlee (Group Director) FinServe Property & Wealth is working on a very exciting Property Investment opportunity, with the development situated near Cape Town CBD, which is yielding returns in excess of 44%. With high rental demand and sustainability, due to locality, excellent quality of the development and all the extras afforded to the …


1000 Likes On Facebook

By Anthea Dryden (Group Director) Accountants are generally not the most socially popular individuals, but FinServe has always been ‘unorthodox’. We have always taken great pride in forming strong relationships with our clients, who often become our professional friends, rather than just clients, during our journey with them. Over the last year, we have directed …


R1million In Personal Tax Refunds

By Michael Dryden (Group Director) For the tax ending February 2014 (last year), FinServe proudly facilitated over R1million in Personal Tax refunds for our clients. For this reason (and many others), many of our clients have already submitted their information for this year, as a potential refund should not be delayed. We are eager to …

Page 1 of 3