,

OFFSHORE INVESTMENTS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

SUCCESSION PLANNING FOR YOUR BUSINESSES

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

MAKING THE MOST OF TAX BENEFITS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

RETIREMENT PRODUCTS – AN EMPLOYER’S VIEW

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

SHORT-TERM INSURANCE AND MEDICAL AIDS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

BENEFICIAL OWNERSHIP

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

FC’S WEALTH AND INVESTMENT APPROACH

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

LIVING ANNUITY VS LIFE ANNUITY

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
,

CIRCUMSTANCES THAT NECESSITATES A REVIEW OF YOUR FINANCIAL PLAN

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
T
,

CHANGES TO THE RETIREMENT FUND LUMP SUM TAX TABLES

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%